Broker Consultant
2 weeks ago
Determine needs for specific training areas, with the focus on expanding the distribution channel
Give presentations to new advisers & potential employer groups.
Ensure constant liaison with and motivation of advisers in the portfolio.
Explore and develop new business opportunities.
Ensure that Medihelp’s member base grows with new business in accordance with set goals.
Manage an adviser portfolio by visiting and staying in contact with advisers, to make sure their needs are met.
Handle enquiries from advisers about new and existing members.
Present training sessions to prospective and existing advisers.
Plan and attend adviser events/functions in order to strengthen relationships.
Give feedback to management on sales statistics and other relevant information which impact on sales figures.
Liaise internally with other divisions regarding escalated enquiries received from brokers, and discuss processes and sharing of information.
Keep statistics on advisers, employers and union representatives.
Facilitate escalated enquiries received from advisers and provide feedback.
Grade 12.
FAIS compliant certificate with a minimum value of 120 credits.
Two years’ applicable experience in sales.
Honesty, integrity and good standing assessment in terms of FAIS. This will include a criminal and financial status verification.
- The following additional fit and proper requirements must be met before successful appointment in the position:
- Successful completion of the RE5 exam;
- Successful completion of Class of Business Training;
- Successful completion of Product Specific Training; and
- Accreditation as a broker in terms of the Medical Schemes Act.
Willingness to undergo a two-year supervision programme to give advice on health service benefits.
Knowledge of the following:
- Medical Schemes Act;
- FAIS legislation;
- Scheme’s Rules and benefit options; and
- Sales and marketing principles.
Computer literate in MS Office.
Must have a K53 driving licence.
Must possess the following skills:
- Good verbal and written English communication skills as well as proficiency in understanding Afrikaans spoken and written communication;
- Able to work independently;
- Able to function well under pressure;
- Good organising and planning skills;
- Good interpersonal relations; and
- Customer focus.
-
Broker Consultant
2 weeks ago
Pretoria, South Africa Status Asset Management Full time**Position: Broker Consultant** **Location: Gauteng** **_Do you love being out and about, meeting new people? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you great at maintaining client relationships? Then you are our BROKER CONSULTANT. _** **_This role plays an integral part in our team, as you will build and...
-
Broker Business Consultant
3 days ago
Pretoria, Gauteng, South Africa MiWay Insurance Limited Full timeJoin to apply for the Broker Business Consultant role at MiWay Insurance Limited.Who are we?MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under...
-
Broker Consultant: Outvest
2 weeks ago
Pretoria, South Africa SCRUFF Full time**Company Description**: OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst...
-
Broker Consultant: Outvest
2 weeks ago
Pretoria, South Africa OUTVest Full timeCompany Description OUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that clients and staff “always get something OUT.” Our success can be attributed, amongst other...
-
Broker Consultant
3 weeks ago
Pretoria, South Africa PPS Recruitment Full time**Job Advert Summary**: **Purpose of the Job**: PPS External Distribution 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
4 days ago
Pretoria, 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...
-
Broker Consultant
1 week ago
Pretoria, South Africa Sanlam Full timeWho are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...
-
Broker Consultant
4 days ago
Pretoria, South Africa Sanlam Full time**Who are we?** Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial...
-
Brokers Assistant
4 days ago
Pretoria, South Africa Dante Personnel Full timeGauteng, Pretoria East - (Market related) Broker in Pretoria East is looking for a Broker Assistant to join their team **Minimum requirements**: - Grade 12 - 5 Years' plus experience working as a Broker assistant - Dealing with Investments and Life Insurance - Must have excellent verbal and written communication skills in English and Afrikaans - Good...
-
Broker Network Liaison
20 hours ago
Pretoria, Gauteng, South Africa MiWay Insurance Limited Full timeMiWay Insurance Limited is a direct financial services company that offers a range of services under one convenient umbrella. We pride ourselves on service excellence, convenience, and offering clients superior value products.We are seeking a highly skilled and experienced individual to join our Broker Department as a Business Development Manager in Gauteng....
-
New Business Insurance Broker
2 days ago
Pretoria, South Africa Sydsen Full timeA well-established financial consulting business is looking for experienced **New Business Insurance Broker **to join their team. **Responsibilities**: - Acquiring of new clients - Risk assessment & quotation calculations - Quotation presentation to clients - Risk attachment administration - Underwriting and policy maintenance - Renewal procedures - Day to...
-
Direct Broker Sales Agents
3 weeks ago
Pretoria, South Africa Ikusasa Recruitment Group Full timeThe role sales role is face to face. The successful applicant will be required to source own leads for car, home and contents new business and advise primarily on personal lines motor and household domestic insurance. We are looking for Business Development Consultants who are committed, driven, results oriented advisers who are able to work on their own...
-
Funding Broker
4 days ago
Pretoria, Gauteng, South Africa Get Funds Full timeSalary: (COMMISSION ONLY) R 1 million per annum in uncapped commission in a highly lucrative industry - subject to experience.About Us:Get Funds is a specialist consulting firm that delivers innovative financial solutions to businesses in need of capital to grow and expand. Our team is driven by a passion for optimizing cash flow and providing businesses...
-
Consulting and Sales Expert
20 hours ago
Pretoria, Gauteng, South Africa MiWay Insurance Limited Full timeJoin MiWay Insurance Limited and take your career to the next level. As a Business Development Manager, you will be responsible for building and maintaining strong relationships with our network of brokers, promoting our products and services, offering valuable insights and guidance, and ensuring that our brokers have the necessary tools and support to...
-
Sales Consultant
2 weeks ago
Pretoria, South Africa HumanTouch Recruitment Full timeWe are looking for a Sales Consultant based in the Pretoria. This person will serve the Pretoria region as well as Mpumalanga and Limpopo province. **Key Responsibilities and duties** The successful incumbent will be required to service, market, and sell short term insurance products - Servicing intermediaries and brokers; this will include monthly...
-
Insurance Sales Consultant
6 days ago
Pretoria, South Africa HumanTouch Recruitment Full timeWe are looking for a Sales Consultant based in the Pretoria. This person will serve the Pretoria region as well as Mpumalanga and Limpopo province. **Key Responsibilities and duties** The successful incumbent will be required to service, market, and sell short term insurance products - Servicing intermediaries and brokers; this will include monthly...
-
Insurance Consultant
4 days ago
Pretoria, Gauteng, South Africa Sanlam Limited Full timeInsurance Consultant (10)(Centurion/Parktown)Date: 17 Feb 2025Location: Pretoria, GautengWho are we?Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and...
-
Sales Consultant Pretoria Region
2 weeks ago
Pretoria, South Africa Moving Heads Personnel Full time**Sales Consultant - Pretoria Region** **Pretoria** Service the Pretoria region as well as Mpumalanga and Limpopo provinces. Service, market and sell short term insurance products - Servicing intermediaries and brokers; including monthly visits, stock control, queries and claims management, monitoring, increasing and reporting sales and relationship...
-
Insurance Consultant
3 weeks ago
Pretoria, South Africa Santam Full timeWho are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...
-
Economic Strategy Consultant
6 days ago
Pretoria, Gauteng, South Africa GJM Ultra Brokers Full timeBenefitsThis is an excellent opportunity to grow your career in a dynamic and professional environment. As a Senior Tax Consultant at GJM Ultra Brokers, you will enjoy a competitive salary and benefits package, including travel opportunities and ongoing training and development.