Broker Consultant

Recruiter:

The Recruitment Council

Job Ref:

Broker Consultant

Date posted:

Friday, February 11, 2022

Location:

Johannesburg, South Africa

Salary:

Annual Salary

SUMMARY:
Broker Consultant

JOB DESCRIPTION:

Join one of South Africa''''s leading insurers as a Broker Consultant. They are a customer-centric and dynamic financial services company with a global footprint
and a proud history of innovation. They are vibrant, successful and value orientated with an
amazing culture.

Their success can be attributed, amongst other things, to the outstanding people that work for them.
As a values-based organization, they take their reputation for awesome service and innovation
seriously and strive for excellence.

They are a disruptor within the financial services market broadly and now seek to disrupt the
Investment market. THey have a growing Life Insurance and Investments business, and are
looking for an experienced Broker Consultant to join their investments team.

This incredible opportunity exists in their Centurion Head Office servicing Gauteng and is for an Investment
specialist within the IFA market who is entrepreneurial, ambitious, and experienced
They require deep experience of marketing investment products and a considerable network of
trusted and demonstrable relationships with Independent Financial Advisors (IFA’s). The company is looking for
someone who can help us build not only the network of relationships, but also drive the
sales of the company''''s products in those relationships:

Overview and Purpose of the Role:

Their investment business has grown significantly over the year which has led to the development
of the Broker Consulting role. The Broker Consultant is charged with driving growth in the
investments market by creating widespread awareness of our investment business and
its product offerings, through Independent Financial Advisors (IFA’s) While the focus will be on
Gauteng, the Broker Consultant will also be involved at a broader national level.

The incumbent of this newly created position will be responsible for growing and developing the
Investment portfolio.
The Broker Consultant must align themselves with the culture and values of
Awesome Service, Passionate, Honest, Human, Dynamic and Recognition and be able to work
within a dynamic and fast paced environment.

While needing an experienced investment professional to take up this role please take note that
this is a role for a self-starter to build out a framework for us to build and maintain relationships
with Independent Financial Advisors and as such the key outputs for this role are as follows:

Having access to a demonstrable book of existing relationships with IFAs in Gauteng specialising in Life and Investment business.
To drive awareness of and to market the solution and product suite to IFAs and the skill present the various products and solutions offered by the platform to IFA’s
Help us develop and manage the broker consulting skill in the Investments Business including an understanding of how to manage performance.
To drive awareness of and to market the product suite to IFAs
Build a database of IFAs actively supporting the platform and product suite with new business flows from supporting IFA’s
Investment Product training of IFA’s on the product suite
Provide high level strategic input into the growth of the business.

Qualification and Experience

Essential

Completed Matric or National Senior Certificate as a minimum but a relevant commercial degree will be advantageous
60 FAIS credits/Full Insurance Qualifications (depending on DOFA)
Proven track record in the sales and marketing of Investment products through IFA’s
For applicants that have been working in a financial services industry prior to December 2010, preference will be given to applicants with their Financial Services Board Regulatory Exams (RE5) completed. Applicants without prior financial services sales experience will not be prejudiced by this requirement.
If you worked in the financial services industry prior to December 2011, selling and providing financial advice to clients. You would need to have completed the 30 FAIS credits
necessary for personal lines or 60 FAIS credits for commercial insurance
Must have your own reliable transport
Valid code B driver’s license
At least 3 years’ experience in a similar role
Effective communication with both internal stakeholders and IFA’s.
Drafting, tracking and measurement of your personal business plan.
Providing on-going service and support to your individual IFA’s
Keeping abreast with the Life and Investment market changes and developments.

NB! This job is now closed. You can apply for other jobs by uploading your CV.

Similar jobs you might be interested in:

Short Insurance Portfolio Manager | Pretoria
Location: Pretoria
Salary: R 480 000 – R 600 000 Per Annum
Short Insurance Portfolio Manager | Pretoria
8 days ago

Portfolio Manager Portfolio Manager
Location: Pretoria
Salary: R600 000 Per Annum
Exciting Opportunity: Portfolio Manager at Leading Underwriting Manager in the Insurance Sector!
13 days ago

Personal Assistant (Insurance)
Location: Johannesburg
Salary: 12 000 Monthly
Bedfordview (Gauteng) - Our client, a leading independent financial brokerage, is expanding its team and seeking a dedicated Personal Assistant to join their dynamic Administration team.This role is perfect for a highly capable individual who thrives under pressure and excels at following instructions with precision. If you are an excellent communicator with a passion for providing top-notch admin...
21 days ago

Claims Consultant
Location: Johannesburg
Salary: 35000 Monthly
My Short Term Insurance broker Client is looking for a Claims consultant with Commercial, Personal Lines, Motor and Non-Motor experience.
18 days ago

Claims Broker _Houghton JHB
Location: Johannesburg
Salary:
4 days ago

Broker Assistant
Location: Johannesburg
Salary: 11000
Our client in Sandton is looking for a broker Assistant to join their team
7 days ago

Broker Sales Representative
Location: Johannesburg
Salary: 8 000 Monthly
Bedfordview (Gauteng) - Our client, a dynamic financial services organization is seeking an experienced broker Sales Representative with Contact Centre experience to join their team. If you have a passion for meeting targets and dealing with people, then this opportunity is for you!
14 days ago

Broker Assistant
Location: Johannesburg
Salary: 15 000 - 20 000
broker Assistant / Paraplanner
7 days ago

Broker/Contract Broker
Location: Johannesburg
Salary: Market related
Our client is looking for an experienced and proactive broker/Contract broker to manage contractual
14 days ago

Transport Broker
Location: Johannesburg
Salary: Market related
Our client is looking for a driven and experienced Transport broker to oversee daily transport opera
14 days ago

Broker Consultant

Similar jobs you might be interested in:

Create a free job alert for Broker Consultant in Johannesburg

Jobseekers

Recruiter

General