Broker Consultant

SUMMARY:
Join listed insurance company and increase the sales of the product range through building relationships, superior client service and technical knowledge.

POSITION INFO:

• Develop and maintain relationships with Financial Advisors
• Review New business pipeline, follow-up and tracking
• Issuing of quotations
• Technical training of and ongoing product support to Financial Advisors
• Dealing with queries and providing information on a range of sales and service issues
• Liaising with internal departments on processing issues
• Building relationships with internal departments to ensure superior service is offered to clients
• Keeping up-to-date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Qualifications and Experience

Education

• Minimum: NQF5 in Wealth Management or Financial Planning
• RE5
• Beneficial: Business degree

 Experience

• Sound knowledge of Insurance (short-term, health, risk) and investment products
• Knowledge of underwriting processes
• Broker consulting experience in an insurance company or investment house
• Beneficial: An understanding of Financial Planning
• Knowledge of MS Office Suite  

NOT NEGOTIABLE

• Own insured transport, cellphone and drivers license

PLEASE NOTE:  Only suitably qualified candidates will be contacted

NB! This job is now closed. You can apply for other jobs by uploading your CV.