Broker Consultant Basic + Commission

DK Consulting; Vereeniging; On-site; ZAR 300,000 - 550,000; Full time

Benefits offered by this job

Basic + Commission

Job summary

DK Consulting is seeking a Broker Consultant to market short-term and long-term insurance products and investment products to brokers, developing relationships and exceeding targets.

You will review new business pipelines, issue quotations, provide technical training to Financial Advisors, and handle queries while liaising with internal departments to ensure superior service and market outperformance.

Qualifications

• Minimum of 3 years Broker Consulting experience with a proven track record.
• Insurance qualifications (NQF5 Financial planning or Wealth Management).
• RE5 exam.
• Own reliable car and driver's license.
• Fluent in English and Afrikaans.

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.

Job description

Broker Consultant

Blue-chip and listed Insurer requires experienced Broker Consultant to market short-term and long-term insurance products and investment products to brokers, develop relationships and exceed targets.

Duties & 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.

Desired Experience & Qualification

• Minimum: 3 years Broker Consulting experience with a proven track record.
• Insurance qualifications (NQF5 Financial planning or Wealth Management).
• RE5 exam.
• Own reliable car.
• Driver's license.
• Must speak English and Afrikaans fluently.

Package & Remuneration

Basic + Commission.

DK Consulting