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
Education (not negotiable)
Minimum: NQF5 in Financial Planning/Wealth Management or Short-term Insurance qualifications plus RE
Experience:
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
Other
- Own insured transport, cellphone and drivers license
- Willingness to undertake business travel across South Africa
PLEASE NOTE: ONLY SUITABLE APPLICANTS WILL BE CONTACTED.
Desired Skills:
- 3-5 years experience as a Broker Consultant marketing long-term insurance products and investments to Brokers
Desired Qualification Level & Accreditations:
- Degree
- Financial Planning Institute