South Africa

Broker Consultant

Company 1Life
Reference # 1L24/12
Published 14/01/2021
Contract Type Permanent/Contract
Location Dainfern, Gauteng, South Africa

Inbound or outbound policy sales, based on campaign initiatives. Initiate the
customer relationship and meet various KPIs. Connect with the customer,
conduct needs analysis and propose customer solutions. Consultant requires a
solid knowledge of products and the market. Their characteristics include a
focus on growth and retention of existing clients of the brand.
Job Functions Sales
Industries Insurance

Sell Customer Propositions

Identify the products or services that best meet the customer's stated needs,
explain the selection to the customer, and invite the customer to make a
purchase at the standard price/terms and conditions of sale.

Customer Needs Clarification

Set clear objectives for each sales call; use standard materials to make a
presentation to the customer; and ask relevant questions to evaluate the
customer's level of interest and to identify and respond to areas requiring further
information or explanation.

Sales Opportunities Creation

Identify potential customers by obtaining information, referrals, and
recommendations from existing customers.

Operational Compliance

Develop knowledge and understanding of the organization's policies and
procedures and of relevant regulatory codes and codes of conduct to ensure
own work adheres to those standards. Obtain authorization from a supervisor or
manager for any exceptions from mandatory procedure.
Manage & mitigate risks i.e. reputational, quality of business, commission,
legislation and fraud, by ensuring sound business practice, procedures

Data Collection & Analysis

Collate and analyze data using POL360 system to identify trends, opportunities
and risks. Involves working independently.
Monitor relevant information available in the POL360 system after each contact
with a customer to ensure that the organization maintains turn around time
Facilitate the effective resolution of any Broker/External Partner queries or
complaints as and when required.

Customer Service

Provide a quality service to customers while identifying opportunities to secure
new business or support retention. Responsibilities may include processing
cases, dealing with complex queries and investigating and resolving customer

Customer Relationships Development

Make calls (by telephone or in person) to allocated customers to develop new
relationships and maintain existing ones. Act as a first point of contact for
resolving customer queries and complaints.

Performance Management

Prioritise own workflow and ensure work is completed to the required standards
of productivity, quality and timeliness; use performance management systems to
improve personal performance.

Personal Capability Building

Develop and maintain excellent process or technical skills by participating in
assessment and development planning activities as well as formal and informal
training and coaching.
Ensure up-to-date financial services industry and market knowledge, as well as
internal products and processes are continuously maintained.


Direct Sales

Work independently and provide technical guidance when required on
maximizing the volume and value of direct sales.

Verbal Communication

Use clear and effective verbal communication skills and provide technical
guidance when required to express ideas, request actions and formulate plans.

Sales Planning and Coordination

Achieve the best possible returns by planning and coordinating effective sales
campaigns and related initiatives.

Computer skills

Support business processes independently by understanding and effectively
using standard office equipment and standard software packages, while
providing technical guidance as needed.
Proficient in MS Office.

Writing skills

Use clear and effective writing skills to express ideas, request actions and
formulate plans or policies.

Planning and Organizing

Plan, organize, prioritize and oversee activities to efficiently meet business
objectives. Provide technical guidance when required.

Customer System Operation

With guidance, understand and effectively operate all customer management

Data Collection and analysis

Analyze data trends with guidance for use in reports to help guide decision

Data Management

With guidance, acquire, organize, protect and process data to fulfill business


General Education
Grade 12/ SAQA Accredited Equivalent (Essential); BCom or similar qualification
(Advantageous); FAIS recognized qualification (Advantage); RE 5 (Essential);
Class of Business Certification (Advantageous); Wealth Management
Qualification (Advantageous)


General Experience
2 or more years telephonic sales experience (Essential); Experience in banking /
financial / insurance / business services (Advantageous)


Telephone system

ADDITIONAL INFORMATION SAQA Accredited Equivalent - It is the onus of the applicant to provide TIH and
its subsidiaries with certified evidence that their qualification(s) meet the
equivalent NQF level required for this role at time of application. As a registered
Financial Service Provider, we are mandated to ensure that all our
representatives are and remain fit and proper at all times. By applying for this
role, you consent to having your relevant qualification and or accreditation or
confirm that you are working towards meeting the competency requirements.
You further consent to the relevant information being verified.
Job Closing Date 14/01/2021
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Last Updated: 30-7-2020 []
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