Broker Consultant / Business Management Consultant - KZN

FirstRand Life Assurance Ltd; Durban; On-site; ZAR 550,000 - 850,000; Full time

Job summary

FirstRand Life Assurance Ltd seeks a Business Management Consultant to build and strengthen relationships with Independent Financial Advisors. You will drive awareness of FirstRand Life, Investments and related solutions, and market life and investment services to existing IFAs while onboarding new ones.

The role requires 3–5 years of broker consulting experience, Life Assurance knowledge, and strong relationship-building skills. Travel locally may be required.

Qualifications

• Matric with NQF 5 qualification and 3–5 years broker consulting experience.
• 3+ years life assurance experience in Investments/IFA environment.
• Strong relationship-building, communication, and sales skills.

Responsibilities

• Build and strengthen relationships with Independent Financial Advisors (IFAs).
• Drive awareness and adoption of FirstRand Life, Investments, and broader FirstRand solutions.
• Market and develop Life and Investment service offerings to existing IFA portfolio and onboard additional IFAs.

Skills

Broker Consulting

Investments

IFA environment

Life Assurance

Financial Services

Sales & Negotiation

Product Presentations

Training

Relationship Management

Underwriting

Group Risk knowledge

Investment products

Education

Matric NQF 5

Job description

To be the primary relationship holder, with the requirement to develop and maintain enduring relationships. To provide product training and field most queries due to your in-depth understanding of Investments, Insure and other First Rand products.

Business Management Consultant

Hello Future Business Management Consultant At FNB we believe that meaningful relationships are driven by professional Business Management Consultants / Broker Consultants who thrives on building trusted partnerships with Independent Financial Advisors (IFAs), who are passionate about helping them grow their businesses through innovative financial solutions and exceptional service. We're passionate about creating opportunities for talented individuals who challenge convention and drive meaningful change. Join a team where innovation, collaboration, and growth go hand in hand. If you thrive on building partnerships, identifying opportunities, and delivering value, this could be the opportunity for you.

In this role, you will:

• Build and strengthen relationships with Independent Financial Advisors.
• Drive awareness and adoption of FNB Life, Investments, and broader FirstRand solutions.
• Marketing and developing Life and Investment service offerings to existing IFA portfolio and in time bring additional IFAs onboard.
• Provide product guidance, support, and training to advisors.
• Identify and pursue business development opportunities to support sales growth.
• Deliver exceptional service and solutions that exceed advisor expectations to IFAs.
• Facilitate collaboration between advisors and product specialists on complex requirements.
• Stay informed on industry developments, competitor activity, and product enhancements.

You're an ideal candidate if you have:

Minimum Requirements Matric NQF 5 qualification 3 to 5 years Broker Consulting experience within the Investments and IFA environment 3+ years Life Assurance experience Key Skills Financial Services & Long-Term Risk Insurance Adviser Distribution Business Development Relationship Management Sales & Negotiation Product Presentations & Training IFA Relationship Management Product & Quote Analysis Underwriting Engagement Knowledge of Group Risk, Individual Life, and Investment products Strong relationship-building and communication skills Commercial and sales acumen Client-centric approach Strong attention to detail Curiosity, adaptability, and a willingness to learn Willingness to travel locally Technical understanding of the advisor process in the insurance industry

What you’ll get in return

Opportunities to collaborate with industry experts A progressive and agile working environment Continuous learning and development opportunities The ability to innovate and make a meaningful impact Exposure to one of South Africa's leading financial services groups

You’ll thrive if you are:

Adaptable and curious Relationship-focused Results-driven Collaborative Proactive and solutions-oriented Comfortable navigating a fast-paced environment

Important Closing Date

07/11/26

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

FirstRand provides a comprehensive range of financial services in South Africa and certain markets in broader Africa. The group also offers certain niche products and services in the UK and India. Listed on the Johannesburg Stock Exchange (JSE) and the Namibian Stock Exchange (NSX), FirstRand Limited is the largest financial institution by market capitalisation in Africa. The group follows a multi-branding approach. Its portfolio of financial services businesses includes FNB, RMB, WesBank, Ashburton Investments, Aldermore, MotoNovo and DirectAxis. Many are leaders in their respective segments and markets, offering transactional, lending, investment and insurance products and services The FirstRand Corporate Centre houses many of the critical functions required by a large and complex financial services group. The group's track record of delivering superior returns to shareholders has been achieved through a combination of organic growth, acquisitions, innovation and the creation of completely new businesses. The group’s purpose of delivering Shared Prosperity provides many opportunities for employees to innovate to address social and environmental challenges in our markets. All of our businesses have successful Volunteering programmes which also allow employees to adopt and support causes close to their hearts.