Business Development Broker Consultant

Job Description:

• Consistently deliver and exceed on allocated sales targets.
• Develop manage and maintain strong relationships with Financial Advisers ensuring consistent growth of their panel.
• Assist in identifying new potential Financial Advisers and opportunities for business growth.
• Technical training and ongoing product support to Financial Advisers
• Facilitate the sales process to ensure that Financial Advisers are going through the correct channels.
• Participate in proactive sales and marketing initiatives.
• Build and sustain profitability in their business.
• Keep up to date with competitor product and service offerings and industry developments making recommendations to management where necessary.
• Review New Business Pipeline follow up and tracking to ensure conversion.
• Give regular one on one and group presentations.
• Strong telephone manner: able to make successful cold calls and sell products telephonically.
• Weekly analysis and reporting on deliverables / achievements.

• Attend regional Financial Adviser meetings and deliver on Companies marketing strategy to their Financial Advisors

Minimum Experience:

• Minimum of 2 years life insurance experience.

• Minimum 2 years experience as a Broker Consultant

• Previous sales experience with a sound knowledge of the insurance industry

An insurance qualification is essential (RE1 RE5 Certificate in Financial Planning Diploma in Wealth Planning CFP or similar)

Remote Work :

No