Broker Consultant - Mthatha
Financial Services, Insurance
Minimum Requirements
- Grade 12/NQF 4 equivalent qualification.
- FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits).
- FAIS Representative Regulatory Exam Level 5 passed (desirable).
- Class of Business 3 and 7 (investments and long-term insurance).
- Valid driver's license and own transport.
- At least 2 years’ Experience as a Broker Consultant.
- Product knowledge and competitor intelligence.
- Proficient in English with the ability to speak multiple languages with some African languages (preferred).
- in the Mass Market and Stop Order industry.
- Must have a healthy network of FSPs.
- with FAIS Tier 1 long term insurance and pension products.
- Develop and implement marketing plans that will outperform competitor strategies.
- Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
- Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
- Partner with and identify the needs of brokers and provide the necessary support.
- Negotiate with intermediaries regarding the level of business and servicing Responsibilities Develop and implement marketing plans that will outperform competitor strategies.
- Negotiate with intermediaries regarding the level of business and servicing
- as a Broker Consultant.
Responsibilities
- Develop and implement marketing plans that will outperform competitor strategies.
- Continuously analyze competitor strategies and ensure knowledge is current on competitor activity, new products and services.
- Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of in-house products.
- Partner with and identify the needs of brokers and provide the necessary support.
- Negotiate with intermediaries regarding the level of business and servicing Responsibilities Develop and implement marketing plans that will outperform competitor strategies.
- Negotiate with intermediaries regarding the level of business and servicing
