Broker Consultant

DK Consulting; Pretoria; On-site; ZAR 300,000 - 420,000; Full time

Benefits offered by this job

Basic + Commission

Job summary

DK Consulting in Pretoria is seeking an 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.

You will develop and maintain broker relationships, review new business pipelines, issue quotations, and provide technical training and product support to Financial Advisors, while coordinating with internal teams to ensure superior service.

Qualifications

• 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

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.

Skills

Broker relationships

Sales support

Insurance knowledge

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.

Duties & 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