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Broker Consultant (Durban) needed at PPS

Durban, KwaZulu-Natal Full Time Accounting / Financial Services

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Job title : Broker Consultant (Durban)

Job Location : KwaZulu-Natal, Durban

Deadline : December 22, 2024

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Qualifications:

  • 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

Broker Consultant:

  • 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.

Key Responsibilities:

  • Relating to Customers
  • Communicating in writing
  • Communicating Orally
  • Quality Orientated
  • Reliable
  • Customer Focused
  • Resilient

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply Now

  • Accounting / Financial Services  jobs
  • This job has expired!