Broker Consultant
FNB South AfricaPort Elizabeth, ZA1 day ago
Job descriptionTo drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives, and ensure delivery of the portfolio’s key objectives. Critical outputs of the role is to identify leads, support campaigns and build relationships within assigned regions. To drive the growth of the Investment and Insurance business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives and ensure delivery of the portfolio’s key objectives. Critical outputs of the role is to identify leads, support campaigns and build relationships within assigned regions. This role will be based in Port Elizabeth Provide first line support on escalations that are outside of turnaround time. Manage all segment leadership requests. Report on all Challenges within regions and manage expectations. Manage the full process related engagement from submission of quote to completion. Proactively support lead usage, assisting with seeking opportunities through adviser tools. Drive campaign management in region on all newly launched campaigns, launch, track and keep momentum going. Track and contribute to the attainment of the monthly budget, reporting on progress, as well as deriving strategies on how to close gaps in achieving targets. Analyse and develop implementation plan against the forecasted financial budget. Develop tactical budget for area of responsibility that minimize expenditure and manage costs. Build relationships that allow for the managing of expectations; the sharing of knowledge and diverse insights; and the creation of buy-in. Contribute to sustaining a competitive edge through upskilling and coaching frontline advisors on how to effectively upsell clients. Develop and implement practices which build service delivery excellence and implements efficiency models. Model and coach behaviors that build rewarding relationships, encourage innovations and allow others to provide exceptional customer service. Maintain expert knowledge on relevant legislative amendments, industry best practices and provide of advice to relevant stakeholders. Provide input into, and implement, corporate governance, compliance, integrity and ethics policies in are of accountability to identify and manage risk exposure. Participate in relevant management forums where required and cascades relevant information through team. Identify opportunities across the business by grouping similar projects to enable the re-use of similar enterprise capabilities to improve efficiencies and manage duplication BCom Degree or Related Qualification Investment and Long-Term Insurance experience 3-5 Years in a Broker Consultant Role CFP would be preferable Experience working on a platform eg : LISP- Linked Investment Service Provider Insurance jobs
Job title : Broker Consultant
Job Location : Eastern Cape, Port Elizabeth
Deadline : November 30, 2025
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Broker Consultant • Port Elizabeth, ZA
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