Broker Consultant / Western Cape - George - South Africa
Job discripiton: Recruit, maintain and develop brokers and achieve set targets Main Outputs and Responsibilities 1. Develop and maintain sales and marketing plan • Review progress and compile report on prassogress 2. Recruit Brokers • Grow distribution channel by sourcing and selecting appropriate brokers • Prepare and present appropriate documentation from Brokers for the CCC 3. Provide support to brokers • Ensure brokers are equipped with sufficient documentation • Handle administration queries on behalf of brokers • Check business methods of dedicated brokers and advise accordingly • Update brokers on company products and services regularly • Ensure computer software of brokers are up to date in respect of company products and services • Build professional business relationships with brokers 4. Offer training to brokers and their sub-agents • Facilitate product training • Facilitate any other form of training that will enhance the broker’s production • Keep record of training interventions • Forward all relevant training info to Head Office 5. Identity and develop new and current markets • Identify and develop new markets • Negotiate stop order markets • Maintain contacts with key decision makers and insurance industry resources (new and existing) • Retain and increase market share in existing markets • Manage the business retention • Conduct products presentations in the market 6. Maintain production targets and retain business • Identify and develop new markets • Ensure and monitor set production targets are achieved • Maintain business retention Must have: • 2 years Project Management • 2 years’ experience in the Long-Term Insurance industry • Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits • 1 year’s management experience in the insurance industry Matric Relevant qualification RE 1 and RE 5 Class of Business certificates (Long term insurance, investments, pension fund) CPD certificates Clear criminal record, clear ITC, clear fraud Excellent track record Contactable references
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