Business Consultant - Mpumalanga

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

Job summary

A leading insurance company in South Africa seeks a Broker Consultant to increase product sales by building strong relationships and providing superior client service. The ideal candidate should have an NQF5 in Wealth Management or Financial Planning, with broker consulting experience in the financial services industry. This role demands assertiveness, technical knowledge, and a willingness to travel across South Africa.

Qualifications

• Own insured transport, cellphone, and driver's license required.
• Willingness to undertake business travel across South Africa.
• Broker consulting experience in the financial services industry.

Responsibilities

• Increase sales through building relationships and client service.
• Develop and maintain broker relationships.
• Issue quotations and manage queries.

Skills

Building relationships

Client service

Technical knowledge

Assertiveness

Persuasion

Stress management

Education

NQF5 in Wealth Management or Financial Planning

RE5 (Advantageous)

Knowledge of underwriting process

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-confidenceHonest 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.