Broker Consultant

7 months ago

Pretoria, South Africa Status Asset Management Full time

Position: Broker Consultant

Location: Gauteng

Do you love being out and about, meeting new people? Are you fantastic at convincing and does your negotiation skills know no bounds? Are you great at maintaining client relationships? Then you are our BROKER CONSULTANT.

This role plays an integral part in our team, as you will build and maintain relationships with the Business’ Broker channels, ensuring they are equipped to sell our products .

Great, so who is a good fit?

A specialist who is able to build, maintain and enhance relationships with new and existing External Partners, whilst leveraging their partner relationships in order to obtain business growth.

You may be wondering, what does such a fantastic individual’s duties include?

  • Provide quality service to Brokers, while identifying opportunities to secure new business or support retention.
  • Processing applications, dealing with queries and investigating and resolving customer problems.
  • Make and receive calls (by telephone) to allocated Brokers to generate additional leads and maintain existing ones. Such activities must be logged on the CRM system.
  • Act as a first point of contact for resolving broker queries and complaints.
  • Collate and analyse data to identify trends, opportunities and risks. Involves working independently.
  • Generate daily, weekly and monthly reports on broker contacts, as well as broker panel performance.
  • Respond to personal objectives.
  • Monitor the performance (panel penetration, ensuring not more than 30% of lapse ratios and NTU ratios) of the Brokers/External Partners.
  • Design own monthly schedule and, if necessary, assign work to others in order to speed up office workflow and ensure high-priority tasks get done.

Are there any specific skills and attributes required?

  • Attention to detail and a high level of
  • Ability to work under pressure and a self-starter with excellent organising
  • Good verbal, written and communication
  • Committed and reliable with integrity and
  • Loyalty toward the organisation.
  • Tenacity, Attendance & Punctuality.
  • Needs to have resilience, with good time management
  • Problem solving skills, by effectively identifying problems as soon as they arise.
  • Ability to be able to think out of the box.

Take a look at the what the requirements for this amazing job is:

  • Matric/Grade 12 or SAQA Accredited Equivalent Essential.
  • 3-4 years’ experience in sales and distribution in long-term insurance (Essential).
  • Experience in marketing or sales in banking / financial / insurance / business services (Advantageous).

 

 

 

___________________________________ ___________________________

Signature

  • Broker Consultant

    6 months ago

    Pretoria, South Africa IFAnet Centurion Full time

    **Description** Broker Consultant **Responsibilities** - Service an allocated Product Provider contract per calling point. - Manage the relationship with the IFA and his/her staff on an on-going basis; by ensuring the sales process, administration efficiency and interaction with PPs are well structured. **Position Requirements** - Grade 12 or...

  • Broker Consultant

    3 weeks ago

    Pretoria, South Africa Sanlam Group Full time

    Job title : Broker Consultant - PretoriaJob Location : Gauteng, PretoriaDeadline : December 06, 2024Quick Recommended Links Jobs by Location Job by industries What will you do? Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries Developing existing markets Risk management New Business (quality) Training (administration and sales)...

  • Broker Consultant

    4 months ago

    Pretoria, South Africa Sanlam Full time

    **Who 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...

  • Broker Consultant

    6 months ago

    Pretoria, South Africa Sanlam Full time

    **Who 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...

  • Business Development Broker Consultant

    6 months ago

    Pretoria, South Africa Pro Select Consulting Full time

    Consistently deliver and exceed on allocated sales targets. - Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. - Assist in identifying new potential Financial Advisers and opportunities for business growth. - Technical training and ongoing product support to Financial Advisers - Facilitate...

  • Broker Consultant

    1 month ago

    Pretoria, South Africa Sanlam Full time

    Broker Consultant (PG10): SanlamConnect Gauteng North Region (Jacaranda Lynnwood) Re-run Date: 26 Oct 2024 Location: Pretoria, Gauteng, ZA Company: Sanlam Group Who 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....

  • Broker Consultant and Investment Specialist

    7 months ago

    Pretoria, South Africa PPS Recruitment Full time

    **Job Advert Summary**: PPS External Distribution has an opportunity for a hybrid development role combining the skills and experience of a Broker Consultant and an Investment Specialist. Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand...

  • Area Manager: Broker Service

    8 months ago

    Pretoria, South Africa AVBOB Full time

    **Using appropriate methods and a flexible interpersonal style to help build a cohesive team: facilitating the completion of team goals in building a successful team.** - Develop direction by ensuring that the purpose and importance of the team are clarified (e.g. the team has a clear charter or mission statement); guides the setting of specific and...

  • Broker Consultant

    6 months ago

    Pretoria, South Africa TalentCru Full time

    Attention experienced Broker Consultants in the insurance industry ‼️ Are you ready to take on a new challenge in Gauteng? We are currently hiring individuals with over 3 years of experience in external sales. Fluency in English , a valid driver's license, and a reliable car are must-haves for this role. This is your opportunity to excel in a...

  • Broker Support Manager

    3 weeks ago

    Pretoria, South Africa Santam Insurance Full time

    Job title : Broker Support ManagerJob Location : Gauteng, PretoriaDeadline : December 04, 2024Quick Recommended Links Jobs by Location Job by industries Job Description The Broker Support Manager will provide dynamic leadership to ensure intermediary relationships at a strategic and operational level with the focus on efficiency, growth and profitability...

  • Insurance Consultant

    7 months ago

    Pretoria, South Africa Sanlam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Insurance Consultant

    7 months ago

    Pretoria, South Africa Sanlam Full time

    **Who are we?** Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Broker Support Manager

    2 months ago

    Pretoria, South Africa Sanlam Full time

    About the Company- Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Broker Support Manager

    2 months ago

    Pretoria, South Africa Sanlam Full time

    About the Company Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Broker Consultant

    7 months ago

    Pretoria, South Africa Pronel Personnel Full time

    **Minimum requirements**: - RE5 & Matric - Fluent in Afrikaans and English (verbal and written) - Must have at least 5 years experience in short term insurance - Needs a good understanding of general commercial insurance (at least 3 years experience) - Driver’s license - Own reliable vehicle - Presentable with good people skills - Computer literate -...

  • Service Consultant

    2 months ago

    Pretoria, South Africa Discovery Full time

    About Discovery Discovery’s core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global...

  • Service Consultant

    3 months ago

    Pretoria, South Africa Sanlam Full time

    About the Company- Santam is the market leader in the general insurance industry in South Africa. We are a large, diversified, expanding, and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Service Consultant

    2 months ago

    Pretoria, South Africa Sanlam Full time

    About the Company Santam is the market leader in the general insurance industry in South Africa. We are a large, diversified, expanding, and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is...

  • Business Development Consultant

    7 months ago

    Pretoria, South Africa Sanlam Full time

    Who are we? Glacier by Sanlam brings together leading experts and respected financial services companies to meet clients’ investment needs. We deliver focused investment services through specialist teams, partner with acclaimed financial intermediaries and pride ourselves on our superior products and solutions and high quality service. We offer a...

  • Insurance Administrator

    7 months ago

    Pretoria, South Africa Accredinet Financial Solutions Full time

    Duties will include the following 1. All Admin work - Brokers, Complaints, Investec (Print scan and update) 2. Broker inquiries are filed in everyone's own folder on OneDrive 3. Provider / insurers lists with codes updated and kept up to date 4. Keep consultants' details up to date 5. Open / follow up / close codes with insurers 6. Upload cases on...