Business Consultant (Gauteng, KZN)

PPS; KwaZulu-Natal; On-site; ZAR 350,000 - 500,000; Full time

Job summary

A leading company in the financial services sector seeks a Broker Consultant to enhance business development and relationship management with Life Assurance Intermediaries in KwaZulu-Natal. Candidates need substantial experience in the financial services or Life Assurance industry and strong interpersonal skills to grow and manage broker relationships effectively.

Qualifications

• Minimum 5 years’ experience in the financial services or Life Assurance industry.
• Proven track record in sales roles is essential.
• Intermediate knowledge of Life Assurance or Financial Services Industry.

Responsibilities

• Recruit and train brokers for Gemini risk business.
• Implement business plans and conduct market research.
• Provide ongoing support and service to intermediaries.

Skills

Sales negotiation skills

Strong communication skills

Customer Focused

Resilient

Results Driven

Relationship building skills

Presentation skills

Time management skills

Education

Matric

Three years national diploma/NQF 5

CFP/LLB/Marketing degree

Tools

MS Office

Job description

Job Description,

Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.

Responsible to work with and through others to build and maintain relationships.

, Requirements,

Formal Qualifications

• Matric
• A three years national diploma/NQF 5 related qualification
• CFP/LLB/Marketing degree would be advantageous
  
  

Experience

• At least 5 years’ experience in the financial services or Life Assurance industry in a sales role with a proven track record.
  
  

Knowledge

• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
• MS Office package, particularly Internet, Outlook and Excel.
  
  

, Duties and Responsibilities,

• Recruit a panel of brokers that will support Gemini risk business
• Train/accredit and vest the panel on Gemini and PPS products and systems
• Do market research and implement business plans
• Be the product specialists and assist to train PPS staff on Gemini products and processes
• Do worksite presentations
• Do student/ Lecturer presentations on Technicon and University campuses
• Co-manage a portfolio of PPS Internal Intermediaries until vested
• Recruit new Gemini focussed agents
• Work closely with subsidiaries (PPSI and STI) to generate leads
• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
• Constant communication and feedback to advisers relating to all aspects of the intermediaries’ operations
• To plan, organise and control liaisons with intermediaries and their managers
• To ensure continuous improvement of service standards to clients
• To ensure alignment to treating customers fairly (TCF) in all business practices.
  
  

Interpersonal And Intrapersonal Skills

• Sales negotiation skills
• Strong communication skills
• Customer Focused
• Resilient
• Results Driven
• Relationship building skills
• Presentation skills
• Time management skills