Broker Consultant/Life Specialist (Cape Town North)
| Location | Cape Town, South Africa |
| Date Posted | April 17, 2021 |
| Category |
Consultancy
|
| Job Type |
Full-time
|
| Currency | ZAR |
Description
PPS Life Broker Services (LBS) has an opportunity for a service-driven professional with a strong need for financial independence to build our base of intermediaries. The role involves business development (sales) and relationship management within a base of Life Assurance Intermediaries that we are intending to grow. The LBS Life Specialist must work with and through others to build and maintain relationships. Working closely and accurately within established guidelines is essential in this role. The LBS Life Specialist must be aware of and responsive to the needs and concerns of customers.This is a target-driven sales role. Own reliable vehicle is essential.
Duties & Responsibilities
Key Responsibilities
- To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
- Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
- To plan, organise and control liaisons with intermediaries, their managers
- To ensure continuous improvement of service standards to clients.
- To ensure alignment to Treating Customers Fairly (TCF), in all business practices
- Training and accrediting of PPS Intermediaries on the PPS product
- Presenting of the PPS products to potential members
- Opening worksites in the professional market
- Work in collaboration with other PPS business units in order to increase cross sell opportunities
- Travelling out of time to service intermediaries in the outlying areas
Desired Experience & Qualification
Formal Qualifications
- Matric
- A three year bachelor’s degree or national diploma
- 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
- Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
- Knowledge in the PPS range of products
Package & Remuneration
Basic and commission remuneration structure