Broker Consultant

Dk Consulting; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services consulting firm in Pretoria is seeking an experienced Broker Consultant to market a range of insurance and investment products. The role focuses on developing and maintaining broker relationships, issuing quotations, and providing technical support to financial advisors. Candidates should have a minimum of 3 years experience in broker consulting, insurance qualifications, and the ability to drive and support proactive sales initiatives. Competitive compensation including basic salary and commission will be offered.

Qualifications

• Minimum 3 years Broker Consulting experience with a proven track record.
• Insurance qualifications (NQF5 Financial Planning or Wealth Management).
• RE exam and a valid driver's license required.

Responsibilities

• Develop and maintain broker relationships.
• Review new business pipeline, follow-up and tracking.
• Issue quotations and provide ongoing product support.

Skills

Broker Consulting Experience

Relationship Building

Technical Training

Sales and Marketing Initiatives

Education

NQF5 Financial Planning or Wealth Management

RE Exam

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.

Responsibilities

• Developing and maintaining broker relationships
• Reviewing new business pipeline, follow-up and tracking
• Issuing quotations
• Providing technical training 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 offerings and industry developments
• 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