Broker Consultant: Insurance & Investment Solutions

Dk Consulting; Pretoria; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A financial services consulting firm in Pretoria is seeking an experienced Broker Consultant to market a range of insurance and investment products. The role focuses on developing and maintaining broker relationships, issuing quotations, and providing technical support to financial advisors. Candidates should have a minimum of 3 years experience in broker consulting, insurance qualifications, and the ability to drive and support proactive sales initiatives. Competitive compensation including basic salary and commission will be offered.

Qualifications

• Minimum 3 years Broker Consulting experience with a proven track record.
• Insurance qualifications (NQF5 Financial Planning or Wealth Management).
• RE exam and a valid driver's license required.

Responsibilities

• Develop and maintain broker relationships.
• Review new business pipeline, follow-up and tracking.
• Issue quotations and provide ongoing product support.

Skills

Broker Consulting Experience

Relationship Building

Technical Training

Sales and Marketing Initiatives

Education

NQF5 Financial Planning or Wealth Management

RE Exam

Job description

A financial services consulting firm in Pretoria is seeking an experienced Broker Consultant to market a range of insurance and investment products. The role focuses on developing and maintaining broker relationships, issuing quotations, and providing technical support to financial advisors. Candidates should have a minimum of 3 years experience in broker consulting, insurance qualifications, and the ability to drive and support proactive sales initiatives. Competitive compensation including basic salary and commission will be offered.