Broker Consultant

2 weeks ago


Pretoria, South Africa Aluma 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 maintain relationships with the Business’ Broker _**

**_channels, ensuring they are equipped to sell our products. _**

**Great, so who is a good fit?**

A specialist who is able to build, maintain and enhance relationships with new and existing External Partners, whilst leveraging their partner relationships in order to obtain business growth.

**You may be wondering, what does such a fantastic individual’s duties include?**
- Provide quality service to Brokers, while identifying opportunities to secure new business or support retention.
- Make and receive calls (by telephone) to allocated Brokers to generate additional leads and maintain existing ones. Such activities must be logged on the CRM system.
- Act as a first point of contact for resolving broker queries and complaints.
- Collate and analyse data to identify trends, opportunities and risks. Involves working independently.
- Generate daily, weekly and monthly reports on broker contacts, as well as broker panel performance.
- Respond to personal objectives.
- Monitor the performance (panel penetration, ensuring not more than 30% of lapse ratios and NTU ratios) of the Brokers/External Partners.
- Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

**Are there any specific skills and attributes required?**
- **Attention to detail** and a high level of **accuracy.**:

- Ability to **work under pressure** and a **self-starter** with excellent **organising** skills.
- Good verbal, written and **communication** skills.
- **Committed** and **reliable** with **integrity** and **honesty.**:

- **Loyalty** toward the organisation.
- **Tenacity, Attendance & Punctuality.**:

- Needs to have **resilience**, with good **time management** skills.
- **Problem solving** skills, by effectively identifying problems as soon as they arise.
- Ability to be able to **think out of the box.**

**Take a look at the what the requirements for this amazing job is**:

- Matric/Grade 12 or SAQA Accredited Equivalent Essential.
- 3-4 years’ experience in sales and distribution in long-term insurance (Essential).
- Experience in marketing or sales in banking / financial / insurance / business services (Advantageous).
- _________________ ______________

**Signature Date**

**Salary**: R13,000.00 - R15,000.00 per month

Ability to commute/relocate:

- Pretoria, Gauteng: Reliably commute or planning to relocate before starting work (required)

**Education**:

- High School (matric) (required)

**Experience**:

- Sales and distribution in long-term insurance: 3 years (required)


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