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

By sending your CV along with other additional documents, you give consent to DK Consulting to proceed and retain your personal information for the current opportunity as well as for future opportunities.

 

 

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

---