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Job Title
Broker Consultant
Employment Type
Full Time
2016 to 2022 years
Job Published
20 September 2022
Job Reference No.

Job Description

Position – Broker Consultant

Location – Richards Bay/KZN

Salary – market related

Main purpose - 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.



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).

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.