PPS: Broker Consultant

Centre for Professional Development


Date: 14 hours ago
City: Pietermaritzburg, KwaZulu-Natal
Contract type: Full time
Posted 3 months ago

Job Title Broker Consultant Job Purpose PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Broker Consultant must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The Broker Consultant must be aware of and responsive to the needs and concerns of customers. Business Unit External Distribution Location Pietermaritzburg, KwaZulu Natal Grade C4 Formal Qualifications

  • Matric
  • A three year or higher bachelor’s degree or national diploma
  • A completed NQF 5 – Wealth Management or RFP 3 would be advantageous

Experience

  • At least 2 years’ experience in the financial services or Life Assurance industry in a sales and/or service-related role. Knowledge
  • Intermediate knowledge of the Life Assurance or Financial Services Industry
  • Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.

Operating Level Requirements (Scope, Responsibilities, Skills and Attributes) Scope Reporting to the Area Manager, the Broker Consultant role involves business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base. Key Responsibilities

  • To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
  • Constant communication and feedback to advisers relating to all aspects of intermediary’s operations.
  • To plan, organise and control liaisons with intermediaries, their managers
  • To ensure continuous improvement of service standards to clients.
  • To ensure alignment to Treating Customers Fairly (TCF), in all business practices

Computer Literacy MS Office package, particularly Internet, Outlook and Excel Interpersonal and Intrapersonal Skills

  • Relating to Customers
  • Communicating in writing
  • Communicating Orally
  • Quality Orientated
  • Reliable
  • Customer Focused
  • Resilient
  • Results Driven

To apply, please visit the Careers page of the company website https://www.pps.co.za/ or access our job portal using the following link: Click Here

  • The individual must have clear credit and criminal records.
  • The individual must reside near or inPietermaritzburg, KwaZulu Natal.
  • The individual must have completed relevant NQF level 7 qualification or higher with a letter of completion or certificate.
  • Preference is for strength in risk insurance with relevant experience
  • Client prospecting skill and success is key.
  • Work tools like a laptop, headset, cellphone allowance and 3G card are provided.
  • Lucrative earning potential with a fixed basic

For enquiries, please contact Christine Harrison on [email protected]

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