Life Insurance Intermediary Relationship Consultant

Pivot Services; Centurion; On-site; ZAR 250,000 - 420,000; Full time

Job summary

Pivot Services in South Africa is seeking a service-driven Business Consultant to grow our base of Life Assurance Intermediaries. You will develop relationships and support sales efforts by providing quotes and benefits information, while maintaining ongoing communication with advisers.

The role requires coordinating liaisons with intermediary managers and driving continuous improvement in service standards to clients, ensuring alignment with Treating Customers Fairly (TCF) in all practices.

Qualifications

• Matric and a three-year or higher degree or national diploma.
• At least 2 years’ experience in financial services or Life Assurance in sales/service.
• NQF5 Wealth Management or RFP3 is advantageous.

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

Relationship management

Business development

Sales experience

Communication skills

Education

Matric

Bachelor's degree or national diploma

NQF 5 – Wealth Management or RFP 3 advantageous

Job description

Pivot Services in South Africa is seeking a service-driven Business Consultant to grow our base of Life Assurance Intermediaries. You will develop relationships and support sales efforts by providing quotes and benefits information, while maintaining ongoing communication with advisers.

The role requires coordinating liaisons with intermediary managers and driving continuous improvement in service standards to clients, ensuring alignment with Treating Customers Fairly (TCF) in all practices.