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Broker Consultant

Job title:
Broker Consultant

Description

Durban Are you the type of consultant who wants to build your own business and write your own cheque? Hollard is looking for that entrepreneurial spirit. Our Independent Financial Advisor consultants builds their own panel and manages their own schedule whilst getting the support and backing from Hollard. If you have the drive, skills, knowledge and experience as a consultant in the long term financial services industry, then consider applying today for an Independent Financial Advisor consultant contract. Job description: A Financial Advisor consultant should promote, market and distribute Hollard’s product offering to the advisor, thereby improving Hollard’s position and profile within the advisor’s office by helping solve problems, manage change and improve efficiency as well as identifying and discussing solutions to the challenges clients face as part of their financial planning process. Achieving sales objectives with own portfolio through 3rd party marketing, product servicing, develop and maintain long-term customer relationships with recent and new Financial advisors. Skills: Commercial awareness; Time management; Problem solving; Numerical skills Attention to detail Analytical skills Excellent interpersonal skills incl. Assertive; Win-win-win attitude Tact and persuasive ability Teamwork skills Good oral and written communication skills Self-motivation; Results orientated; Pro-active; Process driven Qualifications: NQF5/6 Financial planning or Wealth planning - preferred CFP – an advantage RE exams - preferred Business management – an advantage Experience: Sales, Marketing, Entrepreneur (running and managing your own business) – an advantage Own transport a requirement Key Performance areas: Marketing:  Market Hollard products to Financial advisors – in a creative and positive manner.  Allocate time and call frequency to make at least 25 quality sales calls each week.  Increase market share by calling on targeted Financial advisors to promote and sell products, communicate special events, present marketing programs and new products, prepare and conduct Financial Advisor training and educational seminars, collect competitive information, handle and resolve problems and complaints, manage Financial Advisor debt  Market Benefits & features of Hollard and its products assertively.  Obtain commitment and record production against commitment.  Always maintain a positive attitude and high energy levels.  Escalate market feedback to management and relevant resource staff in a positive and contributory manner.  Work effectively with colleagues in developing creative sales ideas and efficient methods of adding value. Develop and maintain customer relationships:  Maintain conservation objectives with unpaid premiums, cancellations and surrenders in compliance with SLA’s.  Update client info  Identify potential growth and new contracts to build and/or strengthen a portfolio with in the assigned territory and targeted channels  Prepare quotes understand the underwriting terms and resource availability, and manage special requests on behalf of Financial Advisors.  Supervise the workings of the marketing assistant daily  Handle problems  Represent Hollard to external clients  Manage Financial Advisor expectations  Be sincere and different  Add value on a business and personal level through direct and indirect contact.  Relationship + Trust = Sales Managing portfolio:  Understand the difference between urgent and important work and allocate time accordingly.  Be able to obtain relevant, comprehensive and necessary customer information.  Correctly identify and segment your customer base according to potential - Gold, Silver & Bronze (A/ B or C).  Strategize activities in each segment according to prospect, attract, expand or sustain.  Identify the business influencers in each practice and plan activities accordingly.  Plan contact frequency and activity levels in line with potential of different client segments.  Take responsibility of involving required resources in line with potential of different client segments.  Take responsibility of your portfolio as if it were your own business.  Manage travel arrangements and bookings of appointments  Send Financial Advisor debt list to conservation  Track new business Setting up and achieving your own Personal Sales Target:  Meet and exceed sales targets  Continually learn new product knowledge and acquire better selling skills. Keep abreast of competition, competitive issues, products and markets for products.  Attend and participate in sales meetings, product training and industry seminars SALES TARGET MEASUREMENT (against company average – for personal assessment)  Accepted cases  Penetration = Number of producers vs. panel size  Production = Accepted MPI  Persistency = panel persistency will determine being remunerated on either Gross or Net MPI achieved for the given month  Growth = Growth of net new business vs. previous year

Details

Job reference:
Broker Consultant
Hours:
Monday - Friday
Location:
Durban, South Africa
Working term:
Permanent
Salary:
Market Related
Application deadline:
23/07/2022
 

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Search results - Broker Consultant

Your search criteria returned 8 results. The most recent jobs are listed first.


Job Title: Broker Consultant
Working Hours: Monday - Friday
Job Location: Durban, South Africa
Salary: Market Related

Durban Are you the type of consultant who wants to build your own business and write your own cheque? Hollard is looking for that entrepreneurial spirit. Our Independent Financial Advisor consultan...
Job Title: Broker Consultant
Working Hours: Monday - Friday
Job Location: Polokwane, South Africa
Salary: Market Related

Polokwane Are you the type of consultant who wants to build your own business and write your own cheque? Hollard is looking for that entrepreneurial spirit. Our Independent Financial Advisor consul...
Job Title: Broker Consultant
Working Hours: Monday - Friday
Job Location: Nelspruit, South Africa
Salary: Market Related

Nelspruit Are you the type of consultant who wants to build your own business and write your own cheque? Hollard is looking for that entrepreneurial spirit. Our Independent Financial Advisor consul...
Job Title: Broker Consultant
Working Hours: Monday - Friday
Job Location: Johannesburg, South Africa
Salary: Market Related

Johannesburg - Are you the type of consultant who wants to build your own business and write your own cheque? Hollard is looking for that entrepreneurial spirit. Our Independent Financial Advisor cons...
Job Title: Broker Consultant
Working Hours: Monday - Friday
Job Location: Pretoria, South Africa
Salary: R20 000 Monthly

Our client in the Pretoria is currently looking for a very sales driven Broker Consultant to join their team. Minimum requirements: Grade 12 Tertiary qualification will be an advantage, specifical...
Job Title: Broker Consultant
Working Hours:
Job Location: Johannesburg, South Africa
Salary: Negotiable

Broker Consultant - JHB Introduction As specialist in our fields with extensive experience in placing niche and specialized roles both Nationally and Globally, BA Personnel is known for attract...
Working Hours: Monday - Friday
Job Location: Pinetown, South Africa
Salary: R12 000 - 15 000 per month

Three Peaks has a vacancy available for Insurance Broker Consultant who will provide advice on the best insurance options for their clients' needs. Provide support based on clients' interests....
Working Hours: Monday - Friday
Job Location: Durban, South Africa
Salary: R 20000 - R 30000 Monthly

Durban - Specific responsibilities include supporting the development of the company's broker proposition, attracting, onboarding, activating and supporting independent brokers, and ultimately dri...

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