Broker Consultant | Johannesburg

Recruiter:

The Recruitment Council

Job Ref:

Broker Consultant | ..

Date posted:

Tuesday, July 28, 2026

Location:

Johannesburg, South Africa

Salary:

Market Related

SUMMARY:
Broker Consultant | Johannesburg

POSITION INFO:

In this pivotal role, you will act as the primary bridge between the company and its network of brokers, driving both business development and operational excellence:

Broker Relationship Management: Serve as the first point of contact for allocated brokers—handling inquiries, resolving complex issues, and proactively driving lead generation and business retention.
Performance & Portfolio Monitoring: Track and optimize broker panel performance, ensuring key metrics are met (including maintaining lapse ratios and NTU ratios below 40%).
Data, Insights & Reporting: Collate and analyze data to identify market trends, risks, and growth opportunities. Generate daily, weekly, and monthly reports on panel activity.
Workflow & Schedule Management: Design your monthly schedules independently, prioritizing high-impact tasks and streamlining office workflows to maintain service excellence.

What You’ll Need to Succeed

Education: Grade 12 / Matric equivalent (Essential).
Accreditation: FAIS Accreditation or a similar financial services qualification (Essential).
Experience: 3–4 years of direct experience in sales and distribution within the long-term insurance industry (Essential).
Background: Prior sales, marketing, or relationship management experience in banking, financial, or business services.
Technical Skills: Strong proficiency in MS Office (Excel, Word, PowerPoint). Project management experience is a strong plus.
Soft Skills: Exceptional stakeholder management, sharp problem-solving abilities, and the capacity to thrive in a high-pressure, fast-paced environment.

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