2 Jobs and Work in Phuthaditjhaba Free State

Ensure brokers are equipped with sufficient documentation e.g. application forms
Handle administration queries on behalf of dedicated brokers
Check business methods of dedicated brokers and advise accordingly
Update brokers on Assupol products and services regularly
Ensure computer software of brokers are up to date in respect of Assupol products and services
Build professional business relationships with brokers

4. Offer training to brokers and their sub-agents

Facilitate product training
Facilitate any other form of training that will enhance the broker’s production
Keep record of training interventions
Forward all relevant training info to Head Office

5. Identity and develop new and current markets

Identify and develop new markets
Negotiate stop order markets
Maintain contacts with key decision makers and insurance industry resources (new and existing)
Retain and increase market share in existing markets
Manage the business retention
Conduct products presentations in the market

6. Maintain production targets and retain business

Identify and develop new markets
Ensure and monitor set production targets are achieved
Maintain business retention

Knowledge and Skills

Formal Education

Matric
Diploma/Degree/Long Term Insurance qualification (a qualification that is recognised by the FSCA)

Technical/Legal Certification

Regulatory Examination Level 1: Representatives
Regulatory Examination Level 1: Key Individual (Advantage)

Experience

2 years Project Management
2 years’ experience in the Long-Term Insurance industry
Atleast 1 years advice and intermediary experience in category A,B,C and retail benefits
1 year’s management experience in the insurance industry

COMPETENCIES

KNOWLEDGE
Life Industry
Legislation FAIS, NCA, FSCA, LTIA
Financial Management Products

SKILLS
Communication Verbal and written
Presentation
Research
Network
Facilitation
Coaching
Recruitment
Marketing
Report Writing
Planning and organising

ATTRIBUTES
Perseverance
People centric

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Broker Consultant

Sanlam Financial Adviser - Phuthaditjhaba

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