Business Broker Consultant Cape Town

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profile Job Location:

Cape Town - South Africa

profile Monthly Salary: Not Disclosed
Posted on: 5 hours ago
Vacancies: 1 Vacancy

Job Summary

We are seeking a dynamic and relationship-driven Broker Consultant to join a leading life insurance provider. This role is responsible for building managing and growing relationships with independent brokers and financial advisors driving new business and supporting intermediaries to achieve sales targets.

Key Responsibilities Include:

  • Consistently deliver and exceed on allocated sales targets.
  • Develop manage and maintain strong relationships with Financial Advisers ensuring consistent growth of their panel.
  • Assist in identifying new potential Financial Advisers and opportunities for business growth.
  • Technical training and ongoing product support to Financial Advisers
  • Facilitate the sales process to ensure that Financial Advisers are going through the correct channels.
  • Participate in proactive sales and marketing initiatives.
  • Build and sustain profitability in their business.
  • Keep up to date with competitor product and service offerings and industry developments making recommendations to management where necessary.
  • Review New Business Pipeline follow up and tracking to ensure conversion.
  • Give regular one on one and group presentations.
  • Strong telephone manner: able to make successful cold calls and sell products telephonically.
  • Attend regional Financial Adviser meetings and deliver on marketing strategy to their Financial Advisors

Personal Attributes Required:

  • An insurance qualification - RE1 RE5 Certificate in Financial Planning Diploma in Wealth Planning CFP or similar
  • 3 years life insurance experience.
  • Established Broker Panel
  • Previous sales experience with a good knowledge of the long term insurance industry

NOTE* ONLY CANDIDATES WITH THEIR OWN VEHICLE WILL BE CONSIDERED

We are seeking a dynamic and relationship-driven Broker Consultant to join a leading life insurance provider. This role is responsible for building managing and growing relationships with independent brokers and financial advisors driving new business and supporting intermediaries to achieve sales t...
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Key Skills

  • Business Intelligence
  • Bidding
  • Accounts Assistant Credit Control
  • Account Development
  • Content Development
  • Lab Testing