Broker Consultant: Kzn

3 months ago

Durban, South Africa 1 Life Insurance Full time

**RESPONSIBILITIES**

**Broker Customer Service**

Provide a quality service to Brokers, while identifying opportunities to secure

new business or support retention. Responsibilities may include processing

cases, dealing with queries and investigating and resolving customer problems.

Ensure continuous enforcement of new and existing marketing strategies

through Brokers/External Partner relationships.

Ensure Brokers/External Partners are continuously up to date with regards to

training, products and processes in order to drive sales and ensure adherence to

business and statutory requirements.

Ensure the 1Life distribution operating model delivers contracted services to new

and existing Brokers/External Partners.

Enhance Broker/External Partner relationships through continuous motivational

sales support and recognition.

**Customer Relationships Development**

Make or receive calls (by telephone) to allocated Brokers to generate additional

leads and maintain existing ones. Act as a first point of contact for resolving

broker queries and complaints.

Effectively build, maintain and manage new and existing Broker/External Partner

relationships, departmental relationships as well as relationships within the TIH

Group.

Proactively source new Brokers/External Partners, on-board, grow 1Life’s share

of wallet within panel of Brokers/External Partners, provide ongoing support and

servicing to Brokers/External Partners paneled.

Facilitate the effective resolution of any Broker/External Partner queries or

complaints as and when required.

**Data Collection & Analysis**

Collate and analyse data using POL360 system to identify trends, opportunities

and risks. Involves working independently.

Monitor relevant information available in the POL360 system after each contact

with a customer to ensure that the organisation maintains turn around time

(TAT).

Facilitate the effective resolution of any Broker/External Partner queries or

complaints as and when required.

**Insights and Reporting**

Generate daily, weekly and monthly reports on broker contacts, as well as broker

panel performance. Provide daily performance reports on incoming contacts and

sales.

**Performance Management**

Respond to personal objectives and use performance management systems to

improve personal performance.

Monitor the performance (panel penetration, ensuring not more than 40% of

lapse ratios and NTU ratios) of the Brokers/External Partners.

Ensure quarterly targets are met and provide guidance to Brokers/External

Partners to ensure sales targets are met.

**Work Scheduling**

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.

Leverage all available information from Brokers/External Partners, the industry

and internally to ensure constant review departmental processes, systems and

protocols to improve efficiencies.

**Personal Capability Building**

Develop and maintain excellent process or technical skills by participating in

assessment and development planning activities as well as formal and informal

training and coaching.

Ensure up-to-date financial services industry and market knowledge, as well as

internal products and processes are continuously maintained.

**Operational Compliance**

Develop knowledge and understanding of the organisation's policies and

procedures and of relevant regulatory codes and codes of conduct to ensure

own work adheres to those standards. Obtain authorisation from a supervisor or

manager for any exceptions from mandatory procedure.

Manage & mitigate risks i.e. reputational, quality of business, commission,

legislation and fraud, by ensuring sound business practice, procedures and

controls are implemented and adhered to within panel of Brokers/External

Partners.

**BEHAVIORAL COMPETENCIES **Communicates Effectively**

Develops and delivers multi-mode communications that convey a clear

understanding of the unique needs of different audiences. For example, listens

attentively and takes an interest. Keeps others well informed; conveys

information clearly, concisely, and professionally when speaking or writing.

**Customer Focus**

Builds strong customer relationships and delivers customer-centric solutions. For

example, digs deeply into customer feedback and drives the innovations that can

enable the organisation to better meet customers' future needs. Frequently

adjusts approach to ensure customer needs are met and to improve service.

**Ensures Accountability**

Holds self and others accountable to meet commitments. For example, tracks

performance and strives to remain effective, learning from both successes and

failures. Readily takes on challenges or difficult tasks and has reputation for

delivering on commitments.

**Drives Results**

Consistently achieves results, even under tough circumstances. For example,

regularly pushes self to achieve outstanding outcomes;

  • Broker Consultant

    2 months ago

    Durban, South Africa ABC Worldwide Full time

    Position – Broker ConsultantLocation – Richards Bay/KZNSalary – market relatedMain purpose - The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients.Qualifications:MatricNQF 6 qualification/3-year relevant tertiary...

  • Broker Consultant

    5 months ago

    Durban, South Africa The Recruitment Council Full time

    Our client is looking for passionate, tech-savvy broker consultants looking to challenge the status quo and make a positive impact on brokers and their customers. Specific responsibilities include supporting the development of the client’s broker proposition, attracting, onboarding, activating and supporting independent brokers, and ultimately driving...

  • Broker Consultant

    2 months ago

    Durban, South Africa PPS Recruitment Full time

    **Job Advert Summary**: PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must...

  • Broker Consultant

    5 months ago

    Durban, South Africa Ikusasa Recruitment Group Full time

    We looking to place Broker Consultants for personal lines with a large insurance company to sell short term insurances Basic R 20000.00 plus uncapped commission plus incentives plus pension plus medical aid plus 13th cheque The basic is fixed and does not decline You must have strong lead generation and source your own leads Achieve a target of 30 sales...

  • Broker Consultant

    5 months ago

    Durban, South Africa Telebest Full time

    Our client has an EE opportunity available for a Broker Consultant.Requirements:MatricNQF level 6 qualification or a 3-year relevant tertiary qualification would be advantageous.RE5 Regulatory Examinations for representatives.60 FAIS credits or full FAIS recognized qualification.Class of Business and Product specific training in category 1 life and friendly...

  • Service Consultant

    2 months ago

    Durban, South Africa Discovery Ltd. Full time

    **Business Unit**:Discovery Health**Function**:Call Center / Contact Center**Date**:20 Sep 2024**Service Consultant - Chronic Servicing (KZN) (Fixed Term Contract)** **About Discovery** - Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support...

  • Broker Service Consultant

    5 months ago

    Durban, South Africa Health Solutions Full time

    **Introduction** Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...

  • Broker Service Consultant

    5 months ago

    Durban, South Africa Health Solutions Full time

    **Introduction** - Momentum Health Solutions, an entity of Momentum Metropolitan Holdings delivers sustainable, integrated health solutions that meet the needs of clients in the different segments and maximise lifetime client value. We build and maintain a culture of innovation, and create value through unique insights of how to achieve specific outcomes by...

  • Broker Consultant

    4 months ago

    Durban, South Africa PPS Recruitment Full time

    **Job Advert Summary**: PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must...

  • Sales Consultant KZN

    3 weeks ago

    Durban North, KwaZulu-Natal, South Africa Desco Electronic Recyclers Full time

    Job Title: Internal Sales Consultant KZNAt Desco Electronic Recyclers, we are seeking a highly motivated and results-driven Internal Sales Consultant to join our team in KZN. As a key member of our sales team, you will be responsible for driving sales and revenue growth by identifying and pursuing new business opportunities.Key Responsibilities:Meet with...

  • Sales Manager

    2 weeks ago

    Durban, South Africa Tracker South Africa Full time

    Listing reference: track_001284 Listing status: Online Apply by: 23 September 2024 Position summary Industry: IT & Internet Job category: Sales Management Location: Durban Contract: Permanent Remuneration: Market Related EE position: Yes Introduction Reporting to the Head of Region: East Coast, the successful candidate will be responsible for Dealer &...

  • Sales Consultant KZN

    2 weeks ago

    Durban North, KwaZulu-Natal, South Africa Desco Electronic Recyclers Full time

    Job Title: Internal Sales Consultant KZNAre you a sales professional looking for a new challenge? Do you have a passion for driving sales and building relationships with customers? We are seeking an experienced Internal Sales Consultant to join our team in KZN.About the Role:As an Internal Sales Consultant, you will be responsible for meeting with customers...

  • Sales Manager

    2 months ago

    Durban, South Africa Tracker South Africa Full time

    **Listing reference**: track_001284 **Listing status**: Online **Position summary**: **Industry**:IT & Internet**Job category**:Sales Management**Location**:Durban**Contract**:Permanent**Remuneration**:Market Related**EE position**:Yes**Introduction**: **Job description**: - Lead, motivate and develop a team of Dealer & Broker Consultants in the KZN...

  • Sales Consultant: Kwazulu-natal

    6 months ago

    Durban, South Africa Santam Full time

    What will you do? Santam's Specialist Solutions Business has a position available for a Sales Consultant within our Travel Insurance Consultants (TIC) division. The person will service the KZN province and must reside in Durban. What will make you successful in this role? The successful incumbent will be required to service, market and sell short term...

  • Sales Consultant in Kitchen

    2 weeks ago

    Durban, South Africa Home concept Full time

    Exciting Opportunity: Sales Consultant in Kitchen & Built in Cupboard Industry at Home Concept in KZN!Home Concept is seeking a dynamic and energetic Sales Consultant to join our team in KZN. If you have a passion for sales, excellent communication skills, and experience in the Built-in Cupboard industry, we want to hear from you! Retail Experience...

  • Sales Consultant in Kitchen

    2 weeks ago

    Durban, South Africa Home concept Full time

    Exciting Opportunity: Sales Consultant in Kitchen & Built in Cupboard Industry at Home Concept in KZN! Home Concept is seeking a dynamic and energetic Sales Consultant to join our team in KZN. If you have a passion for sales, excellent communication skills, and experience in the Built-in Cupboard industry, we want to hear from you! Retail Experience...

  • Broker Consultant

    5 months ago

    Durban, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [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 such as...

  • Account Sales Executive

    2 months ago

    Durban, South Africa Sage Full time

    Are you passionate about revolutionizing financial management with cutting-edge cloud technology? We’re looking for a driven Sales Account Executive to take the lead in selling Sage Intacct, our powerful, native cloud financial management solution. Based in Durban and selling into KZN, you’ll be at the forefront of transforming businesses with this...

  • Food Safety Consultant

    5 months ago

    Durban, South Africa Entecom KZN Full time

    Training and consulting services for food manufacturing and retail clients: - Conducting training course e.g. Basic Food Handling, PRP's, HACCP, FSSC 22 000, etc. - Conducting gap and internal audits; - Implementation online of food safety management systems compliant to GFSI Basic, GFSI Intermediate, FSA or FSSC 22 000. **Job Types**: Full-time,...

  • New Business Consultant

    5 months ago

    Durban, South Africa Pillango Placements Full time

    **KwaZulu Natal**, Durban** **R 23000 - R 25000 Monthly Basic Plus Commission (Vehicle Maintenance Allowance, Cellphone Allowance, Petrol Card)** A leading HealthTech company with a culture based on strong values, accountability, collaboration and no politics, is looking for a **New Business Consultant** for the KZN area. Our client believes in...