Broker Consultant

SUMMARY:
Ignite Your Career as a Dynamic Broker Consultant – Shape the Future of Financial Services!

POSITION INFO:

Ignite Your Career as a Dynamic Broker Consultant – Shape the Future of Financial Services

An innovative and forward-thinking financial services provider is looking for a motivated and client-focused Broker Consultant to join their team. This role goes beyond traditional sales – it''s an opportunity to become a trusted partner to independent financial advisers across the country, supporting their growth and delivering tailored client solutions.

Unlike the typical “product push” model, this company empowers Broker Consultants to build genuine, long-term relationships with advisers, helping them deliver maximum value to their clients. With advanced digital tools, strong internal support, and a progressive approach, this organisation is reshaping the way financial advice is delivered in South Africa.

Key Responsibilities:

• Build and maintain strong relationships with independent financial advisers

• Identify and pursue business development opportunities through analysis of adviser and client needs

• Prepare tailored quotes and provide strategic recommendations

• Deliver technical product training and support

• Assist advisers with product accreditations and present key selling points

• Handle technical product queries and manage objections professionally

• Promote innovative long-term insurance and investment product solutions

Performance Focus:

• Developing and maintaining adviser relationships

• Identifying and closing quality sales opportunities

• Providing excellent and proactive service

Ideal Candidate Profile:

• Honest, respectful, and professional

• Energetic with a positive, proactive approach

• Able to work well under pressure and adapt to changing circumstances

• Excellent at problem solving and analytical thinking

• Strong communicator with both verbal and written skills

• Passionate about relationship building and delivering value

• Tech-savvy and collaborative with a team-first attitude

• Driven to deliver outstanding service

Minimum Requirements:

• Matric (Grade 12) or NQF Level 4 equivalent qualification

• Experience in the financial services industry

• Proven knowledge of long-term insurance and investment products

• Track record in a similar sales or broker support role

• Valid driver’s license and own transport

• Proficiency with technology

• Strong communication skills in English (Afrikaans is an advantage)

• Contactable references