Jobs Career Advice Post Job
X

Send this job to a friend

X

Did you notice an error or suspect this job is scam? Tell us.

Oops! It seems this job has expired
View current and similar jobs using the button below
    • Job Opportunities at PPS

    Posted: Jul 28, 2023
    Deadline: Aug 4, 2023
    • @gmail.com
    • @yahoo.com
    • @outlook.com
  • Broker Consultant - Boland

    • 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. 
    • Reporting to the Area Manager, the Broker Consultant role involves business development and relationship management within a base of Life Assurance and Investment Intermediaries with the intention to grow this base.

    Minimum Requirements    
    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, Life Assurance or Investment Industry in a sales and/or service related role.

    Knowledge:

    • Intermediate knowledge of the Life Assurance, Financial Services or Investment 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.

    Interpersonal and Intrapersonal Skills:

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

    Duties and 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 intermediaries’ 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

    Closing Date    
    2023/08/11

    Check how your CV aligns with this job

    Method of Application

    Interested and qualified? Go to pps.erecruit.co to apply

    Build your CV for free. Download in different templates.

  • Send your application

    Back To Home

Career Advice

View All Career Advice
 

Subscribe to Job Alert

 

Join our happy subscribers

 
 
 
Send your application through

GmailGmail YahoomailYahoomail