Broker Consultant _ Klerksdorp

Broker Consultant _ Klerksdorp

02 Mar
|
MMI Holdings
|
Province of North West

02 Mar

MMI Holdings

Province of North West

Klerksdorp, North West



Metropolitan is one of the oldest financial services brands in South Africa. With a 116 year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa’s people through affordable financial solutions that create financial growth and security.



Metropolitan operates in South Africa, but the brand is also present in 12 African countries including, Namibia, Botswana, Kenya, Ghana, Nigeria, Lesotho, and Swaziland.

Metropolitan provides financial wellness solutions that meet the needs of low income clients, including funeral insurance, health, savings, hospital cash-back cover, retirement solutions and life insurance.

www.metropolitan.co.za









ROLE PURPOSE



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



REQUIREMENTS



Grade 12/NQF 4 equivalent qualification



FSB recognised 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 recognised qualification, to fulfil the duties of a compliant supervisor



FAIS Representative Regulatory Exam Level 5 passed



Valid driver’s licence and own transport



3 years’ experience as a Broker Consultant



Product knowledge and competitor intelligence



Proficient in English with the ability to speak multiple languages with some African languages (preferred)



RESPONSIBILITIES AND WORK OUTPUTS



Develop and implement marketing plans that will outperform competitor strategies



Continuously analyse competitor strategies and ensure knowledge is current on competitor activity, new products and services



Promote and market the Metropolitan brand and its solutions to brokers to influence the sale of inhouse products



Partner with and identify the needs of brokers and provide the necessary support



Negotiate with intermediaries regarding the level of business and servicing requirements



Promote Metropolitan solutions through marketing presentations and training



Establish and maintain business relationships in order to grow market share with existing brokers



Ensure the business's processes and policies are adhered to in the management of relationships at all times, and to represent the company in a professional, business-like manner.



Efficiently apply technology and update investment knowledge in the business



Prepare quotations, receive and check new business applications



Arrange premium payment facilities and open new facilities as required



Initiate and manage marketing drives to secure profitable, quality new business from brokers



Maintain productive levels with acceptable quality of business and manage the risk of such business



Manage administration related to missed payments, broker contract applications, after sales service, etc



Deliver training to brokers to ensure their understanding of Metropolitan products and services where necessary



Continuously monitor turnaround times and quality standards and resolve issues speedily to enhance client service delivery



Drive client service delivery goal achievement in line with predefined standards in order to ensure that clients receive appropriate advice and after sales service.



Manage client query processes and ensure that queries are tracked, accurately resolved and used as a mechanism to improve client service and business processes



Provide regular reports on delivery of services against agreed service standards and in terms of overall client targets.



Provide authoritative, expertise and advice to clients and stakeholders



Build and maintain relationships with clients and internal and external stakeholders



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



Manage the delivery on service level agreements made with clients and internal and external stakeholders in order to ensure that client expectations are managed



Make recommendations to improve client service and fair treatment of clients within area of responsibility



Participate and contribute to a culture which builds rewarding relationships, facilitates feedback and provides exceptional client service



Build strong relationships through providing specialist know-how and leadership to others, expressing positive expectations.



Continuously develop own expertise in terms of industry and subject matter development and application thereof in an area of specialisation.



Positively influence and manage change and offer specialist support where required.



Contribute to continuous innovation through the development, sharing and implementation of new ideas and involvement of colleagues and staff.



Participate and contribute to a culture of work centric thinking, productivity, service delivery and quality management.



Take ownership for driving career development



Research and monitor financial market trends to ensure that plans are relevant, effective and to identify any necessary updates



Prepare, interpret and present client financial performance and other relevant information so enhance client understanding and facilitate decision-making



Conduct client financial needs analysis in order to develop and implement a customised financial plan to achieve clients’ financial goals



COMPETENCIES REQUIRED



Business Accumen



Client/ Stakeholder Commitment



Drive for Results



Leads Change and Innovation



Collaboration



Impact and Influence



Self-Awareness and Insight



Diversity and Inclusiveness



LOCATION



The above-mentioned position is currently available in the Retail Distribution department at our Alternative Channel division based at our office in North West (Klerksdorp).



CONTACT DETAILS



For further information please contact Ingrid Sibeko who is the Recruitment Consultant dealing with this position on 087 742 5112.



Please submit your application via our Careers page on www.momentummetropolitan.co.za



To apply, please follow the official system application process and get in touch with the PeopleSoft Helpdesk (021 940 5169) if you need further assistance.



Closing Date



8 March 2020



Contact Details



Ingrid Sibeko



[email protected] (The purpose for this email address is solely for queries regarding the advertised position and no emailed CV's will be accepted. Only online applications submitted via our Careers page will be considered.)



0877425111



All positions will be filled in accordance with our Employment Equity plan.



We also encourage people with disabilities to apply.