Broker Consultant | JHB

Kaelo; Johannesburg; On-site; ZAR 420,000 - 620,000; Full time

Job summary

Kaelo in Johannesburg is seeking an accomplished Business Consultant to drive new business delivery and quality through Kaelo service standards. You will identify and improve outcomes of new business activities, increase revenue, and build lasting relationships with clients by providing sales solutions that meet their needs.

The role requires a minimum of three years in business consulting with a proven sales track record, FAIS and related qualifications.

Qualifications

• Minimum of 3 years as a Business Consultant with a proven track record of meeting sales targets.
• FAIS accreditation and related qualifications are required.
• Strong knowledge of short-term insurance and financial planning concepts.

Responsibilities

• Provide sales solutions to meet clients’ needs.
• Participate in proactive sales and marketing initiatives.
• Drive value stream mapping to define as-Is analysis and the transition to Future State.
• Build and maintain client portfolios and long-term relationships.
• Manage strategic new business accounts and cross-sell with other units.
• Ensure all sales administration is completed accurately.

Skills

Health industry knowledge

Short Term Insurance knowledge

New business sales

Sales campaign management

Negotiation

Communication skills

Education

FAIS

Grade 12 matric

NQF Level 5 Wealth Management or short-term insurance

RE exams

Business Degree

Tools

Microsoft Office

Underwriting processes

Financial planning understanding

Job description

About Kaelo

Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa – products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee assistance programmes.

Company Description

About Kaelo

Kaelo provides essential healthcare solutions ensuring the physical and psychosocial wellbeing of all South Africans towards lasting social change. Kaelo meets the Healthcare needs of Corporate and Retail clients across South Africa – products offerings include Medical Insurance, Medical Aid, Gap Insurance, Kaelo Money and employee assistance programmes.

Job Description

To provide excellent new business delivery and quality through Kaelo service and sales standards. Identifying and improving the outcomes of new business activities. Increase and drive new business with a focus on quality and retention. Improving efficiencies and optimising new business acquisitions and drive increased revenue. Increasing the sales of our product offering through building relationships, superior client service and technical knowledge.
Manage strategic new business accounts and maintain relationships for the business. Build and maintain client portfolios
Build long term relationships with new and existing clients
Ensuring all administration relating to sales is completed effectively
Provide sales solutions to meet clients’ needs
Participate in proactive sales and marketing initiatives
Drive value stream mapping to define as-Is analysis and the transition to Future State
Application of knowledge; technical training and analysis to upskill prior to going to market
Keeping up to date with competitor products and service offerings and industry developments
Develop and enhance relationships between business units
Working closely with other business areas and finding opportunities to cross sell
Strategic prospecting skills and rapport building
Negotiate and close sales

Qualifications

Minimum of 3 years as a Business Consultant with a proven track record of meeting sales targets

PERSON DETAILS: WORK EXPERIENCE

REQUIRED

Health industry knowledge
Short Term Insurance knowledge
Top performer in new business and sales team
Proven ability to drive sales and generate new business
Sales Campaign management
Strategic management with focus on marketing enablers
Continuous improvement and strategic experience
Confident and experienced negotiator able to drive revenue

PREFERRED

Based in JHB

EDUCATION: QUALIFICATIONS: ACCREDITATIONS WITH PROFESSIONAL BODY

REQUIRED

FAIS
Grade 12 matric
NQF Level 5 Wealth Management or short-term insurance
RE exams

PREFERRED

Business Degree

REQUIRED

TECHNICAL SKILLS OR KNOWLEDGE

Strong programme and Microsoft office management tool skills
Knowledge of underwriting processes
Understanding of financial planning
Relevant industry experience and competitor knowledge
Exceptional communication skills both verbal and written, problem solving and analytical skills
Additional Information

• Accountability
• Action orientated
• Collaborative
• Communication
• Business writing skills
• Manage complexity
• Problem solving skills
• Decision thinking
• Encourages engagement
• Resilient and adaptive
• Resourceful
• Demonstrates self-awareness
• Purpose driven
• Significance and values orientated