Broker Consultant

6 months ago

East London, South Africa Assupol Full time

Description

**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

**Requirements**:
**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

Work Level

Mid-Level

Job Type

Permanent

Salary

Market Related

EE Position

No

Location

East London

  • Broker Consultant

    6 months ago

    East London, South Africa Assupol Life Ltd. Full time

    **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...

  • Business Development Broker Consultant

    6 months ago

    East London, South Africa Pro Select Consulting Full time

    Consistently deliver and exceed on allocated sales targets. - Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. - Assist in identifying new potential Financial Advisers and opportunities for business growth. - Technical training and ongoing product support to Financial Advisers - Facilitate...

  • Broker Consultant

    6 months ago

    East London, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets Limited (SDM) (a wholly owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs...

  • Commercial Business Development Consultant

    6 months ago

    East London, South Africa ABC Worldwide (Pty) Ltd Full time

    **Business Development Consultant** Business Development Consultants are committed, driven, results oriented advisers who can work on their own as well as in a team environment writing business in accordance with targets laid down by the client and advise primarily on motor and household domestic insurance. **Responsibilities** - Source sufficient lead...

  • Relationship Manager

    6 months ago

    East London, South Africa Sanlam Full time

    About the Company- 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...

  • Call Centre Consultant

    6 months ago

    East Rand, South Africa Unique Personnel Full time

    **Job Number** - 72826 **Job Type** - Permanent **Job Title** - Call Centre Consultant **Computer Skills** - Ms Office **Industry** - Insurance - Brokering **City** - Ekurhuleni (East Rand) **Province** - Gauteng - On-site work - FSP hub commercial - NQF 4/5 Short Term Insurance (150 Credits) - Commercial - RE5 (Non-negotiable) - 1 years commercial...

  • Field Risk Assessor

    1 month ago

    East London, Eastern Cape, South Africa Sanlam Full time

    Career OpportunityThis career opportunity is available at our Non-Motor region, and the successful incumbent will be based in our East London office.Key Responsibilities• Receiving instruction from Claims Service Consultants (appraisal notes & documents)• Checking completion and correctness of documents and policy conditions• Planning routes for...

  • Non Motor Field Assessor

    2 months ago

    East London, South Africa Sanlam Full time

    **CAREER OPPORTUNITY** - This career opportunity is available at Non-Motor region and the successful incumbent will be based in East London.**WHAT WILL YOU DO?** - Receiving instruction from Claims Service Consultant (appraisal notes & docs). - Checking completion and correctness of document and policy conditions. - Planning routes for claims, make...

  • Non Motor Field Assessor

    2 months ago

    East London, South Africa Sanlam Full time

    CAREER OPPORTUNITY This career opportunity is available at Non-Motor region and the successful incumbent will be based in East London. WHAT WILL YOU DO? • Receiving instruction from Claims Service Consultant (appraisal notes & docs). • Checking completion and correctness of document and policy conditions. • Planning routes for claims,...

  • Digital Field Assessor

    3 weeks ago

    East London, Eastern Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Digital Field Assessor to join our team in East London. As a key member of our team, you will be responsible for assessing risks and providing recommendations to underwriting.ResponsibilitiesReceiving instructions from Claims Service Consultants and checking completion and correctness of documents and policy...

  • Paraplanner

    6 months ago

    East London, South Africa HeadHunters Full time

    **Reference** - PE002225/RW**Location** - Eastern Cape, East London**Salary Interval** - Monthly**Package** - None-negotiable**Description** **Our client in the Financial Services industry, based in East London, **is seeking to add a Paraplanner** to their team.** **A wonderful career opportunity awaits you.** **Requirements**: - **4-5 years**...

  • Paraplanner

    6 months ago

    East London, South Africa Ultra Personnel Full time

    The Paraplanner supports the Financial Planning Partner(s) in the data fulfilment and preparation of Financial Plans for clients. The Paraplanner is required to collaborate very closely with the Financial Planning Partner and Assistant, as well as liaising with the regional Business Development Manager when necessary. The Paraplanner takes responsibility...