Business Consultant: Risk - Cape Town North

PPS; Cape Town; On-site; ZAR 350,000 - 480,000; Full time

Job summary

PPS External Distribution seeks a service-driven Business Consultant to grow a base of Life Assurance Intermediaries in Cape Town. You will support and service advisers, prepare quotes and benefits statements, and maintain strong relationships within established guidelines.

Reporting to the Area Manager, the role emphasizes customer focus, timely communication, and alignment to Treating Customers Fairly (TCF) in all activities.

Qualifications

• Matric and a three year or higher bachelor’s degree or national diploma are required.
• NQF5 Wealth Management or RFP3 would be advantageous.
• At least 2 years’ experience in financial services or Life Assurance sales/service.

Responsibilities

• Support and service intermediaries in their sales efforts by preparing quotes and benefits statements.
• Constant communication and feedback to advisers relating to intermediaries operations.
• Plan, organise and control liaisons with intermediaries and their managers.
• Ensure continuous improvement of service standards to clients.
• Align to Treating Customers Fairly (TCF) in all business practices.

Skills

Relating to Customers

Communicating in writing

Communicating Orally

Quality Oriented

Reliable

Customer Focused

Resilient

Results Driven

Education

Matric

Bachelor's degree or national diploma.

NQF5 Wealth Management or RFP3 advantageous

Job description

Job Description, 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. Working closely and accurately within established guidelines is essential in this role. The Business Consultant must be aware of and responsive to the needs and concerns of customers. 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. Working closely and accurately within established guidelines is essential in this role. The Business Consultant must be aware of and responsive to the needs and concerns of customers., Reporting to the Area Manager, the Business Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.

Requirements

Qualification

• Matric.
• A three year or higher bachelor’s degree or national diploma.
• A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience

• At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service related role.

Knowledge

• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Interpersonal And Intrapersonal Skills

• Relating to Customers.
• Communicating in writing.
• Communicating Orally.
• Quality Orientated.
• Reliable.
• Customer Focused.
• Resilient.
• Results Driven.

Duties and 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.