Business Consultant

Discovery Consulting Services; Wes-Kaap; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A financial services consulting firm in South Africa seeks an experienced individual to boost product sales through relationship-building and outstanding service. Responsibilities include developing broker relationships, assisting with quotes, and providing technical training to Financial Advisors. Candidates must have a Business degree, 2 years of client-facing insurance experience, and strong knowledge of insurance products. Valid driver's license and willingness to travel are required.

Qualifications

• At least 2 years of client-facing insurance industry experience.
• Sound knowledge of insurance products.
• Valid driver's license and own insured transport.

Responsibilities

• Develop and maintain broker relationships.
• Assist with comparison quotes and new business proposals.
• Provide ongoing product support to Financial Advisors.

Skills

Assertiveness

Self-confidence

Honesty and ethics

Resilience

Ability to work independently

Persuasiveness

Decisiveness

Education

Business degree

NQF5 in Wealth Management or Financial Planning

RE5 certification

Tools

MS Office Suite

Job description

Key Purpose

Boost product sales through relationship-building, outstanding service, and technical know-how.

Areas of responsibility may include but not limited to

All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

• Developing and maintaining broker relationships
• Review New business pipeline, follow-up and tracking
• Assist with comparison quotes, proposals and new business quotes.
• Technical training of and ongoing product support to Financial Advisors and support staff on all required platforms.
• Monitoring and managing production figures, penetration, minimum criteria, rewards and recognition criteria.
• Dealing with queries and providing information on a range of sales and service issues
• Liaising with internal departments on processing issues
• Building relationships with internal departments to ensure superior service is offered to clients.
• General practice management
• Keeping up to date with competitor product and service offering and industry
• developments
• Participating in proactive sales and marketing initiatives

Competencies:

• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• Self -Disciplined
• Able to influence and negotiate
• Persuasiveness
• Build strong relationships
• Use own initiative
• Decisiveness

Education and Experience

Education

• Minimum: Business degree
• Beneficial: NQF5 in Wealth Management or Financial Planning
• RE5

Experience

• 2 years in client facing Insurance industry experience.
• Sound knowledge of Insurance products
• Beneficial: Knowledge of underwriting processes
• Broker consulting experience in an insurance company.
• Beneficial: An understanding of Financial Planning
• Knowledge of MS Office Suite

Other

• Valid drivers license
• Own insured transport
• Smart Phone
• Willingness to undertake business travel across South Africa