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Broker Consultant

Broker Consultant

Platinum TalentClaremont, WC, za
30+ days ago
Job type
  • Quick Apply
Job description

Job Description

Company Overview

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 individuals, employees, and domestic workers.

As part of their national expansion, they are seeking dynamic Broker Consultants to drive growth through adviser partnerships and market engagement.

Bilingual fluency in English and Afrikaans is essential.

Role Purpose

The Broker Consultant is responsible for building strong relationships with financial advisers and driving the distribution of long-term insurance products.

You will play a key role in enabling adviser success through strategic sales support, onboarding, and training while ensuring a consistently excellent client experience.

Key Responsibilities

Sales & Relationship Management

  • Build and maintain strong relationships with independent financial advisers and brokerage firms.
  • Drive business development by identifying and onboarding new intermediaries.
  • Support advisers in planning, quoting, and converting leads to new business.

Adviser Enablement & Support

  • Provide tools and resources to help advisers succeed, including product training and benefit presentations.
  • Deliver product updates and refresher sessions to ensure advisers remain confident and knowledgeable.
  • Market Strategy & Development

  • Execute sales strategies aligned with business goals and revenue targets.
  • Monitor market trends and feedback to refine offerings and improve the adviser journey.
  • Requirements

    Category

    Requirements

    Language proficiency

    English and Afrikaans is essential.

    Education

    RE5 (MUST HAVE), NQF5 or higher in Financial Planning preferred

    Experience

    Minimum 5 years in long-term insurance, ideally in a broker consultant or IFA role

    Tech Proficiency

    CRM systems, Microsoft Office Suite, and virtual meeting tools

    Other Requirements

    Valid driver’s license and reliable transport; flexibility to travel

    Core Competencies

  • Strong communication and presentation skills
  • Tech-savvy with the ability to work independently
  • Goal-oriented with a results-driven approach
  • Excellent interpersonal and negotiation capabilities
  • High level of integrity and accountability
  • Benefits

  • Competitive market-related salary
  • Uncapped commission structure
  • Comprehensive employee benefits (Life, Disability, Funeral)
  • Employee Wellness Programme
  • 20 days annual leave plus maternity, paternity, and study leave
  • Professional development in a purpose-led, innovation-driven environment
  • Requirements

    Minimum Requirements

  • Language : English and Afrikaans (both essential)
  • Qualifications : RE5 (compulsory); NQF5+ in Financial Planning preferred
  • Experience : 5+ years in long-term insurance (Broker Consultant / IFA role)
  • Tech : Proficient in CRM, Microsoft Office, virtual platforms
  • Other : Valid driver's license, reliable transport, travel-ready
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    Broker Consultant • Claremont, WC, za

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