Insurer requires Broker Consultant to increase the sales of the product range through building relationships, superior client service technical and product knowledge. The position requires that targets are achieved and [URL Removed] and maintaining broker relationships
Review New business pipeline, follow-up and tracking
Issuing of quotations
Technical training of and ongoing product support to Financial Advisors
Dealing with queries and providing information on a range of sales and service issues
Liaising with internal departments on processing issues
Building relationships with internal departments to ensure superior service is offered to clients
Keeping up-to-date with competitor product and service offering and industry developments
Participating in proactive sales and marketing initiativesRequirements
Minimum: NQF5 in Financial Planning or Wealth Management plus RE5
Sound knowledge of Health, risk and investment products
Knowledge of underwriting processes
Broker consulting experience in an insurance company or investment house
An understanding of Financial Planning


  • Own insured transport, cellphone and drivers license


Desired Skills:

  • Experience as a Broker Consultant in a Long-Term Insurance environment

Desired Qualification Level & Accreditations:

  • Diploma
  • Financial Planning Institute

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