Broker Consultant

RMB - Rand Merchant Bank; Johannesburg; On-site; ZAR 600,000 - 900,000; Full time

Job summary

Rand Merchant Bank is seeking a skilled professional to grow its Independent Financial Advisors (IFA) network, deliver solutions, and provide excellent service to clients. You will train and market our products, manage onboarding of brokers, and ensure accreditation while achieving new business targets.

You will develop relationships with IFAs and key stakeholders, deliver training (PST), distribute product updates, and represent the company at industry events to drive growth and compliance.

Qualifications

• 5 to 8 years Employee benefits broker consulting experience.
• Must have good established relationships with a network of Independent Financial advisors specialising in employee benefits (like pension and group risk solutions)
• Analytical, attention to detail, managing demanding stakeholders, service and solutions oriented , able to build relationships internally and externally .
• Relevant degree

Responsibilities

• Develop and maintain strong relationships with IFAs and key stakeholders to grow the network and increase business.
• Deliver exceptional service to IFAs and their clients, providing solutions and resolving any issues that arise.
• Achieve new business targets by promoting and selling our products and services to IFAs.
• Give product specific training (PST) to ensure that IFAs have a comprehensive understanding of our products and services.
• Manage the onboarding process and ensure brokers are accredited.
• Prepare and distribute communication to IFAs, keeping them informed about product updates, market trends, and industry news.
• Attend industry events and conferences to represent the company and network with potential clients.
• Collaborate with other departments to ensure that all client needs are met.
• Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Participate in planned activities that are appropriate for own and employee development.

Skills

Analytical

Attention to detail

Stakeholder management

Relationship building

Customer service

Education

Relevant degree

Job description

Job Description

To grow the Independent Financial Advisors (IFA) network, deliver solutions, and provide excellent service to clients. To meet new business targets, conducting product specific training (PST), marketing products, and preparing and distributing communication.

• Are you someone who can:
• Creates solutions to meet customer demands and deliver internal and external customer service excellence through adherence to quality service standards.
• Develop and maintain strong relationships with IFAs and key stakeholders to grow the network and increase business.
• Deliver exceptional service to IFAs and their clients, providing solutions and resolving any issues that arise.
• Achieve new business targets by promoting and selling our products and services to IFAs.
• Give product specific training (PST) to ensure that IFAs have a comprehensive understanding of our products and services.
• Manage the onboarding process and ensure brokers are accredited.
• Prepare and distribute communication to IFAs, keeping them informed about product updates, market trends, and industry news.
• Attend industry events and conferences to represent the company and network with potential clients.
• Collaborate with other departments to ensure that all client needs are met.
• Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Participate in planned activities that are appropriate for own and employee development.
• You will be an ideal candidate if you have:
• 5 to 8 years Employee benefits broker consulting experience
• Must have good established relationships with a network of Independent Financial advisors specialising in employee benefits (like pension and group risk solutions)
• Analytical, attention to detail, managing demanding stakeholders, service and solutions oriented , able to build relationships internally and externally .
• You will have access to:
• Opportunities to network and collaborate
• Opportunities to innovate
• We can be a match if you are:
• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do
• Are you interested to take the step? We look forward to engaging with you further. Apply now!

• Are you someone who can:
• Creates solutions to meet customer demands and deliver internal and external customer service excellence through adherence to quality service standards.
• Develop and maintain strong relationships with IFAs and key stakeholders to grow the network and increase business.
• Deliver exceptional service to IFAs and their clients, providing solutions and resolving any issues that arise.
• Achieve new business targets by promoting and selling our products and services to IFAs.
• Give product specific training (PST) to ensure that IFAs have a comprehensive understanding of our products and services.
• Manage the onboarding process and ensure brokers are accredited.
• Prepare and distribute communication to IFAs, keeping them informed about product updates, market trends, and industry news.
• Attend industry events and conferences to represent the company and network with potential clients.
• Collaborate with other departments to ensure that all client needs are met.
• Ensure compliance with relevant statutory, legislative, policy and governance requirements in area of accountability.
• Participate in planned activities that are appropriate for own and employee development.
• You will be an ideal candidate if you have:
• 5 to 8 years Employee benefits broker consulting experience
• Relevant degree
• Must have good established relationships with a network of Independent Financial advisors specialising in employee benefits (like pension and group risk solutions)
• Analytical, attention to detail, managing demanding stakeholders, service and solutions oriented , able to build relationships internally and externally .
• You will have access to:
• Opportunities to network and collaborate
• Challenging work
• Opportunities to innovate
• We can be a match if you are:
• Curious & courageous - you're driven by always wanting to know more and learn more and you're brave enough
• Obsessed with mastery - you know what it takes to become good at what you do and are constantly pushing yourself to do it
• Love putting our clients at the forefront of what you do
• Are you interested to take the step? We look forward to engaging with you further. Apply now!

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

22/09/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.