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Job Title
Broker Consultant
Employment Type
Full Time
5 to 18 years
R20000 to R30000
Job Published
16 September 2022
Job Reference No.

Job Description

Urgently looking for A Insurance Broker/ Business Development Consultant 


The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients

Working Requirements and Knowledge

Class of Business training in Category 1 life and friendly societies.
• Product Specific training in Category 1 life and friendly societies.
• Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
• Excellent knowledge and understanding of insurance legislation.
• Computer Literacy (MS Office package).
• Valid driver’s license and own vehicle.
• Sound knowledge of long-term insurance or employee benefits products.
• Knowledge of underwriting processes.
• Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
• Broker consulting, trade unions, funeral parlours experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers within funeral group business.
• Proven Sales track record. Key Responsibilities & Behavioral Competencies

Key Responsibilities

• Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial             societies and individual clients

Sourcing new brokers and maintaining relationships.
• Training and ongoing product support to brokers.
• Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
• Ensuring that the agreed new business targets are met.
• Developing and maintaining client relationships in all business levels.
• Building relationships with internal departments to ensure superior service is offered to clients.
• Ensuring that clear information is given to clients before, during and after a sales deal.
• Ensure that there is no unreasonable post–sales barriers faced by clients.
• Keeping up-to-date with competitor product and service offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Participating in proactive sales and marketing initiatives.
• Consistently striving to engage with clients in honest,


• Matric.
• NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
• Regulatory Examinations (RE5) for representatives.
• 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).


Contact Person 

James Knoll