Broker ConsultantAssupol

Develop and maintain sales and marketing plan 

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

Recruit Brokers

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

 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

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

 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 

Maintain production targets and retain business

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

Requirements
Knowledge and Skills

Formal Education

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

Technical/Legal Certification

•  Regulatory Examination Level 1: Representatives 
•  Regulatory Examination Level 1: Key Individual (Advantage)

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

COMPETENCIES

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

ATTRIBUTES

• Perseverance
• People centric