Specialist: Broker Consultant needed at Liberty Group South Africa

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Administrator: Human Capital needed at Liberty Group South Africa
Talent and Resourcing Internship needed at Tsebo Solution

Liberty Group South Africa’s job vacancy, Career and Recruitment

Job title : Specialist: Broker Consultant jobs in Gauteng

Job Location : Gauteng, Johannesburg

Deadline : August 29, 2022

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Purpose

To provide advice & support to brokers & IFA’s that engenders their trust & support in selling Liberty business to their clients. Develop, maintain & grow business relationships to increase market share through execution of defined sales objectives.

Minimum Experience

  • 2 – 3 years experience in a similar environment

Minimum Qualifications

  • Bachelors Degree and Professional Qualifications [Level TBA: Pre-2009 was L5] in Finance Economics and Accounting

Process

  • Provide specialist advice and support in area of accountability to ensure that identified solutions and recommendations are appropriate and effective.
  • Ensure business retention through the application of various sales techniques such as rate negotiations, product comparisons and changing perceptions.
  • Provide product training in order to ensure the transfer of product knowledge, enabling appropriate recommendations to clients.
  • Ensures that underwriting practice and rules are fully understood and appreciated.
  • Resolves any new business and servicing obstacles and blockages to increase Broker/IFA satisfaction and positively influence service perception.
  • Accountable for the execution of specialised work including the improvement of quality, standards and outputs within defined work routines and operating procedures.
  • Proactively solves problems, determines root-cause and applies solutions in line with guidelines and providing the necessary information to solve problems related to area of specialisation.
  • Plan for own task execution and advises on improvements related to area of specialisation.

Customer

  • Provide sound consulting services and recommendations based on customer needs, current information and trends.
  • Informs, educates and up skill partners in sales and relationship mngt capabilities across the range of SBFC, products and services to ensure customers retention and increased sales revenue and growth.
  • Provides a basic competitor analysis that enables a better understanding of relative product value, features, advantages and benefits across the range of SBFC products.
  • Provides opportunity plans and insights to advisory partners on existing and new marketing opportunities across the range of SBFC products within and outside of existing client base.
  • Develops basic insights into client needs and solutions that enables trust and confidence in continued and productive direct support interactions with advisory partners.
  • Ensure own understanding and adherence to customer service delivery and Treating the Customer Fairly (TCF) principles to provide specialist support and guidance.

Finance

  • Adhere to specified standards, policies and procedures to prevent potential losses/wastage related to the area of specialisation.

Learning and Growth

  • Interact proactively with others for the purpose of continuous knowledge sharing; and integration of own new knowledge.
  • Contribute positively to own area-specific knowledge improvement associated with area of specialisation.

Governance

  • Comply to set governance and compliance procedures and processes related to an area of work and continuously identify, rectify and escalate risks where necessary.

Technical Competencies

  • Customer Understanding (Intermediate)
  • Sales life cycle management (Intermediate)
  • Research and Information Gathering (Basic)
  • Insurance principles and practice (Intermediate)
  • Reporting and Interpretation (Basic)
  • Developing sales (Intermediate)
  • Customer Advice (Technical) (Basic)
  • Insurance products and services (Intermediate)

Behavioural Competencies

  • Persuading and Influencing (Basic)
  • Professional/Technical learning (Basic)
  • Entrepreneurial and commercial thinking (Basic)
  • Interpersonal Effectiveness (Basic)
  • Problem Solving and Analysis (Basic)
  • Teamwork and Cooperation (Basic)
  • Communicating with Impact (Basic)
  • Relationship Management and Networking (Basic)
  • Customer Orientation (Basic)

How to Apply for this Offer

Interested and Qualified candidates should Click here to Apply online

Administrator: Human Capital needed at Liberty Group South Africa
Talent and Resourcing Internship needed at Tsebo Solution

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