Intermediary Growth Consultant – Life Assurance

Pivot Services

Durban

On-site

ZAR 300,000 - 600,000

Full time

3 days ago
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Job summary

PPS External Distribution in Durban seeks a service-driven professional to grow our base of Life Assurance intermediaries. You will develop relationships, support advisers, and ensure high-quality service aligned with Treating Customers Fairly.

The role emphasizes planning liaison activities with intermediaries and their managers, delivering timely quotes, and maintaining strong client service standards within a permanent employment framework.

Qualifications

  • Matric and a three year or higher bachelor’s degree or diploma.
  • NQF 5 – Wealth Management or RFP 3 would be advantageous.
  • At least 2 years in financial services or Life Assurance in sales or service.

Responsibilities

  • Support and service intermediaries in their sales efforts by preparing quotes and statements of benefits.
  • Maintain constant communication with advisers regarding intermediaries operations.
  • Plan and coordinate liaisons with intermediaries and their managers.
  • Ensure continuous improvement of service standards and alignment to Treating Customers Fairly (TCF).

Skills

Interpersonal skills
Relationship management
Sales support

Education

Matric
Bachelor's degree or national diploma
NQF 5 Wealth Management or RFP3

Job description

PPS External Distribution in Durban seeks a service-driven professional to grow our base of Life Assurance intermediaries. You will develop relationships, support advisers, and ensure high-quality service aligned with Treating Customers Fairly.

The role emphasizes planning liaison activities with intermediaries and their managers, delivering timely quotes, and maintaining strong client service standards within a permanent employment framework.

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