Broker Consultant – George needed at PPS

Qualification:

• 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.

Knowledge:

• 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.

Interpersonal and Intrapersonal Skills:

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

Duties and Responsibilities

• 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.