Business Consultant - Medical

BA Personnel; Gauteng; Sur place; ZAR 300 000 - 420 000; Plein temps

Résumé du poste

BA Personnel, a trusted Executive Principal Talent Specialist in South Africa, is seeking a driven sales professional to expand our broker network and drive revenue growth within wealth management services.

You will review new business opportunities, issue quotations, and provide ongoing product training and support to financial advisers, ensuring excellent client service and competitive offerings across schemes and non-scheme products.

Qualifications

• Experience in wealth management and financial planning.
• Proven ability to build broker relationships.
• Strong sales and consultative solution skills.

Responsabilités

• Develop and maintain broker relationships.
• Review new business pipeline and follow up.
• Issue quotations and provide product support to advisers.
• Coordinate with internal teams to ensure client satisfaction.

Connaissances

Broker relationships

New business development

Quotations

Product training

Client service

Formation

NQF5 in Wealth Management or Financial Planning

RE5

Outils

MS Office Suite

Description du poste

Introduction

BA Personnel is a trusted Executive Principal Talent Specialist Company with a proven track record in identifying, attracting, and securing exceptional talent for niche, specialist, and leadership appointments across South Africa and international markets. Leveraging deep industry expertise, extensive executive networks, and a consultative search methodology, we deliver strategically aligned talent solutions that enable organisations to achieve sustainable growth and competitive advantage. Our reputation is founded on representing high-calibre professionals who possess the leadership capability, technical expertise, and commercial acumen to create lasting business value.

This role is ideal for ambitious individuals who thrive on building strategic partnerships, driving revenue growth, and delivering consultative solutions to clients and intermediaries. Drive sales growth across both scheme and non-scheme product ranges by offering tailored consulting solutions, building strong client relationships, providing exceptional service and expert technical insights.

Duties & Responsibilities

• Developing and maintaining broker relationships


• Reviewing the new business pipeline, following up, and tracking


• Issuing of quotations


• Technical training of & ongoing product support to financial advisors


• Dealing with queries & providing information on a range of sales and service issues


• Liaising with internal departments to ensure superior service is offered to clients


• Keeping up to date with competitor product and service offering & industry developments


• Participating in proactive sales & marketing initiatives


• Ensure exceptional service delivery through proactive engagement and problem resolution

Key Requirements

• Own insured transport, cell phone and driver’s license


• Willingness to undertake business travel across South Africa

Competencies

• Assertiveness


• Self-confidence


• Honest and ethical


• Resilience


• Perseverance


• Able to manage stressful situations


• Results driven


• Ability to work independently without supervision


• Self-Disciplined


• Persuasive


• Results driven


• Build strong relationships


• Use own initiative


• Decisiveness

Desired Experience & Qualification

• NQF5 in Wealth Management of Financial Planning


• RE5

Advantageous:

• Business degree


• Sound medical aid knowledge


• Knowledge of underwriting process


• Broker consulting experience in the financial services industry
  
• An understanding of financial planning


• Knowledge of MS Office Suite

Interested?

Disclaimer

By applying for this role, you consent to having your relevant qualifications and or accreditation verified andconfirm that you meetthe competency requirements. You further consent to the relevant information being verified by a BA Personnel staff member. We would like to thank you for your application and if you have not received a responsewithin two weeks would like to advise that your application was not successful.

We do look forward to being of service to you in the near future.

We look forward to receiving applications from candidates that fully meet the requirements of the spec.