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Business Consultant

Business Consultant

Discovery Consulting ServicesWes-Kaap, South Africa
19 days ago
Job description

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Boost product sales through relationship-building, outstanding service, and technical know-how.

Areas of responsibility may include but not limited to

All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

  • Developing and maintaining broker relationships
  • Review New business pipeline, follow-up and tracking
  • Assist with comparison quotes, proposals and new business quotes.
  • Technical training of and ongoing product support to Financial Advisors and support staff on all required platforms.
  • Monitoring and managing production figures, penetration, minimum criteria, rewards and recognition criteria.
  • Dealing with queries and providing information on a range of sales and service issues
  • Liaising with internal departments on processing issues
  • Building relationships with internal departments to ensure superior service is offered to clients.
  • General practice management
  • Keeping up to date with competitor product and service offering and industry
  • developments
  • Participating in proactive sales and marketing initiatives
  • Self-confidence
  • Honest and ethical
  • Resilience
  • Perseverance
  • Able to manage stress and stressful situations
  • Ability to work independently without supervision
  • Able to influence and negotiate
  • Build strong relationships
  • Use own initiative

Education and Experience

Education

  • Beneficial : NQF5 in Wealth Management or Financial Planning
  • RE5

    • Experience

  • 2 years in client facing Insurance industry experience.
  • Sound knowledge of Insurance products
  • Beneficial : Knowledge of underwriting processes
  • Broker consulting experience in an insurance company.
  • Beneficial : An understanding of Financial Planning
  • Knowledge of MS Office Suite

    • Other

  • Valid drivers license
  • Own insured transport
  • Smart Phone
  • Willingness to undertake business travel across South Africa

    • Seniority level

  • Mid-Senior level

    • Employment type

  • Full-time

    • Job function

  • Sales, Administrative, and Finance

    • Industries

  • Insurance Agencies and Brokerages and Financial Services

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    Consultant • Wes-Kaap, South Africa