South Africa

Life Insurance Growth&Partnerships Consultant, Soweto

Life Insurance Growth&Partnerships Consultant, Soweto
Description
Job Description To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

Requirements Education

LLB/Bachelors degree in Marketing, or related

Certified Financial Planner (CFP) Certification (preferred)

Experience

At least 5 years’ experience in the financial services or Life Assurance industry in a sales role

Knowledge And Skills

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 (essential)

MS Office package skills

Sales negotiation skills

Duties and Responsibilities

Recruit a panel of brokers to support the glu risk business

Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems

Conduct market research and execute strategic business plans

Serve as a product specialist and assist in training PPS staff on glu products and processes

Deliver presentations at worksites and on Technicon and university campuses to students and lecturers

Co-manage a portfolio of PPS internal intermediaries until fully vested

Recruit new agents focused on glu offerings

Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads

Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation

Maintain consistent communication and feedback with advisers regarding intermediary operations

Plan, organise, and manage engagements with intermediaries and their managers

Drive continuous improvement in client service standards

Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies

Effective Communication

Business Acumen

Client Focus

Relationship Building

Strategic Orientation

Results Orientation

Planning and Organising

Ethics and Integrity

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Highlights
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