Broker Consultant

• Matric
• NQF level 6 qualification or a 3-year relevant tertiary qualification would be advantageous.
• RE5 Regulatory Examinations for representatives.
• 60 FAIS credits or full FAIS recognized qualification.
• Class of Business and Product specific training in category 1 life and friendly societies.
• 12+ years of Continuous Professional Development per CPD cycle.
• Knowledge and understanding of insurance legislation.
• Valid driver’s license and own vehicle.
• Sound knowledge of long-term insurance or employee benefits products.
• Knowledge of underwriting processes.
• 5+ years’ experience in the insurance industry in the group funeral or group risk market.
• Broker consulting, trade unions and funeral parlors experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers.
• Proven sales track record.

• Sourcing and securing new business opportunities with corporates, unions, churches, individual clients and more.
• Sourcing new brokers and maintaining relationships.
• Developing and maintaining client relationships in all business levels.
• Ensure that there are no unreasonable post-sales barriers faced by clients.
• Keep updated with competitor products and services offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Consistently strive to engage with clients to drive company values.
• Prepare and deliver clear and thoughtful presentations to various clients and potential client audiences with diverse backgrounds.

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