This job offer is not available in your country.

Broker Consultant

FNB South AfricaCape Town, ZA

13 days ago

Job description

Job title : Broker Consultant

Job Location : Western Cape, Cape Town

Deadline : October 31, 2025

Quick Recommended Links

Jobs by Location
Job by industries

Job Description

To 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 Cape Town

Are you someone who can :

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 minimise 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 behaviours 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

You will be an ideal candidate if you :

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

You will have access to :

Opportunities to network and collaborate

A challenging working environment that is progressive and agile

Opportunities to innovate where initiative is taken and owned end to end

We can be a match if you are :

Adaptable and curious

Attention to detail

Thrive in a collaborative environment

Deadline driven

Able to handle a pressurized environment

End Date : October 11, 2025

Insurance jobs

Create a job alert for this search

Broker Consultant • Cape Town, ZA

Related jobs

Broker Consultant

Platinum TalentClaremont, WC, za

Quick Apply

Platinum Talent is recruiting on behalf of a leading financial services provider in South Africa.This organization offers innovative, flexible, and high-value insurance products tailored to individ...Show moreLast updated: 30+ days ago

Promoted

Commercial Broker

Dina Gates Recruitment (Pty) LtdCape Town, South Africa

Northpoint Realty Group is seeking dynamic and driven Commercial Brokers in Real Estate to join our dynamic team.If you are a Commercial Broker or Residential Real Estate Agents with a.Commission f...Show moreLast updated: 30+ days ago

Promoted

Broker Agents / Advisors

Structured Wealth SolutionsCape Town, Western Cape, South Africa

Sanlam Sky Broker Division (Structured Wealth Solutions) is looking for Broker Agents / Advisors.Attractive Commission Structure (to be discussed). Previous sales experience is advantageous (within ...Show moreLast updated: 2 days ago

Deal Originator

VirtuHireCape Town City Centre, Western Cape, ZA

Remote

Quick Apply

A leading London-based firm is seeking a talented and motivated Deal Originator with proven experience working over the phone to join their dynamic team. Enthusiastic and target driven, th...Show moreLast updated: 30+ days ago

Promoted

Acquisitions Representative

Trusty House BuyersWorkFromHome, Western Cape, South Africa

This is a remote role based in South Africa, focused on converting inbound leads into signed contracts.We will need to be sent a video introduction for applicants to be considered, this can be done...Show moreLast updated: 30+ days ago

Promoted

Broker Consultant | Century City

The Recruitment CouncilMilnerton, Western Cape, South Africa

Join our client a leading Financial Services Giant as a Broker Consultant.As a Business Consultant the successful candidate will be responsible for building and maintaining the relationship between...Show moreLast updated: 14 days ago

Promoted

Broker Consultant

Hollard InsuranceCape Town, ZA

Job Location : Western Cape, Cape Town.To develop and maintain strong, effective relationships with brokers in order to attract and grow a profitable portfolio, ensuring a deep understanding of bro...Show moreLast updated: 12 days ago

Promoted

Broker Agents / Advisors

STRUCTURED WEALTH SOLUTIONS (PTY)LTDCape Town, Western Cape, South Africa

We Are Hiring – Join Our Team Sanlam Sky Broker Division (Structured Wealth Solutions) is looking for : Broker Agents / Advisors What We Offer : Attractive Commission Structure (to be discussed) ...Show moreLast updated: 9 days ago

Promoted

Accounts Manager Market Related

Microchem Specialized Lab ServBellville, Western Cape, South Africa

Microchem Specialized Lab Services seeks to recruit a Food Technologist with a clear criminal record and a valid driver's license for our Bellvile and Benoni labs. This position entails the followin...Show moreLast updated: 30+ days ago

Promoted

Wealth Advisor | Cape Town

The Recruitment CouncilCape Town, Western Cape, South Africa

A reputable Financial Advisory Services firm is seeking a Senior Wealth Advisor to build and manage a portfolio of high-net-worth clients. This role requires a combination of financial expertise, re...Show moreLast updated: 30+ days ago

Promoted

Branch Manager

Greys PersonnelMilnerton, South Africa

Montague Gardens, Cape Town, Western Cape.Grade 12 / National Senior Certificate (minimum).Minimum 5 years experience in the lifting or industrial equipment industry and / or proven managerial experi...Show moreLast updated: 20 days ago

Promoted

Manager : Private Clients

CA Financial AppointmentsCentury City, South Africa

A leading professional services firm is seeking a skilled and client-focused.This role is ideal for a qualified professional who thrives on relationship management, strategic thinking, and deliveri...Show moreLast updated: 30+ days ago

Promoted

Broker Consultant

The Recruitment Councilcape town, Western Cape, South Africa

Elevate Your Insurance Career Become a Dynamic Broker Consultant.Salary : R300 000 R420 000 per annum.A leading recruitment agency is representing a forward-thinking financial services firm seekin...Show moreLast updated: 30+ days ago

Promoted

Broker Consultant - Western Cape

MetropolitanCape Town, ZA

Job title : Broker Consultant - Western Cape.Job Location : Western Cape, Cape Town.Role Purpose .Attract, engage and retain profitable new business from brokers within the target...Show moreLast updated: 27 days ago

Promoted

Broker Consultant | Cape Town

The Recruitment CouncilCape Town, South Africa

Salary : R 300 000 - R 420 000 Per Annum.Are you a passionate Broker Consultant looking to make a significant impact in the financial services industry? An esteemed financial services company partn...Show moreLast updated: 30+ days ago

Promoted

Senior Sales Administrator

Persona StaffStellenbosch, South Africa

Handle all inbound sales queries and orders.Assist customers face-to-face, over the phone, and via email.Verify orders, including customer details and payment information.Capture data into our inte...Show moreLast updated: 19 days ago

Promoted

Trader | Claremont

The Recruitment CouncilCape Town, Western Cape, South Africa

Join a dynamic investment team as a Trader, where precision and efficiency meet strategic execution.This role is ideal for a detail-oriented professional who thrives under pressure and is passionat...Show moreLast updated: 30+ days ago

Promoted

Salaried Wealth Advisor | Cape Town

The Recruitment CouncilCape Town, Western Cape, South Africa

Our client seeks a dynamic and experienced Wealth Advisor to manage and grow a portfolio of high-net-worth clients.This role involves comprehensive wealth planning, strong client relationship manag...Show moreLast updated: 30+ days ago