Talent Pool | Business/ Broker Consultant

Discovery Limited; South Africa; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading insurance firm in South Africa is looking for a Business/ Broker Consultant. This role focuses on boosting product sales through effective relationship-building and offering outstanding service. Ideal candidates will have at least 2 years of client-facing experience in the insurance industry, sound knowledge of insurance products, and a relevant qualification like NQF5. This position requires strong interpersonal skills, the ability to manage stress, and a valid driver's license, along with a willingness to travel across South Africa.

Qualifications

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

Responsibilities

• Develop and maintain broker relationships.
• Assist with comparison quotes and proposals.
• Provide technical training and ongoing product support.
• Monitor production figures and manage queries.
• Participate in sales and marketing initiatives.

Skills

Relationship-building

Technical know-how

Self-confidence

Honesty and ethics

Resilience

Negotiation

Initiative

Education

NQF5 in Wealth Management or Financial Planning

RE5

Tools

MS Office Suite

Job description

Talent Pool | Business/ Broker Consultant

Business Unit: Sales & Distribution

Function: Brokers (FAIS Accredited)

Discovery

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 industry developments
• Participating in proactive sales and marketing initiatives
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stress and stressful situations
• Ability to work independently without supervision
• Able to influence and negotiate
• Build strong relationships
• Use own initiative

Education and Experience

Education

• 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.