Overview
Broker Consultant Jobs in Pietermaritzburg, South Africa at PPS Recruitment
Position: Broker Consultant )
PPS External Distribution has an opportunity for a service-driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role.
The Broker Consultant must be aware of and responsive to the needs and concerns of customers.
Reporting to the Area Manager, the Broker Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.
Qualifications:
Matric
A three-year or higher bachelor’s degree or national diploma
A completed NQF 5 – Wealth Management or RFP 3 would be advantageous
Experience:
At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service-related role.
Knowledge:
Intermediate knowledge of the Life Assurance or Financial Services Industry is required. Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
Duties
and Responsibilities
Broker Consultant:
To support and service intermediaries in their sales efforts by preparing quotes, statements of benefits, and other relevant supporting information.
Constantcommunicationand feedback to advisers relating to all aspects of intermediaries operations.
To plan, organise, and control liaisons with intermediaries and their managers.
To ensurecontinuous improvementof service standards to clients.
To ensure alignment to Treating Customers Fairly (TCF) in all business practices.
Key Responsibilities:
Relating to Customers
Communicating in writing
Communicating Orally
Quality Orientated
Reliable
Customer Focused
Resilient
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Title: Broker Consultant
Company: PPS Recruitment
Location: Pietermaritzburg, South Africa
Category: Business, Sales
