Broker Consultant Liabilities

Telesure Investment Holdings (Tih); Johannesburg; On-site; ZAR 450 000 - 650 000; Full time

Job summary

A leading financial services company based in Johannesburg is seeking a Broker Consultant to enhance relationships with key broker accounts. The role requires strong sales execution and market research skills, with a focus on achieving new business sales targets. Candidates must have a Grade 12 qualification and relevant experience in Liability or Financial Lines. This full-time position offers opportunities for professional growth in a collaborative environment.

Qualifications

• Minimum of 3 years experience in Liability and/or Financial Lines.
• Experience in sales and/or marketing is advantageous.
• Proven capability to develop reports on sales activities.

Responsibilities

• Build and maintain relationships with broker accounts.
• Execute sales strategies to achieve financial results.
• Respond to market research and competitive product assessments.

Skills

Relationship management

Sales strategy execution

Market research

Broker engagement

Problem resolution

Education

Grade 12 / SAQA Accredited Equivalent

Regulatory Examination

Relevant FAIS requirements

B / Higher Diploma in a business-related qualification

Job description

Broker Consultant Liabilities

Join to apply for the Broker Consultant Liabilities role at Telesure Investment Holdings (TIH).

Job Purpose

Build, maintain and enhance relationships with new and existing traditional broker binder holders and / or key broker accounts to ensure profitable sales growth in this market by evaluating individual risks for acceptance.

Responsibilities

Develop and implement a relationship management plan for potential broker accounts to identify and build relationships with relevant decision makers and influencers within the broker organisation and to enable effective two‑way flow of information and resolution of issues.

Execute the broker sales strategy to achieve targeted financial results through personal engagement of brokers that offer new business development opportunities.

Provide a quality service to brokers while identifying opportunities to secure new business or support retention, processing cases, dealing with complex queries and investigating and resolving broker problems.

Effectively escalate broker complaints and issues to support structures and ensure speedy resolution.

Ensure broker binder holders and / or key brokers are continuously up to date with regards to training, products and processes to drive sales and ensure adherence to business and statutory requirements.

Deliver specified outcomes and provide others with expert advice while working within established marketing programs.

Establish and implement adequate marketing strategies for broker marketing in support of new business development.

Participate actively in the development and nurturing of networks and relationships internally and externally by attending all the necessary industry functions.

Support broker and market research by performing broker and market research and analysis techniques.

Continuously assess competitive products in the marketplace and offer suggestions on product enhancements.

Ensure that possible constraints for brokers are constantly assessed and that ideas for improvement are given to business using fact‑based evidence to enhance growth and deal‑making opportunities.

Develop knowledge and understanding of the organisation's policies and procedures and relevant regulatory codes and codes of conduct to ensure own work adheres to those standards; obtain authorization from a supervisor or manager for any exceptions from mandatory procedure.

Deliver on TCF principles in alignment with regulatory requirements.

Respond to personal objectives and use performance management systems to improve personal performance.

Deliver new business development sales targets.

Effectively manage the entire broker binder holder's portfolio, including but not limited to sales, leads, closing, cancellations, premium income, and claims ratios in line with business objectives and compliance requirements.

Collate and analyse data using preset tools, methods and formats; generate daily, weekly and monthly tracking reports on respective activities.

Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfil personal potential.

Maintain an understanding of relevant technology, competitors, external regulation, and industry best practices through ongoing education, attending events and reading specialist media.

Review and underwrite assigned new business and renewal cases within prescribed authority level, escalating unusual or complex cases to senior colleagues where appropriate.

Education

• Grade 12 / SAQA Accredited Equivalent (Essential)
• Regulatory Examination and relevant short‑term personal lines and business qualifications (e.g., Business Insurance) (Essential)
• All relevant FAIS requirements (Essential)
• Relevant CPD accreditation (Essential)
• B / Higher Diploma or equivalent business‑related qualification (Advantageous)

Experience

• 3 or more years experience in Liability and / or Financial Lines as an underwriter or broker (Essential)
• 4–6 years' experience in sales and / or marketing (Advantageous)

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales and Business Development

Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind?

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