Job Description

Job Advert Summary

Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.



Responsible to work with and through others to build and maintain relationships.

Minimum Requirements

Formal Qualifications

Matric A three years national diploma/NQF 5 related qualification CFP/LLB/Marketing degree would be advantageous

Experience

At least 5 years' experience in the financial services or Life Assurance industry in a sales role with a proven track record.

Knowledge

Intermediate knowledge of the Life Assurance or Financial Services Industry. Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential. MS Office package, particularly Internet, Outlook and Excel.

Duties and Responsibilities

Recruit a panel of brokers that will support Gemini risk business Train/accredit and vest the panel on Gemini and PPS products and systems Do market research and implement business plans Be the product specialists and assist to train PPS staff on Gemini products and processes Do worksite presentations Do student/ Lecturer presentations on Technicon and University campuses Co-manage a portfolio of PPS Internal Intermediaries until vested Recruit new Gemini focussed agents Work closely with subsidiaries (PPSI and STI) to generate leads To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information Constant communication and feedback to advisers relating to all aspects of the intermediaries' operations To plan, organise and control liaisons with intermediaries and their managers To ensure continuous improvement of service standards to clients To ensure alignment to treating customers fairly (TCF) in all business practices.

Interpersonal and Intrapersonal Skills

Sales negotiation skills Strong communication skills Customer Focused Resilient Results Driven Relationship building skills Presentation skills * Time management skills