Broker Consultant

PPS; Bloemfontein; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services company located in Bloemfontein is looking for a Broker Consultant to enhance its base of Life Assurance Intermediaries. The role focuses on business development and relationship management. Ideal candidates should have at least 2 years of experience in the financial services sector and possess strong interpersonal skills. Applicants should also have relevant qualifications, including Matric and a bachelor’s degree or diploma. The role emphasizes customer service and continuous improvement standards.

Qualifications

• At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge on influencing and persuading others is essential.

Responsibilities

• Support and service intermediaries in their sales efforts by preparing quotes and relevant supporting information.
• Provide constant communication and feedback to advisers about intermediaries operations.
• Plan, organise and control liaisons with intermediaries and their managers.
• Ensure continuous improvement of service standards to clients.
• Ensure alignment to Treating Customers Fairly (TCF) in all practices.

Skills

Customer Focused

Reliable

Results Driven

Quality Orientated

Resilient

Communicating Orally

Communicating in writing

Relating to Customers

Education

Matric

Three year or higher bachelor’s degree or national diploma

NQF 5 – Wealth Management or RFP 3

Job description

Job Description

PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries.

The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow.

The Broker Consultant must work with and through others to build and maintain relationships.

Working closely and accurately within established guidelines is essential in this role.

The Broker Consultant must be aware of and responsive to the needs and concerns of customers.

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

Requirements

Qualification

• Matric.
• A three year or higher bachelor’s degree or national diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience

• At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.

Knowledge

• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Interpersonal And Intrapersonal Skills

• Relating to Customers.
• Communicating in writing.
• Communicating Orally.
• Quality Orientated.
• Reliable.
• Customer Focused.
• Resilient.
• Results Driven.

Duties and Responsibilities

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
• To plan, organise and control liaisons with intermediaries, their managers.
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.