Independent Sales Broker Consultant (IBC)
Finexel Insurance and Investment Consultants Galileo has an Independent Sales Broker Consultant (IBC) position available in Bloemfontein..
Purpose of the job
- To promote and market Liberty Life Financial Solutions (products, technology and services) to brokers and to influence them to sell Liberty Life products
- To be the essential business partner to intermediaries
Key responsibilities
- Developing and implementing call plans and marketing strategies
Negotiating with brokers regarding the level of business and servicing requirements
Promoting Liberty Life’s products and technology services through marketing presentations and training
Providing information and training on products and servicing procedures/requirements
New business upload and servicing
Establishing and maintaining business relationships
Maintain and grow market share with existing brokers
Adherence to the compliance process
Achieving sales targets over all products
Communication and networking with all Liberty Life Group departments to facilitate problem solving
- Solving of commission queries
Key requirements
Qualifications
- Valid Code 8 Driver's Licence
- A tertiary qualification would be an advantage with preference for Certified Financial Planner qualification (CFP)
Experience
This is an entry-level position which requires no experience and will enable the successful candidate to enter the workforce and build his/her experience for future job opportunities in the financial sector.
Knowledge
- Extensive knowledge of Microsoft Office Products
- Insurance Industry Knowledge
- Risk and Investment Product Knowledge
- Legal and Tax Knowledge
- Liberty Life software and systems
- Brokers and Agent development
Skills (Personal and Interpersonal)
- Fluent in Afrikaans and English
- Service Delivery
- Customer Training and Development
- Deadline Driven
- Planning and Organising
- Financial Analysis and Interpretation
- Excellent Presentation Skills
- Excellent Communication Skills
- Problem Solving Skills
- Customer Market Understanding
- Interpersonal Sensitivity
- Flexibility
- Action Orientation
- Understanding of the Competitor Environment
- Solid knowledge of Excel
Please forward your CV and proof of qualifications to jj.botha@liblink.co.za before 6 December 2020.