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Job summary
A financial services provider in South Africa is searching for a dynamic Broker Consultant to enhance partner relationships and drive business growth. The ideal candidate will have 3–4 years of sales experience in long-term insurance, with strong communication skills and proficiency in Excel trend analysis. You'll manage broker relationships, ensuring compliance and operational risks are effectively mitigated. This role is pivotal for those who thrive on building lasting partnerships and delivering exceptional customer service.
Qualifications
Grade 12 / SAQA Accredited Equivalent is essential.
A BCom or similar qualification is highly advantageous.
3–4 years of experience in sales and distribution within long-term insurance.
Strong verbal and written communication skills.
Proficiency in Excel for trend analysis.
Responsibilities
Proactively source and grow the client’s share of wallet within a panel of brokers.
Enhance partner relationships through motivational sales support.
Act as the first point of contact for broker queries.
Monitor panel performance and ensure lapse/NTU ratios are optimal.
Collate and analyze data to identify trends and risks.
Generate reports on broker contacts and panel performance.
Ensure partners are updated with training and compliance requirements.
Manage operational and reputational risks effectively.
Skills
Relationship Management
Sales Support
Customer Service
Data Analysis
Reporting
Training & Compliance
Operational Risk Management
Education
Grade 12 / SAQA Accredited Equivalent
BCom or similar qualification
Tools
MS Office
Job description
A financial services provider in South Africa is searching for a dynamic Broker Consultant to enhance partner relationships and drive business growth. The ideal candidate will have 3–4 years of sales experience in long-term insurance, with strong communication skills and proficiency in Excel trend analysis. You'll manage broker relationships, ensuring compliance and operational risks are effectively mitigated. This role is pivotal for those who thrive on building lasting partnerships and delivering exceptional customer service.