Broker Consultant - Johannesburg North

Job title : Broker Consultant - Johannesburg North
Job Location : Gauteng, Johannesburg

Deadline : December 22, 2024

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Minimum Requirements Formal Qualifications: Matric (Grade 12). A three year or higher Bachelor's degree or National Diploma. A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.
Experience and Knowledge: At least 2 years' experience in the Financial Services or Life Assurance industry in a sales and/or service-related role. 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
Duties and 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 Advisors relating to all aspects of intermediary operations Plan, organise and control liaisons with intermediaries, their managers Ensure continuous improvement of service standards to clients Ensure alignment to Treating Customers Fairly (TCF), in all business practices

Accounting / Financial Services  jobs