Business Consultant-Port Elizabeth at Discovery Limited

Key Purpose of the role

• Increase the sales of the product range through building relationships, superior client service and technical knowledge
• Increase the sales of the product range through building relationships, superior client service and technical knowledge

Developing

• Developing and maintaining broker relationships
• Review new business pipeline, followup and tracking

Issuing of quotations

• Technical training of and ongoing product support to financial advisor
• Dealing with queries and providing information on a range of sales and service issues

Liasing with internal departments on processing issues

• Building relationships with internal departments to ensure superior service is offering to clients
• Keeping uptodate with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Key Responsibilities

• Developing and maintaining broker relationships
• Review new business pipeline, followup and tracking

Issuing of quotations

• Technical training of and ongoing product support to financial advisors
• Dealing with queries and providing information on a range of sales and service issues
• Liasing with internal departments to ensure superior service is offered to clients
• Keeping uptodate with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Personal Attributes and skills:

• Own insured transport, cellphone and drivers license
• Willingness to undertake business travel across South Africa
• Assertiveness
• Selfconfidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stressful situations
• Results driven
• Ability to work independently without supervision
• SelfDisciplined
• Able to influence and negotiate
• Persuasive
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• SelfDiscipline
• Able to influence and negotiate
• Persuasive
• Build strong relationships
• Use own initiative
• Decisiveness

Qualifications and Experience:
Minimum

• NQF5 in Wealth Management of Financial Planning
• RE5

Beneficial:

• Business degree
• Sound medical aid knowledge
• Knowledge of underwriting process
• Broker consulting experience in the financial services industry
• An understanding of financial planning
• Knowledge of MS Office Suite