Broker Consultant (Durban) at PPS

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

Duties and Responsibilities

Broker Consultant:

• 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.