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