Broker Consultant and Investment Specialist (George)

PPS Recruitment; George; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services provider in South Africa is seeking a Broker Consultant and Investment Specialist. This role focuses on providing life assurance and investment support while building relationships with financial intermediaries. The ideal candidate will have a strong sales ability and experience in business development. You will play a key role in expanding the organization's business and ensuring customer satisfaction, with an aim to grow the intermediary base.

Qualifications

• Proven track record of sales ability and expanding business.
• Experience in relationship management with intermediaries.
• Ability to work collaboratively and accurately within guidelines.

Responsibilities

• Provide Life Assurance & Investment support to financial intermediaries.
• Build long-term relationships with high net worth intermediaries.
• Work with Intermediaries to grow the customer base.

Skills

Sales ability

Relationship management

Business development

Job description

PPS External Distribution has an opportunity for a development role combining the skills and experience of a Broker Consultant and Investment Specialist.

Primary responsibility will be the provision of Life Assurance & Investment support to financial intermediaries. Proven track record of sales ability and ability to expand the PPS Life Assurance & Investments business in the region by building long-term relationships with intermediaries, including high net worth intermediaries.

The role involves business development and relationship management within a base Intermediaries that we are intending to grow. The role must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The role must be aware of and responsive to the needs and concerns of customers.

Reporting to the Area Manager, the role involves business development and relationship management within a base of Life Assurance & Investment Intermediaries with the intention to grow this base.