Saturday , February 4 2023

Momentum Vacancies in Johannesburg – Broker Consultant

Website Momentum

Job Description:

Attract, engage and retain profitable new business from brokers within the target market in orde to increase the broker base to enhance channel profitability.

Job Responsibilities:

  • Manage administration related to missed payments, broker contract applications, after sales service, etc.
  • Partner with and identify the needs of brokers and provide the necessary support
  • Prepare quotations, receive and check new business applications
  • Negotiate with intermediaries regarding the level of business and servicing requirements
  • Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary
  • Promote Metropolitan solutions through marketing presentations and training
  • Arrange premium payment facilities and open new facilities as required
  • Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialization
  • Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes
  • Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management
  • Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service
  • Positively influence and manage change and offer specialist support where required
  • Develop and implement marketing plans that will outperform competitor strategies
  • Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed
  • Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals
  • Contribute to the process of developing client service standards in order to ensure clients receive clear and accurate information and are kept informed at all times
  • Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff
  • Efficiently apply technology and update investment knowledge in the business
  • Build and maintain relationships with clients and internal and external stakeholders
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility
  • Provide authoritative, expertise and advice to clients and stakeholders

Job Requirements:

  • Client / Stakeholder Commitment
  • Product knowledge and competitor intelligence
  • Leads Change and Innovation
  • Self-Awareness and Insight
  • Valid driver’s license and own transport
  • Must have a healthy network of FSPs
  • Diversity and Inclusiveness
  • Proficient in English with the ability to speak multiple languages with some African languages (preferred)

Qualification & Experience:

  • Experience in the Mass Market and Stop Order industry
  • Grade 12/NQF 4 equivalent qualification
  • FAIS Representative Regulatory Exam Level 5 passed
  • FSB recognized qualification listed or credits pertaining to the date of first appointment in the industry, listed on the most recently published Board notice as published for recognized qualification, to fulfil the duties of a compliant supervisor (minimum 120 Credits)
  • At least 1 years’ experience as a Broker Consultant

Job Details:

Company: Momentum

Vacancy Type: Full Time

Job Location: Johannesburg Metropolitan Area, Gauteng, South Africa

Application Deadline: N/A

Apply Here

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