Business / Broker Consultant -JHB
2 weeks ago
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- Job by industries
Key Purpose
- Increase the sales of the product range through building relationships, superior client service and technical knowledge.
Areas of responsibility may include but not limited to
- All work must be done accurately, comprehensively and in-line with set quality standards and timelines.
- Increased Discovery Health product sales through building relationships, superior client service and technical expertise
- Create strategic business partnerships with multiple intermediary stakeholders.
- Relationship building with internal and external stakeholders.
- Project management of new business process, from end to end.
- Intermediary reporting and trend analysis.
- Consistently deliver Discovery Health value proposition.
- Escalated query resolution and troubleshooting
- Increase the sales of the product range through building relationships, superior client service and technical knowledge.
- Review new business pipeline, follow-up, and tracking.
- Issuing of quotations
- Technical training and ongoing product support to financial advisors.
- Keeping up to date with competitor product and service offering and industry developments
- Participating in proactive sales and marketing initiatives
Personal Attributes and Skills
- Logical, analytical problem-solving ability.
- Excellent interpersonal skills.
- Excellent verbal and written communication skills.
- Ability to work independently.
- Ability to take accountability, responsibility, and ownership.
- Able to take initiative and exercise sound judgment and decision making.
- Ability to work in a highly pressurized, target oriented environment.
- Ability to deal positively with change and uncertainty.
- Strong business acumen.
- Strong sales and persuasive skills.
- Strong quality orientation.
- Good organizational skills.
- Proactive, self-motivated.
- Able to identify, nurture and develop talent.
- Customer oriented.
- Ability to meet deadlines timeously
Education and Experience
Qualifications
- 3-5 years medical scheme industry experience (required)
- Business degree (advantageous)
- RE5 (preferable)
- NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable)
- Knowledge of MS Office Suite
- Sales experience (advantageous)
- Knowledge of MS Office Suite
- Business degree (advantageous)
- Relevant financial services industry experience is advantageous
Experience
- Relevant financial services industry experience is advantageous.
- Sound health industry experience
- Adviser consulting experience in the financial services industry
- An understanding of financial planning
Requirements
- Valid drivers licence and insured and reliable car
- Smart-phone
- Willingness to travel
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