Broker Consultant (Investments)

Fedgroup; Umhlanga Rocks; On-site; ZAR 30 000 - 60 000; Full time

Job summary

Join a forward-thinking company as a Broker Consultant, where you will play a pivotal role in identifying and onboarding new brokers while driving sales to meet targets. This position requires strong networking skills and a deep understanding of financial products to expand our broker network effectively. You will be responsible for building and maintaining relationships, providing tailored solutions, and staying informed on market trends. If you are results-driven and passionate about the financial services industry, this is the perfect opportunity to contribute to a growing team and make a significant impact.

Qualifications

• Bachelor's degree in finance, economics, business, or related field preferred.
• RE 5 certification preferred for this role.

Responsibilities

• Identify and onboard new brokers to expand the network.
• Provide brokers with updates, training, and support on product features.

Skills

Sales Experience

Financial Product Knowledge

Networking Skills

Communication Skills

Negotiation Skills

Presentation Skills

Self-Motivation

Education

Bachelor's Degree in Finance

RE 5 Certification

Job description

As a Broker Consultant, you'll identify and onboard new brokers, educate them on our products, and drive sales to meet targets. With strong networking skills and a deep understanding of financial products, you'll expand our broker network and contribute to the company's growth.

What to Expect :

• Identify and connect with potential brokers
• Build and maintain strong relationships with brokers
• Stay informed on our financial products, gathering feedback for improvements
• Develop tailored solutions and identify sales opportunities
• Provide brokers with updates, training, and support on product features
• Set and strategise to meet sales targets
• Monitor industry trends, market conditions, and competitors
• Report on sales activities, progress, and market insights regularly

What You'll Bring : Qualifications

• Bachelor's degree in finance, economics, business, or a related field preferred
• RE 5 preferred

Experience and Skills

• Proven experience in sales, preferably in the financial services industry
• In-depth knowledge of financial products, market trends, and regulatory requirements in South Africa
• Excellent communication and interpersonal skills
• Strong negotiation and presentation abilities
• Results-driven with a track record of meeting or exceeding sales targets
• Self-motivated and able to work both independently and collaboratively

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