Broker Consultant

2 weeks ago

Bellville, South Africa Metropolitan Life Full time

**Introduction**

Metropolitan is one of the services brands in South Africa. With a 125-year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security.

Metropolitan operates in South Africa, but the brand is also present in 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland. Metropolitan provides financial wellness solutions that meet the needs of low-income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

**Role Purpose**

Attract, engage and retain profitable new business from brokers within the target market in orde to increase the broker base to enhance channel profitability.

**Requirements**:

- Grade 12/NQF 4 equivalent qualification.
- FSB recognized qualification listed or credits pertaining to the dateof first appointment in the industry, listed on the most recentlypublished Board notice as published for recognized qualification, tofulfil the duties of a compliant supervisor (minimum 120 Credits).
- FAIS Representative Regulatory Exam Level 5 passed.
- COB.
- Valid driver's license and own transport.
- At least 1 years’ experience as a Broker Consultant.
- Product knowledge and competitor intelligence.
- Proficient in English with the ability to speak multiple languageswith some African languages (preferred).
- Experience in the Mass Market and Stop Order industry.
- Must have a healthy network of FSPs.

**Duties & Responsibilities**
- Develop and implement marketing plans that will outperform

competitor strategies.
- Continuously analyze competitor strategies and ensure knowledge is

current on competitor activity, new products and services.
- Promote and market the Metropolitan brand and its solutions to

brokers to influence the sale of in-house products.
- Partner with and identify the needs of brokers and provide the

necessary support.
- Negotiate with intermediaries regarding the level of business and

servicing requirements.
- Promote Metropolitan solutions through marketing presentations and

training.
- Establish and maintain business relationships in order to grow

market share with existing brokers.
- Ensure the business's processes and policies are adhered to in the

management of relationships at all times, and to represent the

company in a professional, business-like manner.

the business.

Arrange premium payment facilities and open new facilities as

required.
- Initiate and manage marketing drives to secure profitable, quality

new business from brokers.
- Maintain productive levels with acceptable quality of business and

manage the risk of such business.
- Manage administration related to missed payments, broker contract
- Deliver training to brokers to ensure their understanding of

Metropolitan products and services where necessary.
- Continuously monitor turnaround times and quality standards and

resolve issues speedily to enhance client service delivery.
- Drive client service delivery goal achievement in line with

predefined standards in order to ensure that clients receive

appropriate advice and after sales service.
- Manage client query processes and ensure that queries are tracked,

accurately resolved and used as a mechanism to improve client

service and business processes.
- Provide regular reports on delivery of services against agreed service

standards and in terms of overall client targets.
- Provide authoritative, expertise and advice to clients and stakeholders.
- Build and maintain relationships with clients and internal and external stakeholders.
- Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times.
- Manage the delivery on service level agreements made with clients

and internal and external stakeholders in order to ensure that client

expectations are managed.
- Make recommendations to improve client service and fair treatment

of clients within area of responsibility.
- Participate and contribute to a culture which builds rewarding

relationships, facilitates feedback and provides exceptional client

service.
- Build strong relationships through providing specialist know-how

and leadership to others, expressing positive expectations.

specialization.
- Positively influence and manage change and offer specialist support

where required.
- Contribute to continuous innovation through the development,

sharing and implementation of new ideas and involvement of

colleagues and staff.
- Participate and contribute to a culture of work centric thinking,

productivity, service delivery and quality management.
- Take ownership for driving career development.
- Research and monitor financial market trends to ensure that plans are

relevant, effective and to identify any necessary up

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