Broker Consultant (Durban)

Assupol; Durban; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services provider is seeking a Broker Consultant in Durban to recruit and support brokers while achieving set targets. Responsibilities include developing and implementing sales strategies, training brokers, and managing client relationships. Candidates should have a Matric, relevant insurance qualifications, and substantial experience in project management and the long-term insurance industry. Excellent communication, presentation, and marketing skills are vital for success in this role.

Qualifications

• 2 years Project Management experience.
• 2 years in the Long-Term Insurance industry.
• At least 1 year of advice and intermediary experience in category A, B, C and retail benefits.
• 1 year’s management experience in the insurance industry.

Responsibilities

• Recruit, maintain, and develop brokers and achieve set targets.
• Develop and implement an integrated sales & marketing plan.
• Grow distribution channel by sourcing and selecting appropriate brokers.
• Ensure brokers are equipped with sufficient documentation.
• Provide product training and other enhancements for brokers.

Skills

Communication Verbal and written

Presentation

Research

Network

Facilitation

Coaching

Recruitment

Marketing

Report Writing

Planning and organising

Education

Matric

Diploma / Degree / Long Term Insurance qualification

Regulatory Examination Level 1: Representatives

Regulatory Examination Level 1: Key Individual

Job description

Job Title

Broker Consultant (Durban)

Location

KwaZulu-Natal, Durban

Deadline

December 13, 2025

Main Responsibilities

• To recruit, maintain and develop brokers and achieve set targets

Develop and maintain sales and marketing plan

• Develop and implement an integrated sales & marketing plan
• Review progress and compile report on progress made

Recruit Brokers

• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation of Brokers for the CCC

Provide support to brokers

• Ensure brokers are equipped with sufficient documentation e.g. application forms
• Handle administration queries on behalf of dedicated brokers
• Check business methods of dedicated brokers and advise accordingly
• Update brokers on Assupol products and services regularly
• Ensure computer software of brokers are up to date in respect of Assupol products and services
• Build professional business relationships with brokers

Offer training to brokers and their sub-agents

• Facilitate product training
• Facilitate any other form of training that will enhance the broker’s production
• Keep record of training interventions
• Forward all relevant training info to Head Office

Identity and develop new and current markets

• Identify and develop new markets
• Negotiate stop order markets
• Maintain contacts with key decision makers and insurance industry resources (new and existing)
• Retain and increase market share in existing markets
• Manage the business retention
• Conduct products presentations in the market

Maintain production targets and retain business

• Identify and develop new markets
• Ensure and monitor set production targets are achieved
• Maintain business retention

Requirements

Knowledge and Skills

• Formal Education: Matric
• Diploma / Degree / Long Term Insurance qualification (a qualification that is recognised by the FSCA)
• Technical / Legal Certification: Regulatory Examination Level 1 : Representatives
• Regulatory Examination Level 1 : Key Individual (Advantage)

Experience

• 2 years Project Management
• 2 years’ experience in the Long-Term Insurance industry
• At least 1 year of advice and intermediary experience in category A, B, C and retail benefits
• 1 year’s management experience in the insurance industry

Competencies

Knowledge

• Life Industry
• Legislation FAIS, NCA, FSCA, LTIA
• Financial Management Products

Skills

• Communication Verbal and written
• Presentation
• Research
• Network
• Facilitation
• Coaching
• Recruitment
• Marketing
• Report Writing
• Planning and organising

Attributes

• Perseverance
• People centric
• Sales / Retail / Business Development jobs