Broker Consultant

Purpose

Are you a dynamic and driven individual with a passion for short-term commercial insurance? iTalk Financial Services is seeking a Broker Consultant to join our growing Discovery Department. This is an exciting opportunity to be part of a high-performing team focused on expanding our business insurance portfolio.

Responsibilities

• Build and maintain a profitable short-term commercial insurance book.
• Identify new business opportunities and generate leads for Discovery products.
• Manage and grow relationships with clients, brokers, and key stakeholders.
• Provide expert advice on Discovery insurance solutions tailored to client needs.
• Conduct needs analyses and develops tailored insurance packages.
• Stay up to date with product knowledge, industry trends, and competitor activities.
• Ensure compliance with FAIS and other relevant regulatory frameworks.
• Prepare and deliver presentations to clients and teams.
• Handle queries, objections, and policy-related issues with professionalism.
• Meet sales targets and performance metrics.

Education

• Grade 12/NQF 4 equivalent qualifications.
• BCom/Higher Diploma or equivalent business-related qualification (Advantageous)
• Meets FAIS Fit and proper requirements as per legislation
• RE5 (essential)

Experience

• 1-2 years’ experience in Broker Account Management environment (Essential)
• Short term and Medical Aid experience
• Experience In Financial Services Industry (Essential)
• Should you have previous experience as a FAIS representative the following is non-negotiable:
  • FAIS credits/Full Insurance Qualifications (depending on DOFA)
  • RE5 (depending on DOFA)