Broker Business Development Consultant (Cape Town)
Join TIH, home to some of South Africa’s leading financial service providers, and grow your career while being part of an organisation with purpose.
Job Purpose
Build, maintain and enhance relationships with new and existing External Partners and leverage their partner relationships to deliver end-to-end business results to ensure optimal business development.
Responsibilities
- Broker Relationships Development: Execute on the Broker sales strategy to achieve targeted financial results by developing and implementing a Broker contact plan to communicate product launches and engage potential Brokers in relevant sales campaigns to build new relationships. Act as the first point of contact for Broker queries and complaints, resolving these and referring complex issues to senior managers to ensure an appropriate and speedy response.
- Broker Customer Service: Provide quality service to Brokers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing with complex queries, and investigating and resolving customer problems. Manage the entire Broker's portfolio, including sales, leads, closing, cancellations, premium income, and claims ratios in line with business objectives and compliance requirements. Ensure Brokers are continuously updated with training, products, and processes across TIH's entire value chain to drive sales and ensure adherence to business and statutory requirements. Deliver on TCF principles in alignment with regulatory requirements.
- Broker Needs/Experience Research: Contribute to understanding Broker segments, trends, needs, and expectations by reporting and providing feedback on client interactions. Assess possible constraints for Brokers and provide ideas for improvement based on fact-based evidence to enhance growth and deal-making opportunities.
- Performance Management: Deliver new business development sales targets and ensure quarterly targets are met. Provide guidance to Brokers/External Partners to ensure sales targets are met and monitor each Broker's monthly performance by providing them with their portfolio performance stats.
- Data Collection & Reporting: Produce accurate reports by collecting data using pre-set tools and methods, generating daily, weekly, and monthly tracking reports on respective activities.
- Network of Influence: Participate actively in developing and nurturing networks and relationships internally and externally by attending necessary industry functions.
- Personal Capability Building: Develop own capabilities by participating in assessment and development planning activities, as well as formal and informal training and coaching; maintain understanding of relevant technology, competitors, external regulation, and industry best practices through ongoing education and attending events.
- Operational Compliance: Develop knowledge of the organisation's policies and procedures and relevant regulatory codes to ensure adherence. Manage and mitigate risks by ensuring sound business practices and controls are implemented and adhered to within the panel of Brokers/External Partners.
Education
Grade 12/SAQA Accredited Equivalent (Essential); Regulatory Examination and relevant short-term personal lines and business qualifications (e.g., Business Insurance) (Essential); All relevant FAIS requirements (Essential); Relevant CPD accreditation (Essential); B.Com/Higher Diploma or equivalent business-related qualification (Advantageous).
Experience
3-5 years experience in Broker Account Management environment (Essential); Experience in Financial Services industry (Essential); Experience in Key Account Management (Advantageous); 3 or more years experience in managing a Key Account Management Team (Essential).
Think you have what it takes to be part of an unstoppable team who constantly finds better ways to give peace of mind? Don't wait, apply now.
Telesure Investment Holdings
Our Work Experience is the combination of everything that’s unique about our culture, our core values, our company meetings, our commitment to success, our recognition programs, but most importantly, it’s our people. Our employees are self-disciplined, hardworking, curious, trustworthy, humble, and truthful. They make choices according to what is best for the team, they live for opportunities to collaborate and make a difference, and they make us the #1 Top Workplace in our area.
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