Broker Consultant

O'Brien Recruitment; Cape Town; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading recruitment firm is seeking a detail-oriented Broker Consultant to support the Sales Support function in the financial services sector. Key responsibilities include managing broker applications, resolving queries, and maintaining documentation accuracy. Ideal candidates should possess Grade 12, 3–5 years experience in insurance, and proficiency in MS Office. This permanent role based in Western Cape offers an opportunity to thrive in a robust team environment.

Qualifications

• 3–5 years experience in Financial Services or Funeral Insurance.
• Prior experience providing administrative support to brokers.
• Excellent written and verbal English communication skills.

Responsibilities

• Capture broker information accurately on internal systems.
• Compile and manage broker application documentation.
• Follow up with brokers on outstanding documentation.
• Handle broker queries and assist with resolving escalations.
• Liaise with internal departments to support broker processes.

Skills

Broker liaison skills

Strong communication skills

Organizational skills

Intermediate Excel proficiency

Education

Grade 12

Administration qualification

Tools

MS Office

Job description

Broker Consultant

Location: Western Cape – Bellville
Employment Type: Permanent
Working Hours: Monday to Friday | 08h00 – 16h30

Role Overview

A well-established organisation within the financial services / funeral insurance sector is seeking a detail-oriented and self-motivated Broker Consultant to provide administrative and operational support to the Sales Support function. This role requires strong coordination, documentation control, and broker liaison skills.

Key Responsibilities

• Capture broker information accurately on internal systems
• Compile and manage broker application documentation
• Follow up with brokers on outstanding documentation
• Handle broker queries and assist with resolving escalations
• Liaise with internal departments to support broker processes
• Maintain strong relationships with internal teams and external brokers
• Perform quality checks to ensure accuracy and compliance
• Maintain effective filing and document control systems
• Prepare reports and manage correspondence
• Identify process improvements and support implementation of new procedures

Minimum Requirements

• Grade 12 (essential)
• Administration qualification or relevant experience (advantageous)
• 3–5 years’ experience in Financial Services, Long-Term or Funeral Insurance
• Prior experience providing administrative support to brokers
• Excellent written and verbal English communication skills
• Proficiency in MS Office, including intermediate Excel
• Strong organisational skills with high attention to detail

Ideal Attributes

• Strong multitasking ability
• High level of accuracy and confidentiality
• Professional communication style
• Ability to work independently and within a team
• Good time management and deadline-driven

A 6-month probation period will apply. Employment equity principles will be applied.