Broker Consultant

at  Assupol

FORMAL EDUCATION

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

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

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

1. Develop and maintain sales and marketing plan

• Develop and implement an integrated sales & marketing plan
• Review progress and compile report on progress made

1. Recruit Brokers

• Grow distribution channel by sourcing and selecting appropriate brokers
• Prepare and present appropriate documentation of Brokers for the CCC

1. Provide support to brokers

• 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

1. 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

1. 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

1. Maintain production targets and retain business

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

Requirements