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  • Posted: Nov 13, 2025
    Deadline: Not specified
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    We provide funeral, life, savings and retirement products and services to South Africans from every walk of life. In everything we do, we aim to reward the trust that our clients have placed in us. We keep our promises to our stakeholders, and we are always there for our clients when it matters most
    Read more about this company

     

    Broker Consultant (Durban)

    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

    go to method of application »

    Regional Manager: Cornerstone (Gauteng North)

    Description

    Duties & Responsibilities:

    Identify and Develop marketing policy and strategy

    • Marketing business plan – expansion of distribution channel, sales targets, etc
    • Sales budget – setting of targets according to uniform criteria
    • Resource requirements
    • Obtain approval from CEO
    • Participate in planning meetings, review & update strategies & plans at regional level
    • Communicate plan to employees
    • Financial budget for all resources

    Sales Process and targets

    • Participate and input on the formulation of sales policies & procedures
    • Manage sales staff performance
    • Reporting of statistics & results to Sales Committee Forum

    Customer Relations

    • Use of information to plan the implementation of market penetration
    • Interacts with the Ombudsman if there is a finding in the Region you are responsible for

    People Management

    • Management of the Region’s structures, training & development, performance management, etc.
    • Visits to districts within the Region

    Develop a communication strategy & plan

    • Stakeholder analysis
    • Understanding Markets

    Stakeholder relations

    • Gain understanding of stakeholder impact on business
    • Understand impact of stakeholder policies on business
    • Deploy the correct interactions and processes

    Requirements

    Formal Education:

    • Matric
    • Recognized qualification by FSCA
    • RE 5
    • RE1
    • Valid Drivers license 

    Experience:

    • 5 years in Insurance
    • 5 years in Sales Management
    • 3 years in People Management
    • Atleast 1 year experience in category A

    Method of Application

    Use the link(s) below to apply on company website.

     

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