Wealth Management Broker Consultant

Discovery; Gauteng; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services company in Gauteng is seeking a Broker Consultant to increase sales and build strong relationships with brokers. The ideal candidate will have experience in the financial services industry, knowledge of underwriting processes, and a strong educational background in financial planning. This role involves extensive client interaction and requires strong negotiation skills. Join us in a dynamic environment focused on innovation and client care.

Qualifications

• Experience in broker consulting within the financial services industry.
• Understand the underwriting process.
• Knowledge of financial planning.

Responsibilities

• Increase sales through relationship building and superior client service.
• Develop and maintain broker relationships.
• Issue quotations and deal with queries.
• Liaise with internal departments to improve service.

Skills

Building relationships

Client service

Technical knowledge

Negotiation abilities

Resilience

Self-discipline

Education

NQF5 in Wealth Management or Financial Planning

RE5 (Advantageous)

Tools

MS Office Suite

Job description

A leading financial services company in Gauteng is seeking a Broker Consultant to increase sales and build strong relationships with brokers. The ideal candidate will have experience in the financial services industry, knowledge of underwriting processes, and a strong educational background in financial planning. This role involves extensive client interaction and requires strong negotiation skills. Join us in a dynamic environment focused on innovation and client care.