Job Description - Business Consultant - Mpumalanga



Key Purpose of the role


 


Increase the sales of the product range by building relationships, maintaining superior client service backed by sound technical knowledge


 


 


Key Responsibilities


 


- Developing and maintaining broker relationships


- Reviewing the new business pipeline, following up, and tracking


- Issuing of quotations


- Technical training of & ongoing product support to financial advisors


- Dealing with queries & providing information on a range of sales and service issues


- Liaising with internal departments to ensure superior service is offered to clients


- Keeping up to date with competitor product and service offering & industry developments


- Participating in proactive sales & marketing initiatives


 


 


Key Requirements


 


- Own insured transport, cell phone and drivers license


- Willingness to undertake business travel across South Africa


 


 


Competencies


 


- Assertiveness


- Self-confidence


- Honest and ethical


- Resilience


- Perseverance


- Able to manage stressful situations


- Results driven


- Ability to work independently without supervision


- Self-Disciplined


- Persuasive


- Results driven


- Build strong relationships


- Use own initiative


- Decisiveness


 


 


 


Qualifications and Experience:


 


Minimum


 


- NQF5 in Wealth Management of Financial Planning


- RE5


 


Advantageous:


 


- Business degree


- Sound medical aid knowledge


- Knowledge of underwriting process


- Broker consulting experience in the financial services industry


- An understanding of financial planning


- Knowledge of MS Office Suite


EMPLOYMENT EQUITY   

                             

The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.


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About the Company

Medical Aid, Bank, Insurance, Invest

Discovery offers award-winning products - Medical Aid Administration, Car and Life Insurance, Bank Accounts and Investments, all with Vitality rewards.

Read more about the company

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