Strategic Broker Consultant & Investment Specialist

PPS; George; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A financial services firm in George, South Africa, seeks a Broker Consultant & Investment Specialist to support financial intermediaries in life assurance and investment services. The role requires excellent communication skills, a degree in commerce, and a minimum of three years’ experience in the financial sector. Candidates must be fluent in Afrikaans and English and possess strong relationship management capabilities. Responsibilities include supporting intermediaries, promoting the asset management brand, and training staff.

Qualifications

• Matric required.
• 3+ years in IFA or investment markets preferred.
• Fluency in Afrikaans and English essential.
• Experience in Life Assurance industry required.

Responsibilities

• Support intermediaries in sales efforts.
• Build and promote asset management brand.
• Deliver on flow targets for region.
• Train and develop intermediaries and support staff.

Skills

Communication skills

Relationship management

Results-driven

Problem-solving

Networking

Education

Bachelor’s degree in commerce

CFP or honours degree

NQF 5 – Wealth Management

Tools

MS Office

CRM software

Job description

A financial services firm in George, South Africa, seeks a Broker Consultant & Investment Specialist to support financial intermediaries in life assurance and investment services. The role requires excellent communication skills, a degree in commerce, and a minimum of three years’ experience in the financial sector. Candidates must be fluent in Afrikaans and English and possess strong relationship management capabilities. Responsibilities include supporting intermediaries, promoting the asset management brand, and training staff.