Broker Consultant

Ignite Your Career as a Dynamic Broker Consultant Shape the Future of Financial ServicesAn innovative and forward-thinking financial services provider is looking for a motivated and client-focused Broker Consultant to join their team.
This role goes beyond traditional sales it's an opportunity to become a trusted partner to independent financial advisers across the country, supporting their growth and delivering tailored client solutions.Unlike the typical "product push" model, this company empowers Broker Consultants to build genuine, long-term relationships with advisers, helping them deliver maximum value to their clients.
With advanced digital tools, strong internal support, and a progressive approach, this organisation is reshaping the way financial advice is delivered in South Africa.Key Responsibilities:Build and maintain strong relationships with independent financial advisersIdentify and pursue business development opportunities through analysis of adviser and client needsPrepare tailored quotes and provide strategic recommendationsDeliver technical product training and supportAssist advisers with product accreditations and present key selling pointsHandle technical product queries and manage objections professionallyPromote innovative long-term insurance and investment product solutionsPerformance Focus:Developing and maintaining adviser relationshipsIdentifying and closing quality sales opportunitiesProviding excellent and proactive serviceIdeal Candidate Profile:Honest, respectful, and professionalEnergetic with a positive, proactive approachAble to work well under pressure and adapt to changing circumstancesExcellent at problem solving and analytical thinkingStrong communicator with both verbal and written skillsPassionate about relationship building and delivering valueTech-savvy and collaborative with a team-first attitudeDriven to deliver outstanding serviceMinimum Requirements:Matric (Grade 12) or NQF Level 4 equivalent qualificationExperience in the financial services industryProven knowledge of long-term insurance and investment productsTrack record in a similar sales or broker support roleValid drivers license and own transportProficiency with technologyStrong communication skills in English (Afrikaans is an advantage)Contactable references