Role Overview Support the generation and maintenance of new revenue streams across the banking product suite by assisting in the origination and structuring of moderately complex, medium‑value deals within the assigned sector or product area. Contribute to profitability, market share, and competitive positioning by executing deal‑related activities, collaborating with internal stakeholders, and ensuring alignment with strategic objectives and compliance standards. Responsibilities Assist in the origination and structuring of moderately complex, medium‑value deals within the assigned sector or product area. Support the generation and maintenance of new revenue streams across the banking product suite. Own growth in complex Employee Benefit (EB) opportunities across top‑tier brokers and strategic IFAs, including solution design beyond standard templates and origination of abstract/structured deals. Deliver API growth exceeding R30 million annually. Develop non‑standard, bespoke Employee Benefit proposals for IFAs to consider FirstRand Invest and Insure solutions. Manage Tier‑1 brokers and national aggregators. Manage a large client base, ensuring attention to detail and execution of service commitments. Develop relationships with bankers and key stakeholders to drive deal acceptance by the client. Build a pipeline of RMB corporate clients that will consider solutions at their next market rebroke together with their IFA. Lead pricing strategy within mandate and negotiate commercial terms. Work with product houses to offer pricing insights and set standards on how different IFA houses are dealt with. Deliver advanced PST and thought leadership. Drive conversations with IFAs to consider ideas that may lead to further product development for FirstRand. Manage a large pipeline and strategic book of business. Provide deep insights into contract performance and ensure SLAs are upheld across service areas. Mentor junior consultants and develop them through insights into deal mechanics. Lead cross‑functional deal teams, managing work streams and deliverables to meet client objectives. Uphold advanced compliance practices and ensure compliance and the strictest ethical standards are upheld at every stage of the deal‑making cycle. Targets: API R30 million annually; Retention ≥93%–95%. Qualifications NQF7 required or a relevant degree. CFP advantageous. FAIS Fit & Proper certification. 10+ years in EB distribution. Strong abstract solutioning and negotiation skills. Track record exceeding large API and AUM/Pension targets. Benefits & Working Environment Opportunities to network and collaborate with a diverse talent pool. A challenging yet growth‑enabling environment. Opportunities to innovate across banking and financial services. Equal Opportunity Statement All appointments will be made in line with FirstRand Group’s Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. Candidates may disclose disability information on a voluntary basis. This information will be kept confidential unless required by law to disclose. #J-18808-Ljbffr
Broker Consultant
FIRSTRAND LIFE ASSURANCE LTD
sandton, sandton
Published 3 days ago
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