Business Consultant

Key PurposeBoost product sales through relationship-building, outstanding service, and technical know-how.Areas of responsibility may include but not limited toAll work must be done accurately, comprehensively and in-line with set quality standards and timelines.Developing and maintaining broker relationshipsReview New business pipeline, follow-up and trackingAssist with comparison quotes, proposals and new business quotes. Technical training of and ongoing product support to Financial Advisors and support staff on all required platforms. Monitoring and managing production figures, penetration, minimum criteria, rewards and recognition criteria.Dealing with queries and providing information on a range of sales and service issuesLiaising with internal departments on processing issuesBuilding relationships with internal departments to ensure superior service is offered to clients.General practice managementKeeping up to date with competitor product and service offering and industry developmentsParticipating in proactive sales and marketing initiativesCompetencies:AssertivenessSelf-confidenceHonest and ethicalResilience Perseverance Able to manage stress and stressful situationsResults drivenAbility to work independently without supervisionSelf -DisciplinedAble to influence and negotiatePersuasiveness Build strong relationshipsUse own initiativeDecisivenessEducation and ExperienceEducationMinimum: Business degreeBeneficial: NQF5 in Wealth Management or Financial PlanningRE5Experience2 years in client facing Insurance industry experience.Sound knowledge of Insurance productsBeneficial: Knowledge of underwriting processesBroker consulting experience in an insurance company.Beneficial: An understanding of Financial PlanningKnowledge of MS Office Suite OtherValid drivers licenseOwn insured transportSmart PhoneWillingness to undertake business travel across South Africa