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Broker Consultant (Boland)

Broker Consultant (Boland)

PPSStellenbosch, ZA
7 days ago
Job description

Job title : Broker Consultant (Boland)

Job Location : Western Cape, Stellenbosch

Deadline : October 22, 2025

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    • Qualification :
  • Matric.
  • A three year or higher bachelor’s degree or national diploma.
  • A completed NQF 5 – Wealth Management or RFP 3 would be advantageous.

Experience :

  • At least 2 years’ experience in the financial services or Life Assurance industry in a sales and / or service related role.

    • Duties and Responsibilities

  • To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and other relevant supporting information.
  • Constant communication and feedback to advisers relating to all aspects of intermediaries operations.
  • To plan, organise and control liaisons with intermediaries, their managers.
  • To ensure continuous improvement of service standards to clients.
  • To ensure alignment to Treating Customers Fairly (TCF), in all business practices.
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    Broker Consultant • Stellenbosch, ZA