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Broker Consultant

Platinum TalentCape Town, Western Cape, South Africa

5 days ago

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

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

Education

Role Purpose Broker Consultant Build and manage relationships with financial advisers and brokerages Drive long-term insurance product distribution Support advisers with onboarding, sales enablement, and training Deliver outstanding adviser and client experiences Key Responsibilities Sales & Relationship Management Acquire and grow IFA / broker relationships Plan, quote, and assist in closing new business Identify new intermediary opportunities Adviser Enablement & Support

Key Skills

Commercial Property Paralegal,Cathodic,Graphic Designing,Logistics & Administration,Cooking

Employment Type : Full Time

Experience : years

Vacancy : 1

Monthly Salary Salary : 20000 - 20000

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Broker Consultant • Cape Town, Western Cape, South Africa