Business Consultant Inland

PPS Recruitment; Bloemfontein; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading recruitment firm in Bloemfontein is seeking a Life Assurance Intermediary to enhance business growth through strategic development and partnership management. The ideal candidate will have at least five years of experience in financial services, knowledge in influencing clients, and a solid educational background. This role emphasizes relationship building and communication within the insurance sector, ensuring compliance with customer fairness principles. Competitive candidates will enjoy working collaboratively within a dynamic environment.

Qualifications

• At least 5 years of experience in the financial services or Life Assurance industry within a sales role.
• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge in influencing and persuading others.

Responsibilities

• Recruit a panel of brokers to support the business.
• Facilitate training and accreditation of brokers.
• Conduct market research and execute strategic business plans.
• Serve as a product specialist for training.
• Deliver presentations at educational institutions.
• Co-manage a portfolio of PPS internal intermediaries.
• Recruit new agents focused on offerings.
• Collaborate with subsidiaries to generate leads.
• Provide sales support to intermediaries.
• Maintain communication with advisers.
• Organise engagements with intermediaries.
• Drive improvement in client service standards.
• Align all business practices with TCF principles.

Skills

Effective Communication

Business Acumen

Client Focus

Relationship Building

Strategic Orientation

Results Orientation

Planning and Organising

Ethics and Integrity

Education

LLB/Bachelors degree in Marketing or related

Certified Financial Planner (CFP) Certification

Tools

MS Office (Internet, Outlook, Excel)

Job description

Job Advert Summary

To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

Minimum Requirements

Education:

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience:

• At least 5 years’ experience in the financial services or Life Assurance industry within a sales role

Knowledge and Skills:

• 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 (essential)
• MS Office package, particularly Internet, Outlook and Excel.
• Sales negotiation skills

Duties and Responsibilities

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies:

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity