Broker Consultant (Phuthaditjhaba)Assupol • ZA

Broker Consultant (Phuthaditjhaba)

Assupol • ZA

18 days ago

Job description

Job title : Broker Consultant (Phuthaditjhaba)

Job Location : Free State, Phuthaditjhaba

Deadline : December 07, 2025

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Main Propose

To recruit, maintain and develop brokers and achieve set targets

Main Outputs and Responsibilities

Develop and maintain sales and marketing plan

Develop and implement an integrated sales & marketing plan

Review progress and compile report on progress made

Recruit Brokers

Grow distribution channel by sourcing and selecting appropriate brokers

Prepare and present appropriate documentation of Brokers for the CCC

Provide support to brokers

Ensure brokers are equipped with sufficient documentation e.g. application forms

Handle administration queries on behalf of dedicated brokers

Check business methods of dedicated brokers and advise accordingly

Update brokers on Assupol products and services regularly

Ensure computer software of brokers are up to date in respect of Assupol products and services

Build professional business relationships with brokers

Offer training to brokers and their sub-agents

Facilitate product training

Facilitate any other form of training that will enhance the broker’s production

Keep record of training interventions

Forward all relevant training info to Head Office

Identity and develop new and current markets

Identify and develop new markets

Negotiate stop order markets

Maintain contacts with key decision makers and insurance industry resources (new and existing)

Retain and increase market share in existing markets

Manage the business retention

Conduct products presentations in the market

Maintain production targets and retain business

Identify and develop new markets

Ensure and monitor set production targets are achieved

Maintain business retention

Requirements

Knowledge and Skills

Formal Education

Matric

Diploma / Degree / Long Term Insurance qualification (a qualification that is recognised by the FSCA)

Technical / Legal Certification

Regulatory Examination Level 1 : Representatives

Regulatory Examination Level 1 : Key Individual (Advantage)

Experience

2 years Project Management

2 years’ experience in the Long-Term Insurance industry

Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits

1 year’s management experience in the insurance industry

COMPETENCIES

KNOWLEDGE

Life Industry

Legislation FAIS, NCA, FSCA, LTIA

Financial Management Products

SKILLS

Communication Verbal and written

Presentation

Research

Network

Facilitation

Coaching

Recruitment

Marketing

Report Writing

Planning and organising

ATTRIBUTES

Perseverance

People centric

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Broker Consultant • ZA

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