Broker Consultant

SUMMARY:
Broker Consultant (Employee Benefits and Investments)

POSITION INFO:

We’re looking for a driven Broker Consultant to join our team in Cape Town! If you’re passionate about building strong broker relationships, know your way around financial products, and thrive on meeting sales targets – this could be your next big move.

Bring your energy, industry knowledge, and people skills – and help us grow our broker network across the Western Cape.

 Summary:

As a Broker Consultant your primary responsibility will be to identify and onboard new brokers, educate them about the company's products and enhancements, and drive sales to meet specified targets. This role requires exceptional networking skills, a deep understanding of financial products, and a strong sales-oriented approach. You will be instrumental in expanding the company’s broker network, promoting its financial products, and ensuring sales goals are met, contributing to the growth and success of the organisation.

What to Expect:

• Identify potential broker partners through market research and networking
• Initiate and nurture relationships with prospective brokers
• Maintain a comprehensive understanding of the company's financial products and enhancements, gathering feedback from brokers for product development and enhancements
• Develop and maintain strong partnerships with brokers, identify sales opportunities and develop tailored solutions
• Keep brokers informed about new product launches and updates and provide training and support on product features and benefits
• Set sales targets and develop strategies to achieve them
• Stay updated on industry trends, market conditions, and competitor offerings
• Prepare and submit regular reports on sales activities, progress, and market insights

 What You'll Bring:

Qualifications

• Bachelor's degree in finance, economics, business, or a related field preferable
• RE 5

Experience and Skills

• Proven experience in sales, preferably in the financial services industry
• In-depth knowledge of financial products, market trends, and regulatory requirements in South Africa
• Excellent communication and interpersonal skills
• Strong negotiation and presentation abilities
• Results-driven with a track record of meeting or exceeding sales targets
• Self-motivated and able to work both independently and collaboratively