Direct Broker Consultant - Parktown at PPS

Job Purpose

• PPS External Distribution has an opportunity for a service driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The Direct 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 Direct Broker Consultant must be aware of and responsive to the needs and concerns of customers.       

Minimum Requirements    
Formal 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

Knowledge

• Intermediate knowledge of the Life Assurance or Financial Services 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.

Duties and Responsibilities    

• Operating Level Requirements (Scope, Responsibilities, Skills and Attributes)

Scope

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

Key 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
• Computer Literacy
• MS Office package, particularly Internet, Outlook and Excel

Interpersonal and Intrapersonal Skills

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

Closing Date    
2023/08/28