Business Consultant: Risk

Pivot Services; Centurion; On-site; ZAR 250,000 - 420,000; Full time

Job summary

Pivot Services in South Africa is seeking a service-driven Business Consultant to grow our base of Life Assurance Intermediaries. You will develop relationships and support sales efforts by providing quotes and benefits information, while maintaining ongoing communication with advisers.

The role requires coordinating liaisons with intermediary managers and driving continuous improvement in service standards to clients, ensuring alignment with Treating Customers Fairly (TCF) in all practices.

Qualifications

• Matric and a three-year or higher degree or national diploma.
• At least 2 years’ experience in financial services or Life Assurance in sales/service.
• NQF5 Wealth Management or RFP3 is advantageous.

Responsibilities

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
• To plan, organise and control liaisons with intermediaries, their managers.
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Skills

Relationship management

Business development

Sales experience

Communication skills

Education

Matric

Bachelor's degree or national diploma

NQF 5 – Wealth Management or RFP 3 advantageous

Job description

About the Role

PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Business Consultant must work with and through others to build and maintain relationships.

Key Responsibilities

• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
• Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
• To plan, organise and control liaisons with intermediaries, their managers.
• To ensure continuous improvement of service standards to clients.
• To ensure alignment to Treating Customers Fairly (TCF), in all business practices.

Qualifications and Experience

• Matric.
• A three year or higher bachelor’s degree or national diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.
• At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.
• At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.

R49 per year · Renews annually until cancelled

• Matched alerts
• Application tracking
• Follow-up reminders