Business Consultant (Polokwane)

Job Advert Summary Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.

Responsible to work with and through others to build and maintain relationships.

Minimum Requirements Formal Qualifications

A three years national diploma/NQF 5 related qualification

CFP/LLB/Marketing degree would be advantageous

Experience

At least 5 years’ experience in the financial services or Life Assurance industry in a sales role with a proven track record.

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.

MS Office package, particularly Internet, Outlook and Excel.

Duties and Responsibilities

Recruit a panel of brokers that will support Gemini risk business

Train/accredit and vest the panel on Gemini and PPS products and systems

Do market research and implement business plans

Be the product specialists and assist to train PPS staff on Gemini products and processes

Do worksite presentations

Do student/ Lecturer presentations on Technicon and University campuses

Co-manage a portfolio of PPS Internal Intermediaries until vested

Recruit new Gemini focussed agents

Work closely with subsidiaries (PPSI and STI) to generate leads

To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information

Constant communication and feedback to advisers relating to all aspects of the intermediaries’ operations

To plan, organise and control liaisons with intermediaries and their managers

To ensure continuous improvement of service standards to clients

To ensure alignment to treating customers fairly (TCF) in all business practices.

Interpersonal and Intrapersonal Skills

Sales negotiation skills

Strong communication skills

Customer Focused

Resilient

Results Driven

Relationship building skills

Presentation skills

Time management skills

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