Key Purpose of the role
- Increase the sales of the product range by building relationships, maintaining superior client service backed by sound technical knowledge
Key Responsibilities
- Developing and maintaining broker relationships
- Reviewing the new business pipeline, following up, and tracking
- Issuing of quotations
- Technical training of & ongoing product support to financial advisors
- Dealing with queries & providing information on a range of sales and service issues
- Liaising with internal departments to ensure superior service is offered to clients
- Keeping up to date with competitor product and service offering & industry developments
- Participating in proactive sales & marketing initiatives
Key Requirements
- Own insured transport, cell phone and drivers license
- Willingness to undertake business travel across South Africa
Competencies
- Assertiveness
- Self-confidence
- Honest and ethical
- Resilience
- Perseverance
- Able to manage stressful situations
- Results driven
- Ability to work independently without supervision
- Self-Disciplined
- Persuasive
- Results driven
- Build strong relationships
- Use own initiative
- Decisiveness
Qualifications and Experience:
Minimum
- NQF5 in Wealth Management of Financial Planning
- RE5
Advantageous:
- Business degree
- Sound medical aid knowledge
- Knowledge of underwriting process
- Broker consulting experience in the financial services industry
- An understanding of financial planning
- Knowledge of MS Office Suite
