Are you a dynamic and driven individual with a passion for short-term commercial insurance? iTalk Financial Services is seeking a Broker Consultant to join our growing Discovery Department. This is an exciting opportunity to be part of a high-performing team focused on expanding our business insurance portfolio.
Responsibilities
Build and maintain a profitable short-term commercial insurance book.
Identify new business opportunities and generate leads for Discovery products.
Manage and grow relationships with clients, brokers, and key stakeholders.
Provide expert advice on Discovery insurance solutions tailored to client needs.
Conduct needs analyses and develops tailored insurance packages.
Stay up to date with product knowledge, industry trends, and competitor activities.
Ensure compliance with FAIS and other relevant regulatory frameworks.
Prepare and deliver presentations to clients and teams.
Handle queries, objections, and policy-related issues with professionalism.
Meet sales targets and performance metrics.
Education
Grade 12/NQF 4 equivalent qualifications.
BCom/Higher Diploma or equivalent business-related qualification (Advantageous)
Meets FAIS Fit and proper requirements as per legislation
RE5 (essential)
Experience
1-2 years' experience in Broker Account Management environment (Essential)
Short term and Medical Aid experience
Experience In Financial Services Industry (Essential)
Should you have previous experience as a FAIS representative the following is non-negotiable:
+ FAIS credits/Full Insurance Qualifications (depending on DOFA)
+ RE5 (depending on DOFA)
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