Broker Consultant
2 months ago
Johannesburg, Saudi Arabia
PPS
Full time
Minimum Requirements
Formal Qualifications:
- Matric Grade 12.
- A three year or higher Bachelor’s degree or National Diploma.
- A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.
Experience and Knowledge:
- At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and/or service-related role.
- Intermediate knowledge of the Life Assurance or Financial Services Industry.
- Knowledge and skill in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential
Computer Literacy:
- MS Office package, particularly Internet, Outlook, and Excel
Interpersonal and Intrapersonal Skills:
- Relating to customers
- Communicating in writing
- Communicating orally
- Quality orientated
- Reliable
- Customer focused
- Resilient
- Results-driven
Duties and Responsibilities
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information
- Constant communication and feedback to Advisors relating to all aspects of intermediary operations
- Plan, organise and control liaisons with intermediaries, their managers
- Ensure continuous improvement of service standards to clients
- Ensure alignment to Treating Customers Fairly TCF, in all business practices