Business Consultant - Mpumalanga

Discovery; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Gauteng is seeking a Broker Consultant to increase sales and build strong relationships with brokers. The ideal candidate will have experience in the financial services industry, knowledge of underwriting processes, and a strong educational background in financial planning. This role involves extensive client interaction and requires strong negotiation skills. Join us in a dynamic environment focused on innovation and client care.

Qualifications

• Experience in broker consulting within the financial services industry.
• Understand the underwriting process.
• Knowledge of financial planning.

Responsibilities

• Increase sales through relationship building and superior client service.
• Develop and maintain broker relationships.
• Issue quotations and deal with queries.
• Liaise with internal departments to improve service.

Skills

Building relationships

Client service

Technical knowledge

Negotiation abilities

Resilience

Self-discipline

Education

NQF5 in Wealth Management or Financial Planning

RE5 (Advantageous)

Tools

MS Office Suite

Job description

Discovery Sales and Distribution Business / Broker Consultant - Mpumalanga

About Discovery

Discovery's core purpose is to make people healthier and to enhance and protect their lives.

We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery.

Our fast-paced and dynamic environment enables smart, self-driven people to be their best.

As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose

Increase the sales of the product range through building relationships, superior client service and technical knowledge

Areas of responsibility may include but not limited to

Increase the sales of the product range through building relationships, superior client service and technical knowledge.

Developing and maintaining broker relationships.

Review new business pipeline, follow-up and tracking.

Issuing of quotations.

Technical training of and ongoing product support to financial advisor.

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

Liasing with internal departments on processing issues

Building relationships with internal departments to ensure superior service is offering to clients.

Keeping up-to-date with competitor product and service offering and industry developments.

Participating in proactive sales and marketing initiatives

Key Responsibilities

Developing and maintaining broker relationships

Review new business pipeline, follow-up and tracking

Issuing of quotations

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

Liasing with internal departments to ensure superior service is offered to clients

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

Participating in proactive sales and marketing initiatives

Personal Attributes and skills

Own insured transport, cellphone and drivers license

Willingness to undertake business travel across South Africa

Assertiveness

Self-confidence Honest and ethical

Resilience

Perseverance

Able to manage stressful situations

Results driven

Ability to work independently without supervision

Self-Disciplined

Able to influence and negotiate

Persuasive

Able to manage stress and stressful situations

Results driven

Ability to work independently without supervision

Self-Discipline

Able to influence and negotiate

Persuasive

Build strong relationships

Use own initiative

Decisiveness

Education and Experience

NQF5 in Wealth Management of Financial Planning

RE5 (Advantageous)

Knowledge of underwriting process

Broker consulting experience in the financial services industry

An understanding of financial planning

Knowledge of MS Office Suite

EMPLOYMENT EQUITY

The Company's approved Employment Equity Plan and Targets will be considered as part of the recruitment process.

As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.