Financial Advisor Liaison Consultant

Dk Consulting; Pretoria; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A national insurance firm in Pretoria is looking for an experienced Broker Consultant to market long-term and short-term insurance as well as investment products. The role involves developing relationships with brokers, issuing quotations, and providing technical training to Financial Advisors. Applicants should have at least 3 years of experience in broker consulting and relevant insurance qualifications. A valid driver's license and own transport are required for the position.

Qualifications

• Minimum 3 years of Broker Consulting experience with a proven track record.
• Must hold insurance qualifications and have passed the RE exam.
• Own transport and a valid driver's license are necessary.

Responsibilities

• Develop and maintain broker relationships.
• Review new business pipeline and follow up on leads.
• Issue quotations and provide ongoing product support.

Skills

Broker Consulting experience

Relationship building

Sales and marketing initiatives

Education

Insurance qualifications (NQF5)

RE exam

Job description

Broker Consultant Position

Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers.

Duties & Responsibilities

• 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 Advisors
• Dealing with queries and providing information on a range of sales and service issues
• Liaising with internal departments on processing issues
• Building relationships 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

Desired Experience & Qualification

• Minimum : 3 years Broker Consulting experience with a proven track record
• Insurance qualifications (NQF5 Financial planning or Wealth Management)
• RE exam
• Own transport
• Valid driver's license

Basic + Commission

Only candidates with suitable qualifications and experience will be contacted.