Broker Consultant - Umhlanga

Recruiter:

HR Genie

Job Ref:

Fed29

Date posted:

Thursday, December 4, 2025

Location:

Umhlanga Ridge, South Africa

Salary:

Market related

SUMMARY:
Investment Consultant

POSITION INFO:

Summary:

As a Broker Consultant your primary responsibility will be to identify and onboard new brokers, educate them about the company's products and enhancements, and drive sales to meet specified targets. This role requires exceptional networking skills, a deep understanding of financial products, and a strong sales-oriented approach. You will be instrumental in expanding the company’s broker network, promoting its financial products, and ensuring sales goals are met, contributing to the growth and success of the organisation.

What to Expect:

Identify potential broker partners through market research and networking
Initiate and nurture relationships with prospective brokers
Maintain a comprehensive understanding of the company's financial products and enhancements, gathering feedback from brokers for product development and enhancements
Develop and maintain strong partnerships with brokers, identify sales opportunities and develop tailored solutions
Keep brokers informed about new product launches and updates and provide training and support on product features and benefits
Set sales targets and develop strategies to achieve them
Stay updated on industry trends, market conditions, and competitor offerings
Prepare and submit regular reports on sales activities, progress, and market insights

What You'll Bring:

Qualifications

Bachelor's degree in finance, economics, business, or a related field preferable
RE 5

Experience and Skills

Fluent in isiZulu and English
Proven experience in sales, preferably in the financial services industry
In-depth knowledge of financial products, market trends, and regulatory requirements in South Africa
Excellent communication and interpersonal skills
Strong negotiation and presentation abilities
Results-driven with a track record of meeting or exceeding sales targetsSelf-motivated and able to work both independently and collaboratively

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