Broker Consultant Assistant
Alexander Forbes
Port Elizabeth
34d ago

Introduction...

Alexander Forbes is looking for a Broker Consultant Assistant. The incumbent will be responsible to establish an effective working relationship to support and collaborate with the Broker Consultants -

to build and harbour strong effective relationships internally and with brokers which will garner meaningful business support and respect for the AF brand.

Minimum Requirements...

  • Grade 12 / Matric
  • Proven track record in a retail financial services environment with a knowledge of employee benefit and investment related product solutions.
  • Completed formal 3 year qualification will be advantageous
  • Minimum of one year’s experience in a retail financial services sales environment
  • Job Specification...

    Key performance areas Quality of work Accurate, neat, attentive to detail, consistent, thorough, high standards, follows procedure.

    Communication Adept at oral and written communication, shares information with peers and supervisors, handles internal and external communications.

    Organisational abilities To set realistic priorities, organises time, sets schedules, meets deadlines, completes projects on time, uses time well, ability to co-

    ordinate with others. Job Knowledge / Technical Skills Knows what has to be done, seldom needs instruction, proficient in all technical aspects of the job, knows how to run equipment, able to work independently, able to instruct, guides and trains others, understands security procedures and maintains them.

    Reaction to stress Can be depended upon when deadline pressures intensify, able to remain calm and effective, able to handle irate clients internal and external . Where applicable

  • Meet continuing professional development objectives as required by the industry.
  • Maintain appropriate skills and knowledge in order to provide specialist, professional factual advice in all relevant business areas.
  • Maintain the required dress code and professional appearance.
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