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Broker Consultant (Life insurance)

DUTIES AND RESPONSIBILITIES Consistently deliver and exceed on allocated sales targets. Assist in identifying new potential financial advisers and opportunities for business growth Technical training and ongoing product support to financial advisers. Facilitate the sales process to ensure that Financial Advisers are going through the correct channels Participate in proactive sales and marketing initiatives. Build and sustain profitability in their business Keep up to date with competitor product and service offerings and industry developments, making recommendations to management where necessary. Review New Business Pipeline, follow up and tracking to ensure conversion Give regular one on one and group presentations Strong telephone manner; able to make successful cold calls and sell products telephonically Weekly analysis and reporting on deliverables/achievements. Attend regional financial adviser meetings and deliver on The company superior client service and technical knowledge EXPERIENCE AND EDUCATION Minimum 2 years’ experience as a Broker Consultant. Minimum of 2 years life insurance experience An Insurance qualification would be advantageous (RE1, RE5, Certificate in Financial Planning, Diploma in Wealth Planning, CFP or similar) Previous sales experience with a sound knowledge of the insurance industry Competent on Excel MUST HAVE. nicky@proappoint.co.za

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