Business Consultant – Life Assurance Intermediaries

About the role

The Business Consultant will grow and manage a network of Life Assurance intermediaries in Gauteng through strategic business development and relationship management. The role focuses on building collaborative partnerships that drive long‑term growth, engagement and compliance with Treating Customers Fairly principles.

Key responsibilities

• Recruit and onboard a panel of brokers to support the glu risk business.
• Facilitate training, accreditation and vesting of brokers on glu and PPS products.
• Conduct market research and execute strategic business plans.
• Serve as product specialist and train PPS staff on glu products and processes.
• Deliver presentations at worksites, Technicon and university campuses.
• Co‑manage a portfolio of PPS internal intermediaries until fully vested.
• Collaborate with PPS subsidiaries to generate and convert leads.
• Provide sales support by preparing quotes, benefit statements and related documentation.
• Maintain consistent communication with advisers and manage engagements with intermediaries.
• Drive continuous improvement in client service standards and ensure compliance with TCF principles.

Required profile

• LLB or Bachelor’s degree in Marketing or a related field.
• Certified Financial Planner (CFP) certification preferred.
• Minimum 5 years of experience in financial services or Life Assurance sales.
• Strong ability to influence and persuade by linking individual needs to business goals.
• Competencies: effective communication, business acumen, client focus, relationship building, strategic orientation, results orientation, planning and organising, ethics and integrity.

Required skills

• Proficiency with the MS Office package.
• Sales negotiation skills.