Business Consultant

1 week ago

Cape Town, Western Cape, South Africa PPS Full time R900 000 - R1 200 000 per year

Job Description,
To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

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Requirements
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Education

  • LLB/Bachelors degree in Marketing, or related
  • Certified Financial Planner (CFP) Certification (preferred)

Experience

  • At least 5 years' experience in the financial services or Life Assurance industry in a sales role

Knowledge And Skills

  • Intermediate knowledge of the Life Assurance or Financial Services Industry
  • Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
  • MS Office package, particularly Internet, Outlook and Excel.
  • Sales negotiation skills

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Duties and Responsibilities
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  • Recruit a panel of brokers to support the glu risk business
  • Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
  • Conduct market research and execute strategic business plans
  • Serve as a product specialist and assist in training PPS staff on glu products and processes
  • Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
  • Co-manage a portfolio of PPS internal intermediaries until fully vested
  • Recruit new agents focused on glu offerings
  • Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
  • Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
  • Maintain consistent communication and feedback with advisers regarding intermediary operations
  • Plan, organise, and manage engagements with intermediaries and their managers
  • Drive continuous improvement in client service standards
  • Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies

  • Effective Communication
  • Business Acumen
  • Client Focus
  • Relationship Building
  • Strategic Orientation
  • Results Orientation
  • Planning and Organising
  • Ethics and Integrity
  • Presentation skills
  • Time management skills

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