Lbs Broker Consultant

4 weeks ago

Midrand, South Africa PPS Recruitment Full time

**Job Advert Summary**:
**Purpose of the Job**:
PPS Life Broker Services has an opportunity for a service-driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The LBS Broker Consultant must work with and through others to build and maintain relationships, working closely and accurately within established guidelines is essential in this role. The LBS Broker Consultant must be aware of and responsive to the needs and concerns of customers.

**Minimum Requirements**:
**Formal Qualifications**:

- Matric (Grade 12)
- A three-year or higher Bachelor’s degree or National Diploma
- A completed NQF 5 - Wealth Management or RFP 3 would be advantageous
- **South African driver’s licence and must have own transport**

**Experience and Knowledge**:

- At least 2 years of experience in the Financial Services or Life Assurance industry in a sales and/or service-related role
- Intermediate knowledge of the Life Assurance or Financial Services Industry
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential

**Computer Literacy**:

- MS Office package, particularly the Internet, Outlook, and Excel

**Interpersonal and Intrapersonal Skills**:

- Relating to customers
- Communicating in writing
- Communicating orally
- Quality orientated
- Reliable
- Customer focused
- Resilient
- Results-driven

**Duties and Responsibilities**:
**Main duties and responsibilities**:

- Support and service intermediaries in their sales efforts by preparing quotes, statements of benefits and other relevant supporting information
- Constant communication and feedback to Advisors relating to all aspects of intermediary operations
- Plan, organise and control liaisons with intermediaries, their managers
- Ensure continuous improvement of service standards to clients
- Ensure alignment to Treating Customers Fairly (TCF), in all business practices

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