Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us
Imagine a world where people live healthier, more enhanced and protected lives… A world in which each organisation is a powerful influencer and responsible corporate citizen, committed to being a force for social good. As a leading innovator in healthcare, wellness, insurance, investments, financial and life planning, Discovery works ceaselessly to…
Read more about this company
Business Consultant – Mpumalanga
Key Purpose
- Increase the sales of the product range through building relationships, superior client service and technical knowledge
Areas of responsibility may include but not limited to
- Increase the sales of the product range through building relationships, superior client service and technical knowledge.
- 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 advisor.
- Dealing with queries and providing information on a range of sales and service issues.
- Liasing with internal departments on processing issues.
- Building relationships with internal departments to ensure superior service is offering to clients.
- Keeping up-to-date with competitor product and service offering and industry developments..
- Participating in proactive sales and marketing initiatives
Key Responsibilities
- Developing and maintaining broker relationships
- Review new business pipeline, follow-up and tracking
- Issuing of quotations
- Dealing with queries and providing information on a range of sales and service issues
- Liasing 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
Personal Attributes and skills
- Own insured transport, cellphone and drivers license
- Willingness to undertake business travel across South Africa
- Assertiveness
- Self-confidence
- Honest and ethical
- Resilience
- Perseverance
- Able to manage stressful situations
- Results driven
- Ability to work independently without supervision
- Self-Disciplined
- Able to influence and negotiate
- Persuasive
- Able to manage stress and stressful situations
- Results driven
- Ability to work independently without supervision
- Self-Discipline
- Able to influence and negotiate
- Persuasive
- Build strong relationships
- Use own initiative
- Decisivenes
Education and Experience
- NQF5 in Wealth Management of Financial Planning
- RE5 (Advantageous)
- Knowledge of underwriting process
- Broker consulting experience in the financial services industry
- An understanding of financial planning
- Knowledge of MS Office Suite
Method of Application
Build your CV for free. Download in different templates.
