Broker Consultant (Long Term Insurance) at Telesure Investment Holdings (TIH)

Specification
Relationships Management

• Develop and oversee customer relationship strategy for their Broker Panel, including identification of key customer networks, alliances, and strategies to build customer intimacy and loyalty.
• Ensure continuous enforcement of new and existing marketing strategies through external partners.
• Effectively build, maintain and manage new and existing partner relationships as well as relationships within the department and the TIH Group.
• Develop a personal network within the sales territory and represent the organization at trade shows and other events to identify sales opportunities, promote the organization, and enhance its reputation.
• Set own goals in conjunction with Business Partners and Manager/s and work towards them.
• Maintain focus on continuous and constant improvement.
• Enhance external relationships through continuous motivational sales support and recognition.

Third Party Sales

• Deliver third party sales of a range of products and services to significant customers.
• Achieve targets of third party sales, book growth, and profitability on the portfolio across all relevant product lines.

Business Development

• Monitor and assess sales and market data for a specific geographic region and produce reports that will assist management in formulating strategy and identifying areas in the market where business can be developed.

Compliance

• Identify, within Partners, patterns of non-compliance with the organization's policies and procedures, and with relevant regulatory codes and codes of conduct, taking appropriate action to report and resolve these and escalating issues as appropriate.
• Ensure External Partners are continuously up to date regarding training, products and processes in order to drive sales and ensure adherence to business and statutory requirements.
• Identify potential risks to the business and escalate these accordingly.

Solutions Analysis

• Analyze specific problems and issues to find the best solutions. Solutions could be technical or professional in nature.
• Analyse current performance inhibitors and find solutions to ensure business continuity.

Partner Service

• Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries and investigating and resolving customer problems.
• Facilitate effective resolution of any external partner queries or complaints as and when required.

Personal Capability Building

• Develop own capabilities by participating in assessment and development planning activities as well as formal and informal training and coaching; gain or maintain external professional accreditation where relevant to improve performance and fulfill personal potential.
• Maintain an understanding of relevant technology, external regulation, and industry best practices through ongoing education, attending conferences, and reading specialist media.
• Ensure up-to-date industry and market knowledge, as well as internal products, processes.

Requirements

• Grade 12/ SAQA Accredited Equivalent (Essential)
• Wealth Management Qualification/Higher Certificate in Financial Planning - NQF6 (Essential)
• FAIS accreditation (Essential)
• Degree / diploma in Business Management/ Marketing (Advantageous)
• Post Graduate Qualification - CFP (Advantageous)

General Experience

• 2 – 5 years experience in intermediated sales as a BC in the long-term insurance industry (Essential);
• Account management experience (Advantageous)
• SAQA Accredited Equivalent -It is the onus of the applicant to provide TIH and its subsidiaries with certified evidence that their qualification(s) meet the equivalent NQF level required for this role at time of application.