Intermediary Growth Consultant (Life Insurance)

PPS; Centurion; On-site; ZAR 360,000 - 540,000; Full time

Job summary

PPS External Distribution is seeking a service‑driven professional to build our base of Life Assurance intermediaries. The role focuses on business development and relationship management within a growing intermediary network, working with others to establish strong, compliant customer relationships.

Reporting to the Area Manager, the Business Consultant will support advisers, coordinate liaisons, and strive for continuous service improvement in line with Treating Customers Fairly guidelines.

Qualifications

• Matric.
• A three year or higher bachelor's degree or national diploma.
• A completed NQF 5 - Wealth Management or RFP 3 would be advantageous.
• At least 2 years' experience in the financial services or Life Assurance industry in a sales and/or service related role.

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.

Skills

Interpersonal skills

Written communication

Oral communication

Customer focus

Reliability

Quality orientation

Resilience

Results driven

Education

Matric

Bachelor's degree or national diploma

NQF5 Wealth Management or RFP3 advantageous

Job description

PPS External Distribution is seeking a service‑driven professional to build our base of Life Assurance intermediaries. The role focuses on business development and relationship management within a growing intermediary network, working with others to establish strong, compliant customer relationships.

Reporting to the Area Manager, the Business Consultant will support advisers, coordinate liaisons, and strive for continuous service improvement in line with Treating Customers Fairly guidelines.