Business Consultant - Mpumalanga

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

Job summary

An established industry player is seeking a dynamic Business Consultant to drive sales through exceptional client service and relationship building. In this role, you will develop and maintain broker relationships, issue quotations, and provide technical training and support to financial advisors. The ideal candidate will possess strong negotiation skills, resilience, and the ability to work independently. This position offers a unique opportunity to contribute to a company dedicated to making a positive impact in society while achieving financial success. If you are passionate about financial services and eager to make a difference, this role is perfect for you.

Qualifications

• Experience in broker consulting within the financial services industry.
• Knowledge of underwriting processes and financial planning.

Responsibilities

• Develop and maintain broker relationships to enhance sales.
• Issue quotations and provide ongoing product support to financial advisors.

Skills

Client Relationship Management

Negotiation Skills

Self-confidence

Resilience

Independent Work

Education

NQF5 in Wealth Management

RE5

Tools

MS Office Suite

Job description

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Business Unit: Sales & Distribution

Function: Business Consultants / Business Development (FAIS)

Date: 31 Mar

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

1. Developing and maintaining broker relationships.
2. Review new business pipeline, follow-up and tracking.
3. Issuing of quotations.
4. Technical training of and ongoing product support to financial advisors.
5. Dealing with queries and providing information on a range of sales and service issues.
6. Liaising with internal departments on processing issues.
7. Building relationships with internal departments to ensure superior service is offered to clients.
8. Keeping up-to-date with competitor product and service offerings and industry developments.
9. Participating in proactive sales and marketing initiatives.

Personal Attributes and Skills

1. Own insured transport, cellphone, and driver's license.
2. Willingness to undertake business travel across South Africa.
3. Self-confidence.
4. Honest and ethical.
5. Resilience.
6. Perseverance.
7. Able to manage stressful situations.
8. Ability to work independently without supervision.
9. Able to influence and negotiate.
10. Build strong relationships.
11. Use own initiative.

Education and Experience

1. NQF5 in Wealth Management or Financial Planning.
2. RE5 (Advantageous).
3. Knowledge of underwriting process.
4. Broker consulting experience in the financial services industry.
5. An understanding of financial planning.
6. 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.