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We currently in search for an excellent Broker Consultant

Working Requirements – Knowledge

· Class of Business training in Category 1 life and friendly societies.

· Product Specific training in Category 1 life and friendly societies.

· Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.

· Excellent knowledge and understanding of insurance legislation.

· Computer Literacy (MS Office package).

· Valid driver’s license and own vehicle.

· Sound knowledge of long term insurance or employee benefits products.

· Knowledge of underwriting processes.

· Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.

· Broker consulting, trade unions, funeral parlours experience in an insurance company.

· Experience in establishing contacts and relationships with decision makers within funeral group business.

· Proven Sales track record.

Formal Qualification

· Matric.

· NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.

· Regulatory Examinations (RE5) for representatives.

· 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).

Key Responsibilities

· Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.

· Sourcing new brokers and maintaining relationships.

· Training and ongoing product support to brokers.

· Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.

· Ensuring that the agreed new business targets are met.

· Developing and maintaining client relationships in all business levels.

· Building relationships with internal departments to ensure superior service is offered to clients.

· Ensuring that clear information is given to clients before, during and after a sales deal.

· Ensure that there is no unreasonable post–sales barriers faced by clients.

· Keeping up-to-date with competitor product and service offering and industry developments.

· Dealing with queries and providing information on a range of sales and service issues.

· Participating in proactive sales and marketing initiatives.

· Consistently striving to engage with clients in honest, committed, considerate and receptive manner to drive company values.

· Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet & Face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new client relationships

Behavioural Competencies

• Good communication skills.
• Results orientated.
• Good decision making and problem-solving skills.
• Good planning and organisational skills.
• Have good negotiation skills.
• Excellent presentation skills.
• Ability to write reports.
• Analytical thinker.
• Reliable, tolerant, and determined.
• Clear focus on high quality and business profit.
• Stern honesty and integrity attributes.