Broker Consultant
Broker Consultant
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4-5years
20000 - 20000
1 Vacancy
Job Description
Company Overview
Platinum Talent is recruiting on behalf of a leading financial services provider in South Africa. This organization offers innovative flexible and high-value insurance products tailored to individuals employees and domestic workers.
As part of their national expansion they are seeking dynamic Broker Consultants to drive growth through adviser partnerships and market engagement.
Bilingual fluency in English and Afrikaans is essential.
The Broker Consultant is responsible for building strong relationships with financial advisers and driving the distribution of long-term insurance products.
You will play a key role in enabling adviser success through strategic sales support onboarding and training while ensuring a consistently excellent client experience.
Key Responsibilities
Sales & Relationship Management
- Build and maintain strong relationships with independent financial advisers and brokerage firms.
- Drive business development by identifying and onboarding new intermediaries.
- Support advisers in planning quoting and converting leads to new business.
Adviser Enablement & Support
- Provide tools and resources to help advisers succeed including product training and benefit presentations.
- Deliver product updates and refresher sessions to ensure advisers remain confident and knowledgeable.
Market Strategy & Development
- Execute sales strategies aligned with business goals and revenue targets.
- Monitor market trends and feedback to refine offerings and improve the adviser journey.
Requirements
Category
Requirements
Language proficiency
English and Afrikaans is essential.
Education
RE5 (MUST HAVE) NQF5 or higher in Financial Planning preferred
Experience
Minimum 5 years in long-term insurance ideally in a broker consultant or IFA role
Tech Proficiency
CRM systems Microsoft Office Suite and virtual meeting tools
Other Requirements
Valid driver s license and reliable transport; flexibility to travel
Core Competencies
- Strong communication and presentation skills
- Tech-savvy with the ability to work independently
- Goal-oriented with a results-driven approach
- Excellent interpersonal and negotiation capabilities
- High level of integrity and accountability
Benefits
- Competitive market-related salary
- Uncapped commission structure
- Comprehensive employee benefits (Life Disability Funeral)
- Employee Wellness Programme
- 20 days annual leave plus maternity paternity and study leave
- Professional development in a purpose-led innovation-driven environment
Minimum Requirements Language: English and Afrikaans (both essential) Qualifications: RE5 (compulsory); NQF5+ in Financial Planning preferred Experience: 5+ years in long-term insurance (Broker Consultant / IFA role) Tech: Proficient in CRM, Microsoft Office, virtual platforms Other: Valid driver's license, reliable transport, travel-ready
Education
Role Purpose Broker Consultant Build and manage relationships with financial advisers and brokerages Drive long-term insurance product distribution Support advisers with onboarding, sales enablement, and training Deliver outstanding adviser and client experiences Key Responsibilities Sales & Relationship Management Acquire and grow IFA/broker relationships Plan, quote, and assist in closing new business Identify new intermediary opportunities Adviser Enablement & Support
Employment Type
Full Time
Company Industry
Financial Services / Insurance Agencies and Brokerages / Investment Banking
