Broker Consultant

1 week ago

Gauteng, 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 date

of first appointment in the industry, listed on the most recently

published Board notice as published for recognized qualification, to

fulfil 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 languages

with 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 necess

  • Broker Consultant

    3 weeks 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

    3 weeks 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....

  • Sales Manager: Broker Hub

    5 days ago

    Gauteng, South Africa Telesure Careers Full time

    Drive and grow sales from the traditional independent and corporate brokers through a team of dedicated personal relationship broker consultants, resulting in an increase in market share with this segment, ultimately driving profitable growth. **Job Functions** Management,Sales **Industries** Insurance,Sales **Specification** Leadership and...

  • Broker Consultant

    1 week ago

    Gauteng, South Africa Metropolitan Life Full time

    **Introduction** **Role Purpose** Attract, engage and retain profitable new business from brokers within the target market in order 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 date of first appointment in the...

  • Broker Consultant

    3 weeks 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 weeks 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 Support

    4 weeks ago

    Gauteng, South Africa 1 Life Insurance Full time

    **JOB PURPOSE** To provide general administrative tasks and support to BCO and brokers in a manner that will ensure delivery of service and achievement of key performance deliverables. **RESPONSIBILITIES** **Broker Customer Service Management** Carry out a range of customer service activities, including handling customer cases and enquiries that are more...

  • Broker Consultant

    3 weeks 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 Florida

    1 week ago

    West Rand, Gauteng, South Africa AVBOB Full time

    **RESPONSIBILITIES INCLUDE**: ? Recruitment, training and management of brokers ? Developing and expanding markets **QUALIFICATIONS REQUIRED FOR THE POSITION** ? Grade 12 ? A suitable industry entry qualification within the requirements of the FSCA ? Comply with FAIS legislation for registration as Fit and Proper individuals: ? Applicants who entered the...

  • Financial Advisor

    4 weeks ago

    Gauteng, South Africa Afrizan People Intelligence (Pty)Ltd Full time

    **Financial Advisor** Remuneration package to be discussed Location: Gauteng, Cape Town & Remote To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework. To provide solutions for the client's long-term insurance and financial planning needs by regularly reviewing the client's...

  • Financial Advisor

    1 day ago

    Gauteng, South Africa Afrizan People Intelligence (Pty)Ltd Full time

    **Financial Advisor** Remuneration package to be discussed Location: Gauteng, Cape Town & Remote To identify the long term (life) risk and give advice to clients on their life assurance needs using the limited architecture framework. To provide solutions for the client's long-term insurance and financial planning needs by regularly reviewing the client's...

  • Operations Consultant

    1 week ago

    Gauteng, South Africa 1 Life Insurance Full time

    **RESPONSIBILITIES** **Risk Management & Analysis** Gather, monitor and analyze risk data and recommend further investigation. Involves using established risk management models, systems and protocols and working under direction. Continuously review risk management and processes to ensure quality for business. **Client & Customer Management** Help senior...

  • Sales Manager

    4 weeks ago

    Gauteng, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our **Hollard Life Solutions, Distribution Division, Affluent Market Department.** We are looking to recruit **Sales Manager - Gauteng** **Role Objectives** To drive the Hollard Life Solutions strategy to achieve agreed sales targets and customer service delivery standards...

  • Sales Manager

    1 day ago

    Gauteng, South Africa Hollard Recruitment Full time

    **Job Advert Summary**: Helloan exciting new opportunity has just become available in our **Hollard Life Solutions, Distribution Division, Affluent Market Department.** We are looking to recruit **Sales Manager - Gauteng** **Role Objectives** To drive the Hollard Life Solutions strategy to achieve agreed sales targets and customer service delivery standards...

  • Financial Operations Administrator Waterfall, Gauteng Permenent

    7 hours ago

    Gauteng, South Africa PSG Konsult Ltd. Full time

    **Designation**: - Financial Operations Administrator | Waterfall, Gauteng | Permenent **Category**: - Administration and Operations **Job Level**: - Skilled technical and academically qualified workers, junior management, supervisors, foremen and superintendents **Posted by**: - PSG Financial Services **Posted on**: - 07 Nov 2024 **Reference...

  • Service, Support and Onboarding Consultant

    3 weeks ago

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

    **Service and Support Consultant - Must have Financial Advisor or Brokerage experience in the Investment Industry** The position requires an experienced and suitably qualified Service and onboarding Agent who is accountable, well spoken, and client service driven. Must have experience in the investment industry and have financial advisory or brokerage...