Broker Consultant

• Matric or SAQA accredited equivalent- essential.
• BCom or similar qualification would be advantageous.
• 3 to 4+ years’ experience in sales and distribution in long-term insurance- essential.
• Experience in marketing or sales in banking, financial, insurance or business services.

• Provide a quality service to brokers, while identifying opportunities to secure new business.
• Process cases, deal with queries and investigate and resolve customer problems.
• Build, maintain and manage new and existing Broker or External partner relationships.
• Collect and analyse data using POL360 systems to identify trend, opportunities and risks.
• Provide daily performance reports on incoming contacts and sales.
• Ensure updated financial service industry and market knowledge.
• Develop knowledge and understanding of the company’s policies and procedures and relevant regulatory codes.
• Manage and mitigate risks.

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