Business Consultant

Discovery Consulting Services; Gauteng; On-site; ZAR 350,000 - 500,000; Full time

Job summary

A financial services consulting firm in South Africa is seeking a Mid-Senior level professional to enhance product sales through relationship-building and technical support. This full-time position involves developing broker relationships, assisting with quotes, and providing training to financial advisors. Candidates should have a minimum of 2 years of experience in the insurance industry and relevant qualifications. Competitive salary and benefits offered.

Qualifications

• 2 years in client-facing Insurance industry experience.
• Sound knowledge of Insurance products.
• Broker consulting experience in an insurance company.

Responsibilities

• Develop and maintain broker relationships.
• Assist with comparison quotes and proposals.
• Provide technical training and ongoing product support.

Skills

Excellent relationship-building skills

Technical support

Negotiation skills

Ability to influence

Stress management

Initiative

Education

NQF5 in Wealth Management or Financial Planning

RE5

Tools

MS Office Suite

Job description

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

Responsibilities

• 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
• Self‑confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stress and stressful situations
• Ability to work independently without supervision
• Able to influence and negotiate
• Build strong relationships
• Use own initiative

Education and Experience

Education

• 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 Requirements

• Valid driving licence
• Own insured transport
• Smart Phone
• Willingness to undertake business travel across South Africa

Seniority level

Mid‑Senior level

Employment type

Full‑time

Job function

Sales, Administrative, and Finance

Industries

Insurance Agencies and Brokerages and Financial Services

Location

Parow, Western Cape, South Africa

Posted

3 weeks ago