Business Consultant; Newlands

Job Description

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.

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.

• 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.

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