Broker Consultant | Tyger Valley, Cape Town | Permanent

PSG Konsult Ltd.; Bellville; On-site; ZAR 350,000 - 520,000; Full time

Job summary

PSG Financial Services is recruiting a Broker Consultant to manage and grow relationships with allocated brokers in Tyger Valley, Cape Town. The role focuses on profitable premium growth, broker engagement, and adherence to governance and compliance standards.

The successful candidate will develop growth plans and support underwriting collaboration to optimize opportunities. Applicants should have 3–5 years in short-term insurance as a Broker Consultant, with RE5 and Matric, and own a reliable

Qualifications

• Matric (Grade 12) is required.
• RE5 certification is preferred.
• 3–5 years experience as a Broker Consultant in short-term insurance.
• 3–5 years experience in short-term insurance underwriting, preferably within personal lines.

Responsibilities

• Develop and maintain strong professional relationships with allocated brokers.
• Conduct regular broker visits and engagements in accordance with agreed contact strategies.
• Serve as the primary point of contact between brokers and the business.
• Identify broker needs and opportunities to strengthen business partnerships.
• Ensure broker satisfaction through effective service and support.

Skills

Relationship building

Communication

Presentation

Negotiation

Analytical thinking

Education

Matric (Grade 12)

RE5

NQF4 Short-term Insurance

Job description

Designation: Broker Consultant | Tyger Valley, Cape Town | Permanent

Category: Sales

Job Level: Semi-skilled and discretionary decision making

Posted by: PSG Financial Services

Posted on: 18 Sep 2026

Reference Number: POS42590

Closing date: 30-Sept-2026

Position Type: Permanent

Location: Tygerfalls The Edge Western

Overview:

VACANCY| BROKERCONSULTANT | TYGER VALLEY, CAPE TOWN | PERMANENT

PSGs commitmentto transform and embrace diversity is what drives us to achieve a diverseworkplace with employment equity as a key goal to create an inclusiveworkforce. In achieving our employment equity goals, we give preference toapplicants from designated groups, and we encourage people with disability toapply.

The BrokerConsultant is responsible for developing, managing, and growing relationshipswith allocated brokers to achieve profitable premium growth, increased marketpenetration, and strong retention outcomes. The role requires proactivebusiness development, broker engagement, portfolio management, producttraining, and effective execution of the company's distribution strategy whileadhering to internal governance, compliance standards, and service levelcommitments.

Responsibilities:

Broker RelationshipManagement

• Develop and maintainstrong professional relationships with allocated brokers.
• Conduct regular brokervisits and engagements in accordance with agreed contact strategies.
• Serve as the primary pointof contact between brokers and the business.
• Identify broker needs andopportunities to strengthen business partnerships.
• Ensure a high level ofbroker satisfaction through effective service and support.

Business Development &Growth

• Drive profitable premiumgrowth within the allocated broker portfolio.
• Identify, pursue, andsecure new business opportunities through existing and prospectivebrokers.
• Develop and executebroker-specific growth plans aligned with company objectives.
• Increase productpenetration across allocated broker accounts.
• Promote the company'svalue proposition, products, and solutions within the broker market.
• Monitor broker production,growth, retention, and profitability.
• Analyse portfolioperformance and implement corrective measures where required.
• Manage renewal retentionand support initiatives aimed at improving policy persistency.
• Ensure business writtenaligns with underwriting appetite and target market.
• Work closely withunderwriting teams to optimise growth opportunities while maintainingportfolio quality.

Broker Training & ProductSupport

• Conduct product, system,and sales training for brokers.
• Educate brokers on policywordings, product features, underwriting appetite, and competitiveadvantages.
• Assist brokers withtechnical product queries and business development opportunities.
• Ensure brokers remaininformed regarding product enhancements, process changes, and marketdevelopments.

Compliance, Quality &Governance

• Conduct all activities inaccordance with FAIS, TCF, POPIA, and company governance requirements.
• Ensure all brokerinteractions and business development activities are conducted ethicallyand professionally.
• Maintain accurate recordsof broker engagements, opportunities, and activities.
• Adhere to all reportingrequirements, internal processes, and departmental standards.
• Foster a positive andcollaborative working environment.
• Work closely withUnderwriting, Claims, Operations, and Distribution teams to support brokerneeds.
• Share market intelligence,competitive insights, and broker feedback with relevant stakeholders.
• Participate in businessimprovement and strategic distribution initiatives.
• Grade 12 (Matric)
• RE5
• Own reliable androadworthy vehicle.
• Minimum 3 to 5 years'experience as a Broker Consultant within the short-term insuranceindustry.
• Minimum 3 to 5 years'experience in short-term insurance underwriting, preferably withinpersonal lines with an insurer, underwriting manager (UMA), orintermediary environment.

Advantageous:

• NQF4 in Short-termInsurance or equivalent
• Experience inHigh-Net-Worth (HNW) Personal Lines insurance
• Strong knowledge ofshort-term insurance products, underwriting principles, and brokerdistribution channels.
• Proven businessdevelopment and sales capability.
• Ability to analyseportfolios and identify growth opportunities.
• Sound understanding ofFAIS, TCF, and POPIA requirements.
• Strong relationship-building and stakeholder management skills.
• Excellent communication,presentation, and negotiation skills.
• Strong commercial acumenwith analytical problem-solving ability.
• Effective planning, timemanagement, and ability to perform in a target-driven environment.