Broker Consultant

8 hours ago


Boksburg South Africa 3RC (Pty) Ltd Full time

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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