Broker Consultant - South Africa
Main Propose To recruit, maintain and develop brokers and achieve set targets Main Outputs and Responsibilities 1. Develop and maintain sales and marketing plan • Develop and implement an integrated sales & marketing plan • Review progress and compile report on progress made2. Recruit Brokers• Grow distribution channel by sourcing and selecting appropriate brokers• Prepare and present appropriate documentation of Brokers for the CCC3. Provide support to brokers• Ensure brokers are equipped with sufficient documentation e.g. application forms• Handle administration queries on behalf of dedicated brokers• Check business methods of dedicated brokers and advise accordingly• Update brokers on Assupol products and services regularly• Ensure computer software of brokers are up to date in respect of Assupol products and services• Build professional business relationships with brokers4. 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 Office5. 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 retentionRequirements Knowledge and SkillsFormal Education• Matric • Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA) Technical/Legal Certification• Regulatory Examination Level 1: Representatives • Regulatory Examination Level 1: Key Individual (Advantage) Experience• 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 COMPETENCIESKNOWLEDGELife Industry Legislation FAIS, NCA, FSCA, LTIAFinancial Management Products https://protool.gumtree.co.za/external-link-browser.html?urlaHR0cHM6Ly93d3cuZGl0dG8uam9icy9qb2IvZ3VtdHJlZS8xNjkyNjI5OTUwP3NvdXJjZT1ndW10cmVl&jid1424271&xid1692629950
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