Broker Consultant

4 weeks ago

Johannesburg, South Africa Qunu Staffing Full time

A Financial Advisor consultant should promote, market and distribute Hollard’s product offering to the advisor, thereby improving Hollard’s position and profile within the advisor’s office by helping solve problems, manage change and improve efficiency as well as identifying and discussing solutions to the challenges clients face as part of their financial planning process. Achieving sales objectives with own portfolio through 3rd party marketing, product servicing, develop and maintain long-term customer relationships with recent and new Financial advisors.

**Skills**: Commercial awareness; Time management; Problem solving; Numerical skills Attention to detail Analytical skills Excellent interpersonal skills incl. Assertive; Win-win-win attitude Tact and persuasive ability Teamwork skills Good oral and written communication skills Self-motivation; Results orientated; Pro-active; Process driven

**Qualifications**: NQF5/6 Financial planning or Wealth planning - preferred CFP - an advantage RE exams - preferred Business management - an advantage Experience: Sales, Marketing, Entrepreneur (running and managing your own business) - an advantage Own transport a requirement

**Key Performance areas: Marketing**:

- Market Hollard products to Financial advisors - in a creative and positive manner.Allocate time and call frequency to make at least 25 quality sales calls each week.Increase market share by calling on targeted Financial advisors to promote and sell products,

communicate special events, present marketing programs and new products, prepare and conduct Financial Advisor training and educational seminars, collect competitive information, handle and resolve problems and complaints, manage Financial Advisor debt
- Market Benefits & features of Hollard and its products assertively.Obtain commitment and record production against commitment.Always maintain a positive attitude and high energy levels.Escalate market feedback to management and relevant resource staff in a positive and

contributory manner.Work effectively with colleagues in developing creative sales ideas and efficient methods of

**adding value. Develop and maintain customer relationships**:

- Maintain conservation objectives with unpaid premiums, cancellations and surrenders in compliance with SLA’s.
- Update client infoIdentify potential growth and new contracts to build and/or strengthen a portfolio with in

the assigned territory and targeted channelsPrepare quotes understand the underwriting terms and resource availability, and manage

special requests on behalf of Financial Advisors.Supervise the workings of the marketing assistant dailyHandle problemsRepresent Hollard to external clientsManage Financial Advisor expectationsBe sincere and differentAdd value on a business and personal level through direct and indirect contact.Relationship + Trust = Sales

**Managing portfolio**:

- Understand the difference between urgent and important work and allocate time accordingly.
- Be able to obtain relevant, comprehensive and necessary customer information.Correctly identify and segment your customer base according to potential - Gold, Silver &
Bronze (A/ B or C).Strategize activities in each segment according to prospect, attract, expand or sustain.Identify the business influencers in each practice and plan activities accordingly.Plan contact frequency and activity levels in line with potential of different client segments.Take responsibility of involving required resources in line with potential of different client

segments.Take responsibility of your portfolio as if it were your own business.Manage travel arrangements and bookings of appointments
- Send Financial Advisor debt list to conservationTrack new business

**Setting up and achieving your own Personal Sales Target**:

- Meet and exceed sales targetsContinually learn new product knowledge and acquire better selling skills. Keep abreast of

competition, competitive issues, products and markets for products.Attend and participate in sales meetings, product training and industry seminars

SALES TARGET MEASUREMENT (against company average - for personal assessment)
- Accepted casesPenetration = Number of producers vs. panel sizeProduction = Accepted MPIPersistency = panel persistency will determine being remunerated on either Gross or Net

MPI achieved for the given monthGrowth = Growth of net new business vs. previous year

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