Broker Consultant / Western Cape - George

Job discripiton:

Recruit, maintain and develop brokers and achieve set targets

Main Outputs and Responsibilities 

1. Develop and maintain sales and marketing plan
• Review progress and compile report on prassogress 

2. Recruit Brokers
• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation from Brokers for the CCC

3. Provide support to brokers
• Ensure brokers are equipped with sufficient documentation 
• Handle administration queries on behalf of brokers
• Check business methods of dedicated brokers and advise accordingly
• Update brokers on company products and services regularly
• Ensure computer software of brokers are up to date in respect of company products and services
• Build professional business relationships with brokers

4. Offer training to brokers and their sub-agents
• Facilitate product training
• Facilitate any other form of training that will enhance the broker’s production
• Keep record of training interventions
• Forward all relevant training info to Head Office

5. Identity and develop new and current markets
• Identify and develop new markets
• Negotiate stop order markets
• Maintain contacts with key decision makers and insurance industry resources (new and existing)
• Retain and increase market share in existing markets
• Manage the business retention
• Conduct products presentations in the market

6. Maintain production targets and retain business
• Identify and develop new markets
• Ensure and monitor set production targets are achieved
• Maintain business retention

Must have:

• 2 years Project Management
• 2 years’ experience in the Long-Term Insurance industry
• Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
• 1 year’s management experience in the insurance industry

• Matric
• Relevant qualification
• RE 1 and RE 5
• Class of Business certificates (Long term insurance, investments, pension fund)
• CPD certificates
• Clear criminal record, clear ITC, clear fraud
• Excellent track record
• Contactable references