Broker Consultant

Telebest; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading insurance firm seeks a Broker Consultant in Durban to source and secure new business opportunities while maintaining client relationships. Candidates must have at least 5 years of experience in the insurance industry, particularly in group risk, and a proven sales track record. Responsibilities include developing client relationships and preparing presentations. Strong knowledge of long-term insurance products is essential, along with the ability to build effective relationships. A relevant qualification and RE5 certification are required.

Qualifications

• 5+ years' experience in the insurance industry, specifically in group funeral or group risk market.
• Valid driver’s license and own vehicle.
• 12+ years of Continuous Professional Development.

Responsibilities

• Sourcing and securing new business opportunities.
• Maintaining relationships with brokers and clients.
• Preparing and delivering presentations to diverse audiences.

Skills

Knowledge of long-term insurance

Broker consulting experience

Sales skills

Relationship building

Understanding insurance legislation

Education

NQF level 6 qualification or 3-year relevant tertiary qualification

Matric

RE5 Regulatory Examinations

Job description

Our client has an EE opportunity available for a Broker Consultant.

Requirements

• Matric
• NQF level 6 qualification or a 3-year relevant tertiary qualification would be advantageous.
• RE5 Regulatory Examinations for representatives.
• 60 FAIS credits or full FAIS recognized qualification.
• Class of Business and Product specific training in category 1 life and friendly societies.
• 12+ years of Continuous Professional Development per CPD cycle.
• Knowledge and understanding of insurance legislation.
• Valid driver’s license and own vehicle.
• Sound knowledge of long-term insurance or employee benefits products.
• Knowledge of underwriting processes.
• 5+ years’ experience in the insurance industry in the group funeral or group risk market.
• Broker consulting, trade unions and funeral parlors experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers.
• Proven sales track record.

KPAs

• Sourcing and securing new business opportunities with corporates, unions, churches, individual clients and more.
• Sourcing new brokers and maintaining relationships.
• Developing and maintaining client relationships in all business levels.
• Ensure that there are no unreasonable post‑sales barriers faced by clients.
• Keep updated with competitor products and services offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Consistently strive to engage with clients to drive company values.
• Prepare and deliver clear and thoughtful presentations to various clients and potential client audiences with diverse backgrounds.

If no response is received within one week of applying, please consider the application as unsuccessful.