Legal Insurance Broker Consultant

About the role

An experienced, proactive and results-driven Legal Insurance Broker Consultant is sought to build, maintain and strengthen partnerships with external brokers and distribution channels. The role drives sales, enhances partner performance and supports the end-to-end business development cycle to grow the client's Legal Insurance product portfolio.

Key responsibilities

• Build strong working relationships with brokers to maximise product penetration and sales performance.
• Hold regular broker engagement sessions by telephone, virtually and in person, and act as the main contact for queries, escalations and complaints.
• Identify new broker acquisition opportunities and expand existing broker books.
• Drive partner activation, product training and sales capability to meet targets such as net growth, conversion rates and business quality.
• Handle the administration of Legal Insurance applications, including capture, workflow tracking and issue resolution.
• Help brokers with policy, system, underwriting and process queries, keeping service delivery efficient and accurate.
• Plan monthly schedules for partner visits, training and follow-ups, and manage personal workflows with internal support teams.
• Monitor broker metrics, track persistency so lapse and NTU ratios stay within acceptable limits, and run root-cause analyses on underperforming portfolios.
• Produce daily, weekly and monthly performance reports and identify market and portfolio trends.
• Ensure all activities comply with FAIS, TCF, POPIA and internal governance, and stay up to date with industry regulations.

Required profile

• Grade 12 / Matric (essential).
• Relevant FAIS accreditation (e.g. RE5 or equivalent).
• 3 to 4 years of proven experience in sales, distribution or broker consulting within Short-Term or Legal Insurance.
• Direct experience in Legal Insurance product sales or with legal service solutions.
• Background in banking, financial services, insurance or corporate business; experience with broker admin houses or external distribution networks.
• Project management exposure, strong relationship building, excellent verbal and written communication, and ability to work under pressure.

Required skills

• Proficiency in Microsoft Office (Word, Excel, PowerPoint)
• Sales, negotiation and decision-making aptitude
• Analytical thinking with attention to detail

To apply, use the online application form provided in the original posting.