Job Summary
Broker Consultant
Location: Western Cape – Bellville
Employment Type: Permanent
Working Hours: Monday to Friday | 08h00 – 16h30
Role Overview
A well-established organisation within the financial services / funeral insurance sector is seeking a detail-oriented and self-motivated Broker Consultant to provide administrative and operational support to the Sales Support function. This role requires strong coordination, documentation control, and broker liaison skills.
Key Responsibilities
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Capture broker information accurately on internal systems
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Compile and manage broker application documentation
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Follow up with brokers on outstanding documentation
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Handle broker queries and assist with resolving escalations
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Liaise with internal departments to support broker processes
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Maintain strong relationships with internal teams and external brokers
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Perform quality checks to ensure accuracy and compliance
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Maintain effective filing and document control systems
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Prepare reports and manage correspondence
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Identify process improvements and support implementation of new procedures
Minimum Requirements
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Grade 12 (essential)
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Administration qualification or relevant experience (advantageous)
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3–5 years’ experience in Financial Services, Long-Term or Funeral Insurance
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Prior experience providing administrative support to brokers
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Excellent written and verbal English communication skills
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Proficiency in MS Office, including intermediate Excel
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Strong organisational skills with high attention to detail
Ideal Attributes
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Strong multitasking ability
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High level of accuracy and confidentiality
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Professional communication style
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Ability to work independently and within a team
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Good time management and deadline-driven
A 6-month probation period will apply. Employment equity principles will be applied.
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