Broker Consultant: OUTvest at OUTsurance

Job Description
Our investment business has grown significantly over the year which has led to the development of the Broker Consulting role. The Broker Consultant is charged with driving our growth in the investments market by creating widespread awareness of our investment business OUTvest and its product offerings, through Independent Financial Advisors (IFA’s) While the focus will be on Gauteng the Broker Consultant will also be involved at a broader national level. The incumbent of this newly created position will be responsible for growing and developing the OUTvest Investment portfolio.

The Broker Consultant must align themselves with the OUTsurance culture and values of Awesome Service, Passionate, Honest, Human, Dynamic and Recognition and be able to work within a dynamic and fast paced environment.

While needing an experienced investment professional to take up this role please take note that this is a role for a self-starter to build out a framework for us to build and maintain relationships with Independent Financial Advisors and as such the key outputs for this role are as follows:

• Having access to a demonstrable book of existing relationships with IFAs in Gauteng specialising in Life and Investment business.
• To drive awareness of and to market the OUTvest solution and product suite to IFAs and the skill present the various products and solutions offered by the platform to IFA’s
• Help us develop and manage the broker consulting skill in the Investments Business (OUTvest), including an understanding of how to manage performance.
• To drive awareness of and to market the OUTvest product suite to IFAs
• Build a database of IFAs actively supporting the OUTvest platform and product suite with new business flows from supporting IFA’s
• Investment Product training of IFA’s on the OUTvest product suite
• Provider high level strategic input into the growth of the OUTvest business.

Qualifications
Qualification and Experience

Essential

• Completed Matric or National Senior Certificate as a minimum but a relevant commercial degree will be advantageous
• 60 FAIS credits/Full Insurance Qualifications (depending on DOFA)
• Proven track record in the sales and marketing of Investment products through IFA’s
• For applicants that have been working in a financial services industry prior to December 2010, preference will be given to applicants with their Financial Services Board Regulatory Exams (RE5) completed. Applicants without prior financial services sales experience will not be prejudiced by this requirement.
• If you worked in the financial services industry prior to December 2011, selling and providing financial advice to clients. You would need to have completed the 30 FAIS credits necessary for personal lines or 60 FAIS credits for commercial insurance
• Must have your own reliable transport
•  Valid code B driver’s license
• At least 3 years’ experience in a similar role
• Effective communication with both internal stakeholders and IFA’s.
• Drafting, tracking and measurement of your personal business plan.
• Providing on-going service and support to your individual IFA’s  
•  Keeping abreast with the Life and Investment market changes and developments.