Posted on :
22 Nov, 2013
22 Nov, 2013
Please note that the successful candidate for the role will be employed by Discovery franchise and not Discovery directly The positions are available in different Regions in South Africa. Increase the sales of the product range through building relationships, superior client service and technical knowledge.
Key Outputs
•Developing and maintaining broker relationships
•Review New business pipeline, follow-up and tracking
•Issuing of quotations
•Technical training of and ongoing product support to Financial Advisors
•Dealing with queries and providing information on a range of sales and service issues
•Liaising with internal departments on processing issues
•Building relationships with internal departments to ensure superior service is offered to clients
•Keeping up-to-date with competitor product and service offering and industry developments
•Participating in proactive sales and marketing initiatives
Competencies
•Assertiveness
•Self-confidence
•Honest and ethical
•Resilience
•Perseverance
•Able to manage stress and stressful situations
•Results driven
•Ability to work independently without supervision
•Self -Disciplined
•Able to influence and negotiate
•Persuasiveness
•Build strong relationships
•Use own initiative
•Decisiveness
Qualifications & Experience
Education
•Minimum:
Matric with Maths and English on HG
NQF Level 5 in Wealth Management or Short-term insurance
RE exams
Beneficial: Business degree
Experience
•Sound knowledge of Insurance (short-term, health or risk) or investment products
•Knowledge of underwriting processes
•Broker consulting experience in an insurance company or investment house
•An understanding of Financial Planning
•Knowledge of MS Office Suite
Other
•Own insured transport, cellphone and drivers license
•Willingness to undertake business travel across South Africa
Tracking Number | DK/12032013 |
Job Title | Broker Consultant |
Business Unit | Discovery |
Department | Retail Distribution |
Location | Different Provinces in South Africa |
Type of Position | Permanent |
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