Financial Advisor Liaison Consultant

Broker Consultant Position

Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers.

Duties & Responsibilities

1. Developing and maintaining broker relationships
2. Review New business pipeline, follow-up and tracking
3. Issuing of quotations
4. Technical training of and ongoing product support to Financial Advisors
5. Dealing with queries and providing information on a range of sales and service issues
6. Liaising with internal departments on processing issues
7. Building relationships with internal departments to ensure superior service is offered to clients
8. Keeping up-to-date with competitor product and service offering and industry developments
9. Participating in proactive sales and marketing initiatives

Desired Experience & Qualification

• Minimum: 3 years Broker Consulting experience with a proven track record
• Insurance qualifications (NQF5 Financial planning or Wealth Management)
• RE exam
• Own transport
• Valid driver's license

Package & Remuneration

Basic + Commission

PLEASE NOTE: Only candidates with suitable qualifications and experience will be contacted.

DK Consulting

Debbie Kotzen

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