Broker Consultant

Phuthaditjhaba, FS, ZA, South Africa

Job Description

Description


Main Propose





To recruit, maintain and develop brokers and achieve set targets


Main Outputs and Responsibilities





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


Knowledge and Skills





Formal Education



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 Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits 1 year's management experience in the insurance industry

COMPETENCIES





KNOWLEDGE



Life Industry


Legislation FAIS, NCA, FSCA, LTIA

Financial Management Products



SKILLS



Communication Verbal and written

Presentation


Research


Network


Facilitation


Coaching


Recruitment


Marketing


Report Writing


Planning and organising









ATTRIBUTES



Perseverance


People centric









Work Level
Mid-Level
Job Type
Permanent
Salary
Market Related
EE Position
No
Location
Phuthaditjhaba

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Job Detail

  • Job Id
    JD1575126
  • Industry
    Not mentioned
  • Total Positions
    1
  • Job Type:
    Full Time
  • Salary:
    Not mentioned
  • Employment Status
    Permanent
  • Job Location
    Phuthaditjhaba, FS, ZA, South Africa
  • Education
    Not mentioned