Talent Pool | Business / Broker Consultant

Discovery Limited; Cape Town; On-site; ZAR 300 000 - 450 000; Full time

Job summary

A leading insurance company is seeking a motivated individual to boost product sales through outstanding service and relationship-building. The role requires NQF5 in Wealth Management or Financial Planning and at least 2 years of client-facing experience in the insurance industry. Ideal candidates will have strong insurance product knowledge and excellent stress management skills. Business travel across South Africa is required.

Qualifications

• Strong knowledge of Insurance products is required.
• Broker consulting experience in an insurance company is beneficial.
• Familiarity with underwriting processes is advantageous.

Responsibilities

• Develop and maintain broker relationships and manage production figures.
• Provide technical training and ongoing product support.
• Participate in proactive sales and marketing initiatives.
• Liaise with internal departments for superior service.

Skills

Relationship-building

Technical know-how

Stress management

Negotiation

Independence

Education

NQF5 in Wealth Management or Financial Planning

RE5: 2 years in client facing Insurance industry experience

Tools

MS Office Suite

Job description

Overview

Discovery's 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

All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

• 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 offerings and industry developments.
• Participating in proactive sales and marketing initiatives.
• Self-confidence, honest and ethical, resilience, perseveranceli>
• Ability to manage stress and stressful situations.
• Ability to work independently without supervision.
• Ability to influence and negotiate.
• Build strong relationships, use own initiative.

Education and Experience

Beneficial: NQF5 in Wealth Management or Financial Planning.

RE5: 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 driver's license.
• Own insured transport.
• Smart Phone.
• Willingness to undertake business travel across South Africa.

Employment Equity

The Company's 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.