Hybrid Broker & Investment Expert

PPS; Durban; Hybrid; ZAR 350 000 - 500 000; Full time

Job summary

A financial services organization seeks a Broker Consultant and Investment Specialist in Durban. This hybrid role focuses on providing Life Assurance & Investment support to financial intermediaries. Responsibilities include business development and managing relationships, requiring a Bachelor's degree and experience in the IFA or investment markets. The role offers competitive compensation with growth opportunities in a dynamic environment.

Qualifications

• Matric is required.
• 3 to 5 years’ experience in investment or IFA markets preferred.
• Discretionary Fund Manager’s experience is advantageous.

Responsibilities

• Support intermediaries in sales by preparing quotes and benefits.
• Build strategic partnerships to identify new opportunities.
• Deliver detailed reports on leads and opportunities.

Skills

Interpersonal Skills

Communication Skills

Problem-solving

Customer Focused

Presentation Skills

Education

Bachelor’s degree in commerce or related field

NQF 5 – Wealth Management or RFP 3

Tools

MS Office

CRM software

Job description

A financial services organization seeks a Broker Consultant and Investment Specialist in Durban. This hybrid role focuses on providing Life Assurance & Investment support to financial intermediaries. Responsibilities include business development and managing relationships, requiring a Bachelor's degree and experience in the IFA or investment markets. The role offers competitive compensation with growth opportunities in a dynamic environment.