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Job Specifications Market CIS investment portfolios on certain institutional platforms and select retail clients through IFAsActively work your existing network of IFAs to grow investment business into our clients CIS portfoliosEffectively position our clients iDFM proposition and portfolios to IFAsSecure Sales and facilitate asset inflows against a yearly targetEstablish and build relationships with IFAsUnderstand the competitor landscape and be able to counterStructure IFA events, webinars, etc in accordance with marketing and group events, within your regionTaking responsibility for effectively marketing and managing IFAs against a set yearly set targetContinuously engage in upskilling individual levels of technical knowledge around the asset management businessUsing sound judgment to assist and make recommendations to IFAs that align with the principals good business practiceUtilising ones own style to communicate messages and obtain buy-in from IFAs on ideas Minimum Requirements EEUndergrad degree, BCom, Economics, Business Science a the general degree to a finance/ecos focusCFP, RE1, RE2, CFA 1Minimum 5 years in the investment environmentWilling to work towards RE1 and RE2Willing to work towards a CFPMust have a valid drivers licenseBuilding strategic relationships and having the ability to networkMust be able to relate to IFAs and have an extensive IFA network, within the compulsory money spaceInvestment background knowledge of both local and global environment is essentialMust be able to present to groups Must be computer literateStrong people skills, with the ability to form trust and build relationshipsCustomer service focusGoal/Target and results-drivenOpportunisticEthical judgmentUse discretion and have flexibilityGood communicatorTeam playerBeing persuasiveKindly note that by submitting your application for this career opportunity you agree that Guardian Recruiting may use your application for the purpose of the recruitment and selection of the said position and this information may be shared with the relevant stakeholders in the business.Please note that only shortlisted candidates will be contacted.Should you not have heard back within a two-week period, please assume that your application was unsuccessful.All job postings are in accordance with our Clients BEE requirements
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA4XzYzNTExX180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1223290&xid=1108_63511
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Join one of South Africas leading insurers as a Broker Consultant. They are a customer-centric and dynamic financial services company with a global footprintand a proud history of innovation. They are vibrant, successful and value orientated with anamazing culture. Their success can be attributed, amongst other things, to the outstanding people that work for them.As a values-based organization, they take their reputation for awesome service and innovationseriously and strive for excellence. They are a disruptor within the financial services market broadly and now seek to disrupt theInvestment market. THey have a growing Life Insurance and Investments business, and arelooking for an experienced Broker Consultant to join their investments team. This incredible opportunity exists in their Centurion Head Office servicing Gauteng and is for an Investmentspecialist within the IFA market who is entrepreneurial, ambitious, and experiencedThey require deep experience of marketing investment products and a considerable network oftrusted and demonstrable relationships with Independent Financial Advisors (IFAs). The company is looking forsomeone who can help us build not only the network of relationships, but also drive thesales of the companys products in those relationships:Overview and Purpose of the Role: Their investment business has grown significantly over the year which has led to the developmentof the Broker Consulting role. The Broker Consultant is charged with driving growth in theinvestments market by creating widespread awareness of our investment business andits product offerings, through Independent Financial Advisors (IFAs) While the focus will be onGauteng, the Broker Consultant will also be involved at a broader national level. The incumbent of this newly created position will be responsible for growing and developing the Investment portfolio.The Broker Consultant must align themselves with the culture and values ofAwesome Service, Passionate, Honest, Human, Dynamic and Recognition and be able to workwithin a dynamic and fast paced environment.While needing an experienced investment professional to take up this role please take note thatthis is a role for a self-starter to build out a framework for us to build and maintain relationshipswith Independent Financial Advisors and as such the key outputs for this role are as follows:Having access to a demonstrable book of existing relationships with IFAs in Gauteng specialising in Life and Investment business.To drive awareness of and to market the solution and product suite to IFAs and the skill present the various products and solutions offered by the platform to IFAsHelp us develop and manage the broker consulting skill in the Investments Business including an understanding of how to manage performance.To drive awareness of and to mar
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xMTA5XzYzNTI1X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1151577&xid=1109_63525
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*Reference: SAS000102-SM-1*
Specific responsibilities include supporting the development of the companys broker proposition, attracting, onboarding, activating and supporting independent brokers, and ultimately driving broker sales volumes.
We’re looking for passionate, tech-savvy broker consultants looking to challenge the status quo and make a positive impact on brokers and their customers. Specific responsibilities include supporting the development of our broker proposition, attracting, onboarding, activating and supporting independent brokers, and ultimately driving broker sales volumes.
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What you’ll do*
* Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth in the network
* Leverage existing partnership/s and focus on stakeholder management to build relationships and deliver on key metrics
* Support and service intermediaries in their sales efforts by preparing quotes, statements of benefits and other relevant supporting information
* Assist in identifying new potential Financial Advisers and opportunities for business growth
* Provide technical training and ongoing product support to Financial Advisers
* Keep up to date with competitor products and service offerings
*Who you are*
* Entrepreneurial
* Strong sense of purpose – wanting to make a positive difference to brokers and their customers
* Self-motivated and determined
* Tech-savvy and comfortable engaging online and face to face
* Patient and persistent
* Organised and disciplined
* Mature and willing to work flexibly
* Minimum 5 years’ experience as a Broker Consultant or IFA in the long-term insurance industry
* Insurance qualification of at least RE1 or RE5
* A certificate in Financial Planning or a degree in a relevant field would be advantageous
R 20000 - 30000 - Monthly
https://protool.gumtree.co.za/external-link-browser.html?url=aHR0cHM6Ly9lbi16YS53aGF0am9icy5jb20vY29vcG9iX19jcGxfX18xNTU1XzY2Mzk4X180OTc/dXRtX3NvdXJjZT1ndW10cmVlJnV0bV9tZWRpdW09ZmVlZCZrZXl3b3JkPQ==&jid=1258389&xid=1555_66398
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