Talent Pool | Business/ Broker Consultant

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

Job summary

A leading insurance company in Cape Town seeks a Business Consultant / Broker Consultant to boost product sales by building relationships and providing technical support to brokers. Candidates should have a business degree and a minimum of 2 years' experience in the insurance industry. The role involves managing broker relationships and supporting financial advisors, with a strong emphasis on excellent service and technical know-how. Willingness to travel across South Africa is required.

Qualifications

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

Responsibilities

• Boost product sales through outstanding service and technical know-how.
• Develop and maintain broker relationships.
• Provide technical training and ongoing product support to Financial Advisors.

Skills

Assertiveness

Self-confidence

Results driven

Persuasiveness

Ability to work independently without supervision

Education

Business degree

NQF5 in Wealth Management or Financial Planning

RE5

Tools

MS Office Suite

Job description

Discovery

Sales & Distribution

Business Consultant / Broker Consultant

About Discovery

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 may include but not limited to

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 offering and industrydevelopments
• 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 and Experience

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 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.