Broker Sales Consultant / Life Specialist (East London)
PNet (Pty) Ltd
East London
8d ago

Intermediary Business Development for Life Broker Services

Key Responsibilities

  • Support and service intermediaries in sales efforts by preparing quotes, statement of benefits and other relevant supporting information;
  • Plan, organise and control liaisons with intermediaries and their managers;
  • Constant communication and feedback to Advisers relating to all aspects of intermediary operations;
  • Ensure continuous improvement of service standards to clients; and
  • Ensure alignment to Treating Customers Fairly (TCF) in all business practices.
  • Matric;
  • A minimum of a 3 year Bachelor’s degree or National Diploma; and
  • A completed NQF 5 Wealth Management or RFP 3 would be advantageous
  • Experience

  • At least 2 years’ experience in the Financial Services or Life Assurance industry in a sales and / or service related role
  • Knowledge

  • Intermediate knowledge of the Life Assurance or Financial Services Industry
  • Competencies

  • Able to successfully influence and persuade others by understanding how their individual needs and motivations link to goals;
  • Relating to Customers;
  • Strong written and verbal communication skills;
  • Customer focus;
  • Results-driven and reliable;
  • Quality orientation; and
  • Resilience.
  • Basic salary + commission

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