Broker Consultant - Long-Term Insurance

About the role

Assupol Life is recruiting a permanent Broker Consultant in Burgersfort, Limpopo, South Africa. The main purpose is to recruit, maintain and develop brokers and achieve set targets. The position is mid-level and covers sales planning, broker recruitment and support, training, market development and production monitoring.

Key responsibilities

• Develop and implement an integrated sales and marketing plan, review progress and compile reports
• Sourcing and selecting brokers, preparing and presenting their documentation for the CCC, and keeping them supplied with documents such as application forms
• Handle administration queries on behalf of brokers, check their business methods and advise them, and update them regularly on Assupol products and services
• Keep broker software up to date and build professional business relationships with brokers
• Facilitate product and other training, keep records of training interventions and forward relevant information to Head Office
• Identify and develop new markets, negotiate stop order markets, maintain contacts with key decision makers and insurance industry resources, and conduct product presentations
• Monitor and ensure set production targets are met and manage business retention

Required profile

• Matric; a Diploma, Degree or Long-Term Insurance qualification recognised by the FSCA
• Regulatory Examination Level 1: Representatives and Level 1: Key Individual (Advantage)
• 2 years of project management experience and 2 years in the long-term insurance industry
• At least 1 year of advice and intermediary experience in categories A, B, C and retail benefits, and 1 year of management experience in insurance

Required skills

• Knowledge of life insurance, FAIS, NCA and FSCA legislation, and financial management products
• Verbal and written communication, presentation, research, networking, facilitation and coaching
• Recruitment, marketing, report writing, planning and organisation