About the Role Our client, a leading financial services provider in South Africa, is looking for a dynamic and driven Broker Consultant to join their team. This role is ideal for a “pioneer” with a hunger for excellence and a talent for building lasting partner relationships to drive business growth. Key Responsibilities Relationship Management: Proactively source, on-board, and grow the client’s “share of wallet” within a panel of brokers and external partners. Sales Support: Enhance partner relationships through continuous motivational sales support and recognition. Customer Service: Act as the first point of contact to resolve broker queries and complaints while identifying opportunities for new business or retention. Performance Tracking: Monitor panel performance, including penetration and ensuring lapse/NTU ratios do not exceed 40%. Data & Insights: Collate and analyze data using the POL360 system to identify trends, opportunities, and risks. Reporting: Generate daily, weekly, and monthly reports on broker contacts and panel performance. Training & Compliance: Ensure partners are up to date with training, products, and processes to drive sales and meet statutory requirements. Operational Risk: Manage and mitigate reputational, legislative, and fraud risks by ensuring sound business practices within your panel. Qualifications and Requirements Education & Qualifications: Grade 12 / SAQA Accredited Equivalent is essential. A BCom or similar qualification is highly advantageous. Compliance with Financial Sector Conduct Authority (FSCA) requirements, including FAIS recognized qualifications and Regulatory Examinations (RE), according to your DOFA. Experience: 3–4 years of experience in sales and distribution within long-term insurance is essential. Experience in marketing or sales within banking, financial, or business services is an advantage. Technical Skills: Proficiency in MS Office, specifically for Excel trend analysis. Strong verbal and written communication skills to formulate plans and provide technical guidance. Ability to work independently to design monthly schedules and prioritize high-priority tasks. #J-18808-Ljbffr