Job title : Specialist: Broker Consultant
Job Location : KwaZulu-Natal, Durban
Deadline : December 21, 2024
Quick Recommended Links
Jobs by Location
Job by industries
Purpose
To provide advice & support to brokers & IFA's that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.
Minimum Experience
2 - 3 years experience in a similar environment
Minimum Qualifications
Bachelors Degree and Professional Qualifications (Level TBA: Pre-2009 was L5) in Finance Economics and Accounting
Additional Minimum Qualifications
Outputs
Process
Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
Ensures that underwriting practice and rules are fully understood and appreciated.
Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
Plan for own task execution and advises on improvements related to area of specialisation.
Accounting / Financial Services jobs