drjobs Broker consultant

Broker consultant

Employer Active

1 Vacancy
drjobs

Job Alert

You will be updated with latest job alerts via email
Valid email field required
Send jobs
Send me jobs like this
drjobs

Job Alert

You will be updated with latest job alerts via email

Valid email field required
Send jobs
Jobs by Experience drjobs

1-3years

Job Location drjobs

Johannesburg - South Africa

Monthly Salary drjobs

Not Disclosed

drjobs

Salary Not Disclosed

Vacancy

1 Vacancy

Job Description


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

Requirements:
Educational and Qualification Requirements:
Grade 12 or equivalent NQF 4 qualification.
FSBrecognized qualification with at least 120 FAIS credits to act as a compliant supervisor.
FAIS Representative Regulatory Exam (RE5) passed.
Completed Class of Business training.

Skills and Experience:
At least one year of experience as a Broker Consultant.
Proficient product knowledge and awareness of competitor intelligence.
Proficient in English with knowledge of additional African languages preferred.
Experience in the Mass Market and Stop Order industries.

Additional Requirements:
Valid drivers license and own transport.

Key Responsibilities:

1. Marketing and Relationship Management:
Develop and implement marketing plans to outperform competitors.
Promote the client s brand to brokers to influence product sales.
Maintain and grow business relationships with existing brokers.

2. Broker Support:
Identify broker needs and provide necessary support including negotiations and servicing requirements.
Conduct training sessions and presentations on products and services.

3. New Business and Sales:
Prepare quotations check new business applications and arrange premium payment facilities.
Manage missed payments and ensure business quality.
Conduct marketing drives to secure new business.

4. Client Service:
Handle client queries efficiently and ensure service standards are met.
Monitor turnaround times and quality standards to improve client service.
Provide reports on service delivery and maintain client relationships.

5. Administrative and Leadership:
Manage administrative tasks like broker contract applications and aftersales service.
Provide expert advice to clients and stakeholders.
Participate in innovation and continuous improvement initiatives.


Qualification RE 5 or relevant finance qualification Key Competencies 1. Technical Retail Acumen Possess a deep understanding of technical aspects related to retail insurance. 2. Retail Sales Skills Demonstrate effective sales skills, especially in a retail context. 3. Risk Awareness Display keen awareness of risks associated with insurance products. 4. Cross Selling Identify and execute cross-selling opportunities effectively.

Education

RE 5 and RE1 relevant finance qualification

Employment Type

Full Time

Company Industry

Report This Job
Disclaimer: Drjobpro.com is only a platform that connects job seekers and employers. Applicants are advised to conduct their own independent research into the credentials of the prospective employer.We always make certain that our clients do not endorse any request for money payments, thus we advise against sharing any personal or bank-related information with any third party. If you suspect fraud or malpractice, please contact us via contact us page.