Talent Pool | Business Broker Consultant

Medical Aid, Bank, Insurance, Invest & Vitality; Cape Town; On-site; ZAR 300 000 - 400 000; Part time

Job summary

A leading financial services provider in Cape Town seeks a professional to enhance product sales through relationship-building and outstanding service. The ideal candidate must have a business degree, 2 years of client-facing experience in the insurance industry, and sound knowledge of insurance products. Key responsibilities include developing broker relationships and assisting with quotes. Employment is on a gig basis with business travel across South Africa required.

Qualifications

• Minimum 2 years in client-facing insurance industry experience.
• Sound knowledge of insurance products.
• Broker consulting experience in an insurance company.

Responsibilities

• Develop and maintain broker relationships.
• Review new business pipeline follow-up.
• Assist with comparison quotes and proposals.

Skills

Assertiveness

Self-confidence

Honest and ethical

Resilience

Perseverance

Ability to work independently without supervision

Persuasiveness

Build strong relationships

Education

Business degree

NQF5 in Wealth Management or Financial Planning

RE5

Tools

MS Office Suite

Job description

About Discovery

Discoverys core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart self-driven people to be their best. As global thought leaders Discovery is passionate about innovating in order to not only achieve financial success but to ignite positive and meaningful change within our society.

Key Purpose

Boost product sales through relationship-building outstanding service and technical know-how.

Areas of responsibility

• Developing and maintaining broker relationships
• Review New business pipeline follow-up and tracking
• Assist with comparison quotes proposals and new business quotes.
• Technical training of and ongoing product support to Financial Advisors and support staff on all required platforms.
• Monitoring and managing production figures penetration minimum criteria rewards and recognition criteria.
• Dealing with queries and providing information on a range of sales and service issues
• Liaising with internal departments on processing issues
• Building relationships with internal departments to ensure superior service is offered to clients.
• General practice management
• Keeping up to date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Competencies

• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• Self -Disciplined
• Able to influence and negotiate
• Persuasiveness
• Build strong relationships
• Use own initiative
• Decisiveness

Education

• Minimum : Business degree
• Beneficial : NQF5 in Wealth Management or Financial Planning
• RE5

Experience

• 2 years in client facing Insurance industry experience.
• Sound knowledge of Insurance products
• Beneficial : Knowledge of underwriting processes
• Broker consulting experience in an insurance company.
• Beneficial : An understanding of Financial Planning
• Knowledge of MS Office Suite

Other

• Valid drivers license
• Own insured transport
• Smart Phone
• Willingness to undertake business travel across South Africa

EMPLOYMENT EQUITY

The Companys approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer we actively encourage and welcome people with various disabilities to apply.

Key Skills

Business Intelligence,Bidding,Accounts Assistant Credit Control,Account Development,Content Development,Lab Testing

Employment Type : Gig

Experience : years

Vacancy : 1