Broker Consultant

1 week ago

City of Tshwane Gauteng, South Africa Qunu Staffing Full time

**Title**
Broker Consultant

**Department**
Sales and Marketing : Panorama

**Job Type**
Permanent

**Work Level**
Mid-Level

**EE Position**
No

**Salary**
Market Related

**Location**
Eastern Cape - Port Elizabeth

**Description**

**Main Propose**

To recruit, maintain and develop brokers and achieve set targets

**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 products and services regularly
- Ensure computer software of brokers are up to date in respect of 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

**Please Wait

  • Broker Consultant

    1 week ago

    City of Tshwane, Gauteng, South Africa Qunu Staffing Full time

    **Title** - Broker Consultant **Department** - Sales and Marketing : Impala **Job Type** - Permanent **Work Level** - Mid-Level **EE Position** - No **Salary** - Market Related **Location** - Limpopo - Burgersfort **Description** **Main Propose** To recruit, maintain and develop brokers and achieve set targets **Main Outputs and...

  • Broker Consultant

    1 week ago

    City of Tshwane, Gauteng, South Africa Qunu Staffing Full time

    **Title** - Broker Consultant **Department** - Sales and Marketing : Panorama **Job Type** - Permanent **Work Level** - Mid-Level **EE Position** - No **Salary** - Market Related **Location** - Eastern Cape - Port Elizabeth **Description** **Main Propose** To recruit, maintain and develop brokers and achieve set targets **Main Outputs and...

  • Broker Consultant

    6 days ago

    Gauteng, South Africa PSG Konsult Full time

    **Job description**: Responsible for sourcing new business in the Gauteng area amongst existing brokers and new brokers, as well as manage and underwrite new and existing portfolios effectively with agreed loss ratios. Providing a high-quality service to brokers to ensure retention and growth of portfolios. **Responsibilities**: - Develop the Broker base...

  • Broker Consultant

    1 week ago

    Gauteng, South Africa Momentum Metropolitan Holdings Full time

    -Introduction Metropolitan is one of the oldest financial services brands in South Africa. With a 116 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. Role Purpose Attract, engage and retain...

  • Broker Consultant

    3 days ago

    Gauteng, South Africa PSG Konsult Full time

    Responsible for sourcing new business in the Gauteng area, as well as manage and underwrite new and existing portfolios effectively. Providing a high-quality service to brokers and clients to ensure retention and growth of business. **Responsibilities**: - Develop the Broker base and build sound relationships - Optimising underwriting performance at a...

  • Service and Support Consultant

    3 days ago

    City of Johannesburg, Gauteng, South Africa Zeal HR Full time

    **Onboarding Consultant**: - financial services / investment services The position requires an experienced and suitably qualified Service and Support Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage experience. Our client is based in...

  • Wni Junior Broker Consultant: Short-term Insurance

    21 hours ago

    Gauteng, South Africa PSG Wealth Financial Planning (Pty) Ltd Full time

    **PSG’s commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce.** **In achieving our employment equity goals, we give preference to applicants from designated groups and we encourage people with disability to apply.** **Job...

  • Senior Group Life New Business Consultant

    3 weeks ago

    City of Johannesburg Metropolitan Municipality, South Africa Kaelo Full time

    Senior Group Life New Business Consultant Full-time About Kaelo Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa – products offerings include Medical Insurance, Medical Aid,...

  • Retentions Consultant

    21 hours ago

    Gauteng, 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...

  • Broker: Sales Consultant

    1 week ago

    Gauteng, South Africa 1 Life Insurance Full time

    **RESPONSIBILITIES** **Customer Relationships Development** Make calls by telephone to customers to offer new products to existing client base. **Customer Needs Clarification** Interview the customer, following a complex multi-level sales script, to clarify the customer's requirements. Or assist in conducting interviews with potential customers to...