Broker Consultant

Overview

Broker Consultant Jobs in Cape Town, South Africa at New Beginnings Recruitment

Job Description

1. Develop and maintain sales and marketing plan

• Develop and implement an integrated sales & marketing plan

• Review progress and compile report on progress made

2. Recruit Brokers

• Grow distribution channel by sourcing and selecting appropriate brokers

• Prepare and present appropriate documentation of Brokers for the CCC 3. Provide support to brokers

• Ensure brokers are equipped with sufficient documentation e.g. application forms

• Handle administration queries on behalf of dedicated brokers

• Check business methods of dedicated brokers and advise accordingly

• Update brokers on Assupol products and services regularly

• Ensure computer software of brokers are up to date in

respect

of Assupol 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 Requirements

• Matric

• Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA) Technical/Legal Certification

• Regulatory Examination Level 1:

Representatives

• Regulatory Examination Level 1:

Key Individual (Advantage) Experience

• 2 years

Project Management

• 2 years’ experience in the Long-Term Insurance industry

• At least 1 years advice and intermediary experience in category A,B,C and retail benefits

• 1 year’s management experience in the insurance industry Knowledge Life Industry Legislation FAIS, NCA, FSCA, LTIA Financial Management Products Benefits Formal

Education

&  Certification

• Matric  

• Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)  

• Regulatory Examination Level 1:

Representatives  

• Regulatory Examination Level 1:

Key Individual (Advantage) Experience

• 2 years

Project Management

 

• 2 years’ experience in the Long-Term Insurance industry   

• At least 1 years advice and intermediary experience in category A,B,C and retail benefits

• 1 year’s management experience in the insurance industry Knowledge Life Industry Legislation FAIS, NCA, FSCA, LTIA Financial Management   Products Requirements

–

Communication

Verbal and written

-Presentation

-Research

-Network

-Facilitation

-Coaching

-Recruitment

-Marketing

-Report Writing

-Planning and organising

Title: Broker Consultant

Company: New Beginnings Recruitment

Location: Cape Town, South Africa

Category: Insurance (Insurance Sales), Sales (Insurance Sales)