Broker Consultant

DK Consulting; Johannesburg; On-site; ZAR 260,000 - 380,000; Full time

Job summary

DK Consulting is seeking an experienced Broker Consultant in Johannesburg to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers.

The role involves developing broker relationships, reviewing the new business pipeline, issuing quotes and providing technical training to Financial Advisors, while coordinating with internal departments to ensure top-tier service for clients.

Qualifications

• 3 years Broker Consulting experience with a proven track record.
• Insurance qualifications (NQF5 Financial planning or Wealth Management).
• RE exam required.

Responsibilities

• Developing 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 initiatives

Education

NQF5 Financial planning or Wealth Management

RE exam

Tools

Own transport

Valid driver's license

Job description

Broker Consultant

Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers.

Duties & Responsibilities

1. Developing and maintaining broker relationships
2. Review New business pipeline, follow-up and tracking
3. Issuing of quotations
4. Technical training of and ongoing product support to Financial Advisors
5. Dealing with queries and providing information on a range of sales and service issues
6. Liaising with internal departments on processing issues
7. Building relationships with internal departments to ensure superior service is offered to clients
8. Keeping up-to-date with competitor product and service offering and industry developments
9. Participating in proactive sales and marketing initiatives

Desired Experience & Qualification

• Minimum: 3 years Broker Consulting experience with a proven track record
• Insurance qualifications (NQF5 Financial planning or Wealth Management)
• RE exam
• Own transport
• Valid driver's license

Package & Remuneration

Basic + Commission

PLEASE NOTE: Only candidates with suitable qualifications and experience will be contacted.

DK Consulting
Debbie Kotzen