Business Consultant (Inland)

PPS; Bloemfontein; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading company in the financial services sector is seeking a Broker Consultant based in Bloemfontein to manage relationships and drive business development among Life Assurance Intermediaries. The role requires a proactive individual with strong negotiation and communication skills, alongside a solid understanding of the industry. Ideal candidates will possess relevant qualifications and at least five years of experience in sales within the financial services sector, aiming to enhance the company's intermediary network.

Qualifications

• At least 5 years’ experience in financial services or Life Assurance in a sales role.
• Intermediate knowledge of Life Assurance or Financial Services Industry.
• Knowledge in influencing and persuading others based on needs.

Responsibilities

• Recruit a panel of brokers to support Gemini risk business.
• Deliver worksite presentations and train PPS staff on Gemini products.
• Plan and control liaison activities with intermediaries.

Skills

Sales negotiation skills

Strong communication skills

Customer-focused attitude

Resilience

Results-driven mindset

Relationship-building skills

Presentation skills

Time management skills

Education

Matric

Three years national diploma/NQF 5 related qualification

CFP/LLB/Marketing degree

Tools

MS Office package

Internet

Outlook

Excel

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.
• Conduct market research and implement business plans.
• Act as product specialist and assist to train PPS staff on Gemini products and processes.
• Deliver worksite presentations.
• Present to students and lecturers on Technicon and University campuses.
• Co-manage a portfolio of PPS Internal Intermediaries until vested.
• Recruit new Gemini-focused agents.
• Collaborate with subsidiaries (PPSI and STI) to generate leads.
• Support and service intermediaries in their sales efforts by preparing quotes, statements of benefits, and other relevant documentation.
• Maintain constant communication and provide feedback to advisers regarding all aspects of their operations.
• Plan, organize, and control liaison activities with intermediaries and their managers.
• Ensure continuous improvement of service standards to clients.
• Ensure all business practices align with Treating Customers Fairly (TCF) principles.

Interpersonal and Intrapersonal Skills

• Sales negotiation skills
• Strong communication skills
• Customer-focused attitude
• Resilience
• Results-driven mindset
• Relationship-building skills
• Presentation skills
• Time management skills