Business Consultant - Mpumalanga

Discovery Limited; Johannesburg; On-site; ZAR 300,000 - 450,000; Full time

Job summary

Une entreprise de premier plan dans les services financiers recherche un consultant en affaires pour renforcer les ventes et les relations clients. Le candidat idéal aura une solide formation en gestion de patrimoine et devra posséder des compétences exceptionnelles en communication et en négociation. Le rôle implique des déplacements fréquents à travers l'Afrique du Sud, ainsi que la capacité à maintenir des relations de travail solides.

Qualifications

• Diplôme NQF5 en gestion de patrimoine ou planification financière.
• Expérience en consultation pour courtiers dans l'industrie des services financiers.
• Connaissances sur le processus de souscription.

Responsibilities

• Augmenter les ventes par les relations et le service client.
• Développer et maintenir des relations avec les courtiers.
• Émettre des cotations et traiter les demandes.

Skills

Assertiveness

Self-confidence

Resilience

Negotiation

Persuasion

Education

NQF5 in Wealth Management or Financial Planning

RE5

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.