Financial Advisor Liaison Consultant

  • Home
  • Jobs
  • Financial Advisor Liaison Consultant

Financial Advisor Liaison Consultant

Financial Advisor Liaison Consultant

Location: Johannesburg

Date Posted: 2024-09-30

Type: FULLTIME



DK Consulting

Introduction

Blue-chip and listed Insurer requires experienced Broker Consultant to market long-term and short-term insurance products as well as investment products and to develop relationships with a panel of brokers

Duties & Responsibilities

· Developing and maintaining broker relationships · Review New business pipeline, follow-up and tracking · Issuing of quotations · Technical training of and ongoing product support to Financial Advisors · Dealing with queries and providing information on a range of sales and service issues · Liaising with internal departments on processing issues · Building relationships with internal departments to ensure superior service is offered to clients · Keeping up-to-date with competitor product and service offering and industry developments · Participating in proactive sales and marketing initiatives

Desired Experience & Qualification
• Minimum: 3 years Broker Consulting experience with a proven track record;
• Insurance qualifications (NQF5 Financial planning or Wealth Management);
• Business degree;
• RE exam;
• Own transport;
• Valid driver's license

Package & Remuneration

Basic + Commission

PLEASE NOTE: Only candidates with suitable qualifications and experience will be contacted

DK Consulting

Debbie Kotzen

Add Advert Here
Share Job :
Perhaps another ad