Broker Consultant: George Life at AVBOB South Africa

Introduction

 The above-mentioned position exists at the George Office and will report to the Area Manager: WC Brokers. The incumbent will be responsible to ensure the effective management of a team of Broker FSP’s and their Agents in order to achieve set business objectives. 

Specification

• Identify, recruit and increase the number of active high quality Broker FSP accounts.
• Assist, guide, check, and motivate appointment of new Broker FSP’s.
• Ensure that all new appointed Broker FSP’s and their agents are adequately trained.
• Manage, develop, train, assist, lead and maintain a motivated and high performance team of Brokers FSP’s, existing or new, to achieve their maximum potential with professionalism.
• Ensure negotiated mutual agreed sales targets are set and reached through quality business.
• Follow up on all inquiries timeously, and keep a log of all contacts made with outcomes of those interactions.
• Ensure, monitor and advise Broker FSP teams on compliance with relevant legal and statutory requirements with respect but not limited to FAIS/FICA/LTIA and other relevant legislation ensuring FISCA accepted financial and insurance standards
• Identify and manage risks impacting Broker FSP’s timeously and address functional related problems as well as opportunities.
• Manage communications - written (filing, faxing, email, etc.) and verbal (telephone, direct etc.) to internal and external clients
• Ensure the provision of support in connection with the preparation of documents and presentations for the AVBOB Management and Administration Departments
• Assist, advise, guide and support Broker FSP’s with debit accounts to cancel any and all outstanding amounts.
• Build and maintain relationships with internal and external stakeholders.
•  Identify training needs for the Broker FSP team/s and train new appointed Broker FSP’s & Agents on AVBOB products and services as well as providing technical direction and guidance. 

Requirements 

• Grade 12 certificate
• A suitable insurance industry entry long term insurance qualification within the requirements of the Financial Sector Conduct Authority (FSCA).
• Comply with FAIS legislation for registration on Fit and Proper requirements:

Applicants who entered the industry as follows:

• From years 2004-2007 requires 30 credits on NQF4 obtained by 31 December 2009
• From years 2008-2009 requires 30 credits or
• 60 credits on NQF4 obtained by 31 December 2011 or
• Full FAIS recognized qualification obtained by 31 December 2013.
• All those appointed in the industry from the year 2010 onwards require a full FAIS recognized qualification.
• Clear ITC and criminal record
• RE5 Certificate
• RE1 Certificate will be an advantage
• Valid code 08 / B / EB driver’s license – unendorsed, own reliable transport and cell phone - regular traveling to all areas and Broker FSP’s managed by you – non-negotiable