Life Insurance Broker Consultant: Growth & Relationships

PPS Recruitment; Durban; Vor Ort; ZAR 240.000 - 360.000; Vollzeit

Zusammenfassung

PPS External Distribution is seeking a service-driven Broker Consultant to develop and manage a base of Life Assurance intermediaries in Durban. The role focuses on building relationships, coordinating with advisers, and ensuring accurate, guideline-driven service delivery.

Reporting to the Area Manager, you will work to expand the intermediary network while maintaining high client-focused standards and adherence to Treating Customers Fairly (TCF) policies.

Qualifikationen

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

Aufgaben

• 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.

Kenntnisse

Relating to Customers

Written Communication

Oral Communication

Quality Consciousness

Reliability

Customer Focus

Resilience

Results Driven

Ausbildung

Bachelor's degree or national diploma

NQF 5 Wealth Management or RFP 3 advantageous

Jobbeschreibung

PPS External Distribution is seeking a service-driven Broker Consultant to develop and manage a base of Life Assurance intermediaries in Durban. The role focuses on building relationships, coordinating with advisers, and ensuring accurate, guideline-driven service delivery.

Reporting to the Area Manager, you will work to expand the intermediary network while maintaining high client-focused standards and adherence to Treating Customers Fairly (TCF) policies.