Broker Consultant

**Main Propose**

To recruit, maintain and develop brokers and achieve set targets

**Main Outputs and Responsibilities**

1. Develop and maintain sales and marketing plan
- Develop and implement an integrated sales & marketing plan
- Review progress and compile report on progress made

2. Recruit Brokers
- Grow distribution channel by sourcing and selecting appropriate brokers
- Prepare and present appropriate documentation of Brokers for the CCC

3. Provide support to brokers
- Handle administration queries on behalf of dedicated brokers
- Check business methods of dedicated brokers and advise accordingly
- Update brokers on Assupol products and services regularly
- Ensure computer software of brokers are up to date in respect of Assupol products and services
- Build professional business relationships with brokers

4. Offer training to brokers and their sub-agents
- Facilitate product training
- Facilitate any other form of training that will enhance the broker’s production
- Keep record of training interventions
- Forward all relevant training info to Head Office

5. Identity and develop new and current markets
- Identify and develop new markets
- Negotiate stop order markets
- Maintain contacts with key decision makers and insurance industry resources (new and existing)
- Retain and increase market share in existing markets
- Manage the business retention
- Conduct products presentations in the market

6. Maintain production targets and retain business
- Identify and develop new markets
- Ensure and monitor set production targets are achieved
- Maintain business retention

**Knowledge and Skills**

**Formal Education**
- Matric
- Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)

**Technical/Legal Certification**
- Regulatory Examination Level 1: Representatives
- Regulatory Examination Level 1: Key Individual (Advantage)

**Experience**
- 2 years Project Management
- 2 years’ experience in the Long-Term Insurance industry
- Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
- 1 year’s management experience in the insurance industry

**COMPETENCIES**

**KNOWLEDGE**
Life Industry
Legislation FAIS, NCA, FSCA, LTIA
Financial Management Products

**SKILLS**
Communication Verbal and written
Presentation
Research
Network
Facilitation
Coaching
Recruitment
Marketing
Report Writing
Planning and organising

**ATTRIBUTES**
Perseverance
People centric