Broker Consultant - Potchefstroom at Assupol

Main Propose

• To recruit, maintain and develop brokers and achieve set targets

Main Outputs and Responsibilities

• Develop and maintain sales and marketing plan 
• Develop and implement an integrated sales & marketing plan  
• Review progress and compile report on progress made

Recruit Brokers

• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation of Brokers for the CCC

Provide support to brokers

• Ensure brokers are equipped with sufficient documentation e.g. application forms
• Handle administration queries on behalf of dedicated brokers
• Check business methods of dedicated brokers and advise accordingly
• Update brokers on Assupol products and services regularly
• Ensure computer software of brokers are up to date in respect of Assupol products and services
• Build professional business relationships with brokers

Offer training to brokers and their sub-agents

• Facilitate product training
• Facilitate any other form of training that will enhance the broker’s production
• Keep record of training interventions
• Forward all relevant training info to Head Office

Identity and develop new and current markets

• Identify and develop new markets
• Negotiate stop order markets
• Maintain contacts with key decision makers and insurance industry resources (new and existing)
• Retain and increase market share in existing markets
• Manage the business retention
• Conduct products presentations in the market 

Maintain production targets and retain business

• Identify and develop new markets
• Ensure and monitor set production targets are achieved 
• Maintain business retention

Requirements
Knowledge and Skills

Formal Education

• Matric 
• Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA) 

Technical/Legal Certification

• Regulatory Examination Level 1: Representatives 
• Regulatory Examination Level 1: Key Individual (Advantage)

Experience

• 2 years Project Management 
• 2 years’ experience in the Long-Term Insurance industry  
• Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
• 1 year’s management experience in the insurance industry

COMPETENCIES

KNOWLEDGE

• Life Industry
• Legislation FAIS, NCA, FSCA, LTIA
• Financial Management Products

SKILLS

• Communication Verbal and written
• Presentation
• Research
• Network
• Facilitation
• Coaching
• Recruitment
• Marketing
• Report Writing
• Planning and organising

ATTRIBUTES

• Perseverance
• People centric