Duties & Responsibilities
• Developing and maintaining broker relationships
• Review New business pipeline, follow-up and tracking
• Issuing of quotations
• Technical training of and ongoing product support to Financial Advisors
• Dealing with queries and providing information on a range of sales and service issues
• Liaising with internal departments on processing issues
• Building relationships with internal departments to ensure superior service is offered to clients
• Keeping up-to-date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives
Desired Experience & Qualification
- Minimum: 3 years Broker Consulting experience with a proven track record;
- Insurance qualifications (NQF5 Financial planning or Wealth Management);
- RE exam;
- Own transport;
- Valid driver's license
Package & Remuneration
Basic + Commission
PLEASE NOTE: Only candidates with suitable qualifications and experience will be contacted
DK Consulting
Debbie Kotzen
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