ROLE SUMMARY
The Broker Consultant is responsible for building and growing strategic relationships with brokers and intermediaries to drive new business growth and support client retention.
This role is primarily focused on business development, broker engagement, and identifying growth opportunities through regular interaction with brokers and key industry stakeholders.
The ideal candidate is a commercially driven relationship builder with a proven sales track record, strong stakeholder management skills, and the ability to use business insights and reporting to support growth and informed decision-making through the effective positioning of My Brand Group’s services.
As a performance-driven role, the Broker Consultant has the opportunity to earn commission based on the achievement of agreed sales and business development targets.
If you’re ready to belong to an “open mindset” work culture that promotes continuous learning and improvement, prioritises service excellence, values individuals, and celebrates the people who light up our world, apply now and show us how you’ll shine!
QUALIFICATIONS
- Minimum: Grade 12 or equivalent NQF level 4 qualification
- Preferred: Degree in Business Management
- RE 5 (essential)
- A relevant tertiary qualification in Business Management, Commerce, Finance or a related field and/or a recognised Short-Term Insurance qualification (e.g. NQF 4 Short-Term Insurance or NQF 5 Higher Certificate in Short-Term Insurance).
EXPERIENCE
Minimum:
- 2 to 4 years’ experience in broker consulting / business development / relationship management or a similar role in the insurance industry.
- Proven success in building relationships, generating new business and achieving sales targets.
- Experience managing and/or growing client, broker or intermediary portfolios.
Advantageous:
- Experience presenting to brokers or business partners.
- Exposure to reporting, sales analysis or CRM systems.
GENERAL:
- Location: Craighall Park, Johannesburg
- Travel: This role requires regular travel, with 1 (one) day per week based in Craighall Park, Johannesburg, and 4 (four) days spent travelling to client and operational sites.
SKILLS & KNOWLEDGE
- Essential Knowledge:
- Comprehensive knowledge of the South African insurance industry and broker distribution landscape.
- Sound understanding of broker and intermediary business models and how brokers engage with insurers and service providers.
- Knowledge of the Financial Advisory and Intermediary Services (FAIS) Act, Treating Customers Fairly (TCF), POPIA, and other relevant insurance regulatory and compliance requirements.
- Sales and business development principles.
- Understanding of relationship management principles, key account management, and broker engagement strategies.
- Knowledge of sales pipeline management, opportunity tracking and sales forecasting.
- Understanding of customer service excellence.
- Operational solutions to meet broker and client needs.
- Systems & Reporting:
- Strong verbal and written communication skills (English)
- Microsoft Office Suite
- Intermediate Microsoft Excel (advantageous)
- Pivot Tables & V-Lookup
- Data filtering and analysis
- Basic formulas and reporting
- Ability to create and deliver professional business presentations (i.e., MS Power Point).
- CRM systems (preferred)
RESPONSIBILITIES
Operational
- Identify and secure new business opportunities through brokers, intermediaries and insurers.
- Execute broker engagement, retention and growth initiatives.
- Promote the company’s solutions, services and value proposition.
- Identify opportunities to expand the adoption of solutions and services within broker and or insurer portfolios.
- Conduct regular broker and client meetings in line with engagement requirements.
- Deliver solutions, services and industry presentations, training and awareness sessions where required.
- Prepare and coordinate proposals and business submissions within agreed timelines.
- Develop a thorough understanding of broker businesses, client requirements and target markets.
- Monitor market trends and broker performance to identify opportunities and risks.
- Collaborate with internal stakeholders to ensure effective service delivery.
- Resolve broker and client-related issues within agreed service standards.
- Implement and monitor agreed action plans arising from meetings, reviews and strategic initiatives.
- Track progress against agreed objectives, service standards and deliverables.
- Compile and distribute weekly, monthly and ad hoc reports within agreed timelines.
- Analyse broker and portfolio performance trends to identify opportunities for improvement.
BENEFITS
Digicall offers a range of core and value-added benefits to equip and empower you to live your best life.
You will benefit from support and assistance that offers you choices and gives you peace of mind, including medical cover, provident fund, funeral cover, long service awards, and learnerships and bursaries.
Through our employee wellness and recognition programmes, we foster a workplace where every individual is supported, celebrated, and empowered to shine.