Broker Consultant Port Elizabeth

Port Elizabeth, Eastern Cape, South Africa

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Consistently deliver and exceed on allocated sales targets.
Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel.
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 Companies marketing strategy to their Financial Advisors

Minimum Experience:

An insurance qualification is essential (RE1, RE5, Certificate in Financial Planning, Diploma in Wealth Planning, CFP or similar)

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