Business Consultant (Port Elizabeth)

Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.

Responsible to work with and through others to build and maintain relationships.

• Matric
• A three years national diploma/NQF 5 related qualification
• CFP/LLB/Marketing degree would be advantageous

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role with a proven track record.

• Intermediate knowledge of the Life Assurance or Financial Services Industry.
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals is essential.
• MS Office package, particularly Internet, Outlook and Excel.

• Recruit a panel of brokers that will support Gemini risk business
• Train/accredit and vest the panel on Gemini and PPS products and systems
• Do market research and implement business plans
• Be the product specialists and assist to train PPS staff on Gemini products and processes
• Do worksite presentations
• Do student/ Lecturer presentations on Technicon and University campuses
• Co-manage a portfolio of PPS Internal Intermediaries until vested
• Recruit new Gemini focussed agents
• Work closely with subsidiaries (PPSI and STI) to generate leads
• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
• Constant communication and feedback to advisers relating to all aspects of the intermediaries' operations
• To plan, organise and control liaisons with intermediaries and their managers
• To ensure continuous improvement of service standards to clients
• To ensure alignment to treating customers fairly (TCF) in all business practices.

• Sales negotiation skills
• Strong communication skills
• Customer Focused
• Resilient
• Results Driven
• Relationship building skills
• Presentation skills
• Time management skills

We are committed to Employment Equity, which includes persons living with disabilities, when recruiting both internally and externally. It is company policy to promote from within wherever possible. Therefore, please be aware that internal candidates will be considered first before reviewing external applicants, provided that this supports the achievement of our Employment Equity goals. Based on the nature of our business, honesty and integrity are essential qualities for all positions.