Broker Consultant
3 weeks ago
- Jobs by Location
- Job by industries
Qualifications:
- Matric
- A three year or higher bachelor's degree or national diploma
- A completed NQF 5 – Wealth Management or RFP 3 would be advantageous
Experience:
- At least 2 years' experience in the financial services or Life Assurance industry in a sales and/or service related role
Duties and Responsibilities
Broker Consultant:
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
- Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
- To plan, organise and control liaisons with intermediaries, their managers.
- To ensure continuous improvement of service standards to clients.
- To ensure alignment to Treating Customers Fairly (TCF), in all business practices.
- Accounting / Financial Services jobs
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