About this role
<p><img id="photoDetail" src="https://www.discovery.co.za/gallery/template-resources/banners/general/smartpeople-recruit.jpg" style="width:1250.0px;height:301.0px"></p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><strong><span style="font-size:12.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d">Key Purpose of the role</span></strong></p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">Increase the sales of the product range by building relationships, maintaining superior client service backed by sound technical knowledge</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><strong><span style="font-size:12.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d">Key Responsibilities</span></strong></p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Developing and maintaining broker relationships</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Reviewing the new business pipeline, following up, and tracking</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Issuing of quotations</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Technical training of & ongoing product support to financial advisors</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Dealing with queries & providing information on a range of sales and service issues</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Liaising with internal departments to ensure superior service is offered to clients</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Keeping up to date with competitor product and service offering & industry developments</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Participating in proactive sales & marketing initiatives</span></p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><strong><span style="font-size:12.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d">Key Requirements</span></strong></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Own insured transport, cell phone and drivers license</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Willingness to undertake business travel across South Africa</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><strong><span style="font-size:12.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d">Competencies</span></strong></p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Assertiveness</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Self-confidence</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Honest and ethical</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Resilience</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Perseverance</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Able to manage stressful situations</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Results driven</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Ability to work independently without supervision</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Self-Disciplined</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Persuasive</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Results driven</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Build strong relationships</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Use own initiative</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Decisiveness</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><strong><span style="font-size:12.0pt;font-family:'Open Sans Light', sans-serif;color:#004b8d">Qualifications and Experience:</span></strong></p> <p style="line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">Minimum</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- NQF5 in Wealth Management of Financial Planning</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- RE5</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">Advantageous:</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"> </p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Business degree</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Sound medical aid knowledge</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Knowledge of underwriting process</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Broker consulting experience in the financial services industry</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- An understanding of financial planning</span></p> <p style="text-align:justify;line-height:normal;background-color:#f3f3f3;margin:0.0in;font-size:10.0pt;font-family:'Open Sans', sans-serif;color:#6d6e71"><span style="color:#6d6e71">- Knowledge of MS Office Suite</span></p><p>EMPLOYMENT EQUITY <br> <br> The Company’s approved Employment Equity Plan and Targets will be considered as part of the recruitment process. As an Equal Opportunities employer, we actively encourage and welcome people with various disabilities to apply.</p>