Broker Consultant
7 days ago
Recruit Independent Contractors, Group Independent Contractors, and Independent Financial Advisers.
Cultivate and sustain relationships with Advisers and their office staff.
Conduct Intermediary Panel visits.
Attend monthly review meetings and engage in one-on-one sessions with the Franchise Director.
Aid Intermediaries in identifying business opportunities aligned with product offerings.
Monitor and manage the new business pipeline, ensuring follow-ups and tracking while maintaining a strong rapport with the Associate Business Consultant.
Process quotations and applications efficiently.
Provide comprehensive technical training and ongoing support on Financial Products and Policies to Intermediaries and their teams.
Keep Intermediaries informed about any changes or new offerings within the company's Financial Products and Policies.
Handle queries and provide feedback on various sales and service-related matters.
Coordinate with internal departments to ensure excellent service for Clients and Intermediaries.
Stay updated on competitor products, service offerings, and industry developments.
Engage in proactive sales and marketing initiatives.
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Boksburg, South Africa Sanlam Full timeWho are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future - your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors...
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Claims Consultant
1 week ago
Boksburg, South Africa PSG Konsult Full time**Job description**: The Claims Consultant will be responsible to provide administrative assistance and support on commercial claims business. **Responsibilities**: - Liaising and providing feedback to clients of claim progress - Handling client queries - Claims Management: the daily claims process from capturing received claims to processing and closing...
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Service Consultant
2 weeks ago
Boksburg, South Africa Santam Full timeJob Description The purpose of this position is to provide support to Relationship Managers and would be responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and...
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Service Consultant
1 week ago
Boksburg, South Africa Sanlam Full timeJob Description - The purpose of this position is to provide support to Relationship Managers and would be responsible for delivering quality service to customers, who could be either internal or external to Santam (including brokers, customers, partners and suppliers). The successful incumbent will provide support to address customer, needs, concerns and...
