Business Consultant Inland

PPS; Polokwane; On-site; ZAR 400 000 - 600 000; Full time

Job summary

A financial services company seeks a Relationship Manager to grow and manage Life Assurance Intermediaries through strategic business development and robust relationship management. Candidates should possess a bachelor's degree in Marketing or related fields, CFP certification preferred, and bring at least 5 years of experience in financial services sales. Strong communication, client focus, and strategic orientation are essential for driving long-term growth and partnerships.

Qualifications

• At least 5 years’ experience in the financial services or Life Assurance industry within a sales role.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals.

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.
• Co-manage a portfolio of PPS internal intermediaries until fully vested.
• Recruit new agents focused on glu offerings.
• Collaborate with PPS subsidiaries to generate and convert leads.
• Provide sales support to intermediaries by preparing quotes and other relevant documentation.
• Maintain consistent communication with advisers regarding intermediary operations.
• Plan and manage engagements with intermediaries and their managers.
• Drive continuous improvement in client service standards.
• Ensure all practices align with Treating Customers Fairly (TCF) principles.

Skills

Intermediate knowledge of the Life Assurance or Financial Services Industry

Sales negotiation skills

Effective Communication

Business Acumen

Client Focus

Relationship Building

Strategic Orientation

Results Orientation

Planning and Organising

Ethics and Integrity

Education

LLB/Bachelor's degree in Marketing or related

Certified Financial Planner (CFP) Certification (preferred)

Tools

MS Office package (Internet, Outlook, Excel)

Job description

Job Description

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.

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