Broker Consultant

Broker Consultant

Location: Western Cape – Bellville
Employment Type: Permanent
Working Hours: Monday to Friday | 08h00 – 16h30

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.

• Capture broker information accurately on internal systems
• Compile and manage broker application documentation
• Follow up with brokers on outstanding documentation
• Handle broker queries and assist with resolving escalations
• Liaise with internal departments to support broker processes
• Maintain strong relationships with internal teams and external brokers
• Perform quality checks to ensure accuracy and compliance
• Maintain effective filing and document control systems
• Prepare reports and manage correspondence
• Identify process improvements and support implementation of new procedures

• Grade 12 (essential)
• Administration qualification or relevant experience (advantageous)
• 3–5 years’ experience in Financial Services, Long-Term or Funeral Insurance
• Prior experience providing administrative support to brokers
• Excellent written and verbal English communication skills
• Proficiency in MS Office, including intermediate Excel
• Strong organisational skills with high attention to detail

• Strong multitasking ability
• High level of accuracy and confidentiality
• Professional communication style
• Ability to work independently and within a team
• Good time management and deadline-driven

A 6-month probation period will apply. Employment equity principles will be applied.