Job Description
To be the primary relationship holder, with the requirement to develop and maintain enduring relationships.
To provide product training and field most Independent Financial Advisor queries due to your in-depth understanding of Investments, Insure and other First Rand products.
Are you someone who can:
Provide product training and field most Independent Financial Advisor queries due to your in-depth understanding of Investments, Insure and other First Rand products.
Ensure Independent Financial Advisors are kept abreast of latest product and policy enhancements, changes, and offerings.
Proactively seek sales opportunities.
Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate service and solutions to the Independent Financial Advisor.
Assist Independent Financial Advisor's to expand their value proposition and grow their respective business.
Render administrative support to the Independent Financial Advisors, which includes but not limited to processing and servicing requests and quotations, for timely turnaround.
Facilitate interaction between Independent Financial Advisors and Product Specialist on more technical requests.
Keep up to date with competitor products, services and industry trends
ÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂYou will be an ideal candidate if you have:
Matric
NQF5 is advantageous.
RE 5 would be beneficial
At least 3 to 5 years of Broker Consulting experience within the Independent Financial Advisor and Investments space
3 years of experience in Life Assurance
Relevant Class of Business training.
Experience in and working with Group Risk, Individual Life and Investment products.
An affinity for sales, are highly motivated and client centric.
Have good attention to detail.
Are curious, innovative and willing to learn.
Willing to travel locally.
ÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂYou will have access to:
Opportunities to network and collaborate
A challenging working environment that is progressive and agile
Opportunities to innovate where initiative is taken and owned end to end
ÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂÃÂâÃÂÃÂÃÂÃÂWe can be a match if you are:
Adaptable and curious
Analyze complex data sets
Thrive in a collaborative environment
End Date: May 29, 2026