Broker Consultant | DBN

SUMMARY:
BC

POSITION INFO:

Relationships Management

Develop and oversee customer relationship strategy for their Broker Panel,
including identification of key customer networks, alliances, and strategies to
build customer intimacy and loyalty.
ensure continuous enforcement of new and existing marketing strategies through
external partners.
Effectively build, maintain and manage new and existing partner relationships as
well as relationships within the department and the TIH Group.
Develop a personal network within the sales territory and represent the
organisation at trade shows and other events to identify sales opportunities,
promote the organisation, and enhance its reputation.
Set own goals in conjunction with Business Partners and Manager/s and work towards them.

Maintain focus on continuous and constant improvement.
Enhance external relationships through continuous motivational sales support
and recognition.

Third Party Sales
Deliver third party sales of a range of products and services to significant
customers.
Achieve targets of third party sales, book growth, and profitability on the portfolio
across all relevant product lines.
Business Development
Monitor and assess sales and market data for a specific geographic region and
produce reports that will assist management in formulating strategy and
identifying areas in the market where business can be developed.
Compliance
Identify, within Partners, patterns of non-compliance with the organisation''''s
policies and procedures, and with relevant regulatory codes and codes of
conduct, taking appropriate action to report and resolve these and escalating
issues as appropriate.
Ensure External Partners are continuously up to date regarding training,
products and processes in order to drive sales and ensure adherence to
business and statutory requirements.
Identify potential risks to the business and escalate these accordingly.
Solutions Analysis
Analyse specific problems and issues to find the best solutions. Solutions could
be technical or professional in nature.
Analyse current performance inhibitors and find solutions to ensure business
continuity.
Partner Service
Provide a quality service to customers while identifying opportunities to secure
new business or support retention. Responsibilities may include processing
cases, dealing with complex queries and investigating and resolving customer
problems.
Facilitate effective resolution of any external partner queries or complaints as
and when required.
Personal Capability Building

TECHNICAL COMPETENCIES

Develop own capabilities by participating in assessment and development
planning activities as well as formal and informal training and coaching; gain or
maintain external professional accreditation where relevant to improve
performance and fulfill personal potential.
Maintain an understanding of relevant technology, external regulation, and
industry best practices through ongoing education, attending conferences, and
reading specialist media.
Ensure up-to-date industry and market knowledge, as well as internal products,
processes.

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