Internship - Broker Consultant

SUMMARY:
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POSITION INFO:

RESPONSIBILTIES:

1.1. Recruit Independent Contractors, Group Independent Contractors, and Independent Financial Advisers.

1.2. Cultivate and sustain relationships with Advisers and their office staff.

1.3. Conduct Intermediary Panel visits.

1.4. Attend monthly review meetings and engage in one-on-one sessions with the Franchise Director.

1.5. Aid Intermediaries in identifying business opportunities aligned with product offerings.

1.6. Monitor and manage the new business pipeline, ensuring follow-ups and tracking while maintaining a strong rapport with the Associate Business Consultant.

1.7. Process quotations and applications efficiently.

1.8. Provide comprehensive technical training and ongoing support on Financial Products and Policies to Intermediaries and their teams.

1.9. Keep Intermediaries informed about any changes or new offerings within the company’s Financial Products and Policies.

1.10. Handle queries and provide feedback on various sales and service-related matters.

1.11. Coordinate with internal departments to ensure excellent service for Clients and Intermediaries.

1.12. Stay updated on competitor products, service offerings, and industry developments.

1.13. Engage in proactive sales and marketing initiatives.

SKILLS AND ATTRIBUTES:

• Problem-solving abilities coupled with effective communication skills.
• Capability to work under pressure and independently, show initiative, and collaborate within a team.
• Well spoken and presentable.
• Exceptional organisational skills with an emphasis on planning and prioritisation.
• Excellent interpersonal skills and a positive attitude.
• Goal-oriented mindset aligned with achieving targets.
• Unwavering ethical standards and acute attention to detail.

MINIMUM QUALIFICATIONS AND EXPERIENCE:

• Tertiary degree.
• Valid driver’s license and personal vehicle.
• Previous experience in the financial industry considered advantageous.