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Results for broker consultant in "broker consultant" in Jobs in South Africa in South Africa
1
Broker ConsultantLocation: Western Cape – BellvilleEmployment Type: PermanentWorking Hours: Monday to Friday | 08h00 – 16h30Role OverviewA well-established organisation within the financial services / funeral insurance sector is seeking a detail-oriented and self-motivated Broker Consultant to provide administrative and operational support to the Sales Support function. This role requires strong coordination, documentation control, and broker liaison skills.Key ResponsibilitiesCapture broker information accurately on internal systemsCompile and manage broker application documentationFollow up with brokers on outstanding documentationHandle broker queries and assist with resolving escalationsLiaise with internal departments to support broker processesMaintain strong relationships with internal teams and external brokersPerform quality checks to ensure accuracy and complianceMaintain effective filing and document control systemsPrepare reports and manage correspondenceIdentify process improvements and support implementation of new proceduresMinimum RequirementsGrade 12 (essential)Administration qualification or relevant experience (advantageous)3–5 years’ experience in Financial Services, Long-Term or Funeral InsurancePrior experience providing administrative support to brokershttps://www.jobplacements.com/Jobs/B/Broker-Consultant-1253056-Job-Search-01-19-2026-02-00-16-AM.asp?sid=gumtree
13h
Job Placements
1
Job Title: Join our clients team as an Insurance Broker Consultant and support the network from an Inhouse positionInsurance Broker Consultant - InhouseLocation: CPT - Northern SuburbsReporting to: Sales ManagerSeniority Level: Mid Career (4 - 6 yrs exp)Type: PermanentSectors: Admin, Office & Support, Financial ServicesFunctions:Consultant, Broker Support, Insurance Administration, Matric, Industry qualificationKey Responsibilities:Support Broker network NationwideSales administration and informationCompliance and document controlCorrespondence and telephonic supportProduct support and support Life and Funeral
https://www.jobplacements.com/Jobs/B/Broker-Consultant-Admin-Inhouse-1250366-Job-Search-01-12-2026-04-18-06-AM.asp?sid=gumtree
7d
Job Placements
1
About the Role:At Fedgroup, we work closely with a strong broker network to deliver trusted financial solutions to our clients. Were looking for a Broker Consultant to help grow and strengthen this network while driving sales across our product offering.This role is ideal for a commercially minded, relationship-driven professional who enjoys networking, understands financial products, and is motivated by achieving clear sales targets. Youll play a key role in expanding our broker footprint and supporting brokers to succeed in a competitive market.What Youll Be Working On:Youll focus on identifying and onboarding new broker partners, building long-term relationships, and driving sales growth. This includes educating brokers on products and enhancements, keeping them informed of updates, supporting them with training, and identifying opportunities for tailored solutions.Youll also stay close to market and industry trends, track sales performance, and provide regular feedback and insights to support ongoing product and strategy development.What Youll Bring:Proven experience in sales, ideally within the financial services sectorStrong understanding of financial products, market trends, and South African regulatory requirementsExcellent communication, relationship-building, and negotiation skillsA results-driven mindset with a track record of meeting or exceeding targetsSelf-motivation with the ability to work independently and collaborativelyQualifications:Bachelors degree in Finance, Economics, Business, or a related field (preferred)RE 5 (required)Why Join Fedgroup:Build and grow meaningful broker relationshipsRepresent a trusted and established financial services brandPlay a visible role in driving sales and distribution growthWork in a dynamic, relationship-focused environment
https://www.jobplacements.com/Jobs/B/Broker-Consultant-Johannesburg-1252925-Job-Search-1-18-2026-6-10-54-AM.asp?sid=gumtree
1d
Job Placements
1
ENVIRONMENT:A dynamic Micro Insurer is seeking a Broker Consultant who will provide high-level administrative support to the Sales Support Department. Excellent MS Office knowledge and attention to detail is a requirement to successfully fulfil this role. You will capture Broker information on the in-house system, coordinate Broker applications, and assist in the resolutions of escalations while performing quality checks on documents and processes. Applicants will need Grade 12/Matric or equivalent and preferably an Administration-related qualification with 3-5 years’ experience in the Financial Industry, Long Term/Funeral insurance and administrator for Brokers. DUTIES:Capture Broker information on internal system.Assist in compiling all documentation for Broker applications.Follow-up with Brokers to obtain outstanding documentation.Address enquiries from Brokers.Assist in resolving escalations.Coordinate with other departments or teams.Maintain strong relationships with both internal departments and external Brokers.Perform quality checks on documents and processes.Maintain high standards of accuracy, compliance and efficiency.Identify areas for process improvement and contribute to the implementation of new procedures.Provide company administrative support to Brokers.Prepare reports, managing client information, and assisting with communication.Maintain efficient filing and document control systems.Manage service-related calls and tracking progress.Assist in preparing reports.Manage correspondence and prioritize tasks. REQUIREMENTS:Qualifications -Grade 12 or similar qualification essential.Administration qualification is preferred and/or relevant experience. Experience/Skills -Excellent written and verbal communication in English is required.Additional Language(s) will be advantageous.At least 3 – 5 years’ experience in the Financial Industry, Long Term/Funeral insurance and administrator for Brokers.Strong administration and presentation skills.Experience with MS Office, intermediate Excel, Word and Outlook are required. ATTRIBUTES:Ability to work with detail and a high level of accuracy.Must be able to multitask.Able to maintain confidentiality.Ability to type quickly and accurately.Strong ability to effectively communicate with colleagues, other departments and management.Have good time management, deliver results and meet deadlines.Be self-motivated, work independently and as part of a team.
https://www.jobplacements.com/Jobs/B/Broker-Consultant-CPT-1252846-Job-Search-01-17-2026-02-00-15-AM.asp?sid=gumtree
2d
Job Placements
1
KEY COMPETENCIES - Strong people Skills - Innovative thinking - Strong networking skills - Critical thinking skills. - Time management - Be deadline driven. - Professionalism - Attention to detail. - Analytical Thinker QUALIFICATIONS AND EXPERIENCE Qualifications - Matric (Must) and Diploma Property Management. - Ideal: Paddocks courses in body corporates and homeowners associations. - Legal: Understanding the sectional title management act and respective homeowner`s constitutions, memorandums of incorporation and articles of association. - Must be proficient in WeconnectU and Excel Experience - Min: 1-3 years Residential / Estate management experience. - Ideal: 1-3 Property management experience at reputable companies. PURPOSE OF JOB To assist with the running of the Estates client properties portfolio. This position entails being a face of the Estate to the clients, and the management of this relationship is of paramount importance. KPA KPI KEY WORK OUTPUTS AND ACCOUNTABILITIES Managing the e-mail requests by: - Reviewing and assessing mails in terms of requirements and issues. - Attending to requirements and issues raised in the mails or assigning mails to relevant staff which will have the required skills to deal with these matters. - Monitoring the resolution of the matters raised above. - Attending to mails at first level and closing the matters. - Reports to the National Manager. Preparation of the AGM by: - Ensuring that all requirements are dealt with to have a legally constituted meeting. - Ensuring proper and correct minutes of the meeting are taken or that the meeting is recorded if given permission by all attendees. - Attending the Annual General Meeting. - Distributing Notice pack via e-mail, hand delivery or posting to trustees. Preparing Insurance schedules by: - Consulting with Insurance brokers that the annual insurance policy is renewed and updated. - Ensuring the annual fire equipment service is done and the COC sent to the brokers. - Consult with the brokers appointed on all claims till finalisation. - Dispatching service providers if required for repairs if not sent by the brokers. - Ensuring that an individual building is done every three years as per the STMA. - Consulting with Accountant to get Latest audited financials. Obtaining Audited financial statements by: - Ensuring all the necessary information regarding the audit is sent to the auditors timeously or downloaded by the auditors from the portal. - Ensuring draft is sent to all trustees/director
https://www.jobplacements.com/Jobs/P/Property-Relationship-Manager-1200751-Job-Search-07-07-2025-04-18-10-AM.asp?sid=gumtree
6mo
Job Placements
1
The successful candidate will have to negotiate sales deals and rates with customers as well as suppliers, meet budget and margin targets while proactively communicating with suppliers to transport goods effectively and efficiently to customers. An in depth knowledge of the road transport industry is required, and an existing customer book would be beneficial.Responsibilities:Building and maintaining relationships with new and existing clients, including regular visits.Negotiating new contracts.Negotiate transport rates with clients and transporters.Manage volumes allocated to the company.Understand the running cost of a vehicle to determine CPKs.Analyse commodity trends and adapt to market fluctuations.Keep track of the daily and monthly budgets.Adding new clients and transporters to our existingMaintain established admin procedures.Develop relationship with current transport, clients and truck drivers.Follow up with transporters to determine accurate ETAs and trucks.Good communication with clients keeping them informed about status of the cargo.Build good relationships with loading and off-loading points. Identify key role players at loading and off-loading points.Weekly planning and forecasting of truck movements.Build client relations and support drivers at loading and off-loading points.Experience and Qualifications:At least 2 -4 years experience in a similar role within the transport industry.Preferably someone with a relevant qualification (degree or diploma).In this role, you will be responsible to identifying and contacting prospective customers and suppliers.Negotiate sales deals and rates with customers as well as suppliers.Meet budget and margin targets while proactively communicating with suppliers to transport goods effectively and efficiently to customers
https://www.jobplacements.com/Jobs/T/Transport-Broker-Logistics-Consultant-1251597-Job-Search-01-14-2026-10-00-08-AM.asp?sid=gumtree
4d
Job Placements
1
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering.Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistantsRequirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialExcellent understanding and navigation of our clients systemProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/A/Advisor-Liaison-Consultant-Retail-Investments-1250181-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
7d
Job Placements
1
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Requirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialExcellent understanding and navigation of our clients systemProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/A/Advisor-Liaison-Consultant-Retail-Investments-09-m-1250180-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
7d
Job Placements
1
The client liaison team is responsible for the servicing of the Financial Advisor Offices with any matter relating to our clients’ products, processes, transactions, web services as well as general queries regarding their client’s investments. Our client advocates excellent client service and strives to be the number one service provider in industry. They promote an innovative and entrepreneurial culture and appreciate the manifestation of these initiatives within their service offering. Responsibilities:Manage flow of work items (Instructions, queries, requests)Resolve rejections via email or telephonicManage exceptions of internal and external stakeholderLog and resolve queries. Be able to give feedback on relevant queries as and when neededManage all inbound calls from IFA’s, their assistants, and administration officeWork collaboratively with IFA’s and all relevant stakeholdersSubmit, track, and give feedback on any instructions to Advisors and Advisor AssistantsMaintain agreed upon turnaround times on all administrative tasksAttend regular team meetingsUnderstand the changing servicing needs of AdvisorsBe able to build strong relationships with internal and external stakeholdersAlways be supportive in offering assistance to the brokers/broker assistants and able to train their assistants Requirements:Minimum 3 – 5 years relevant industry experienceA business focused degreeRPE/CFA/CFP will be advantageousMatric qualification having passed both core Mathematics and EnglishMinimum 18 months experience and strong technical knowledge of Linked Products, Local Unit Trusts and Offshore Funds is essentialProficient in Microsoft Office PackageExcellent business writing skillsBusiness Afrikaans (reading, writing, and speaking) will be an advantage Competencies:The ability to build and maintain meaningful relationshipsDriven by resultsRecognise that the engine of career growth is driven by the individualAbility to analyse, interpret and assimilate information
https://www.jobplacements.com/Jobs/N/National-Advisor-Support-Consultant--09-month-Fix-1250178-Job-Search-01-12-2026-02-00-15-AM.asp?sid=gumtree
7d
Job Placements
1
A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal/external clients/brokers with regard to new business, switches, redemptions, deceased estates, transfers and queries for all Domestic Unit Trusts, Offshore Mutual Funds, Individual Retirement Products & Endowment productsThe responsibilities will include, but not be limited in anyway to:- Ensuring an excellent quality of service is given to clients at all times Online accounts verification and activation Build and establish relationships at all levels with internal departments, so as to ensure that timeous resolutions are found to any problems that might arise To provide support to the correspondence and walk-in-centre teams as and when required Completing administrative and repetitive tasks in keeping accurate, detailed stats of all queries and correspondence Identifying and proposing solutions to process and service related failures To supply marketing material via various Media forms to all interested parties Database updates and information maintenanceQualifications and experience which are Non Neg. Relevant business degree or studying towards NOT NEG Matric/Grade 12 6 months contact centre experience/client services experience Excellent verbal and written communication skills (good voice and good diction) Be multilingual ITC/CRIM Clear Computer LiterateThe importance of this role is that the candidate should possess all of the following skills. Self Control, Initiative, Analytical Thinking, Professionalism, Administration Skills Friendly and diplomatic nature with a passion for people Maturity to speak confidently with intermediaries and clients Have an aptitude to learn different products Posses the highest standards of personal integrity and the ability to maintain confidentiality Cope with shifting priorities Ensure conformity with processes and rules Organised and self-disciplined Enjoys working in a team environment. Numeric and Verbal Ability Quality Focus (Attention to detail and Accuracy) Adaptability, Stress tolerance Ability to deal with complexity of different types of calls and clients Ability to prioritise and function positively under pressure Accept accountability and take responsibility for tasks done Ability to relate to others
https://www.jobplacements.com/Jobs/I/Investment-Service-Consultant-1249359-Job-Search-1-8-2026-6-25-46-AM.asp?sid=gumtree
11d
Job Placements
1
1
An established company within the financial sector is seeking to hire a highly skilled and experienced Paraplanner to join their team. This is an excellent opportunity for an individual with strong analytical skills and the ability to liaise with stakeohlders. Education:A financial qualification is essential (e.g. B Com finance, accounting, investment management);A Post Graduate diploma in Financial Planning (CFP) would be advantageous;An Advanced diploma in Estate Planning would be advantageous.Experience Required:More than 1 year Estate Planning experienceKnowledge:Proficiency in Microsoft Windows, with advanced skills in Excel;Experience with Elite Wealth.Skills:Proficient in English and Afrikaans;Excellent report writing skills (written communication skills);Attention to detail / accuracy;Analytical / technical will enable you to execute the following duties:Responsibilities:Consolidate and summarize all policies and investments.Prepare required financial calculations.Highlight the tax implications in the event of death or on risk benefits.Prepare comprehensive estate and risk analyses.Identify appropriate investment vehicles and structures to minimize estate duty.Assess the clients capital and income needs in the event of death, disability, severe illness, or retirement.Determine potential capital and income shortfalls.Analyse the clients estate and current investments, and recommend suitable investment vehicles.People:Liaise closely with all stakeholders (i.e. Wealth Planners / Financial Advisors, External brokers, Investment Consultants from Life and Asset Management Companies)Administration:Advise Wealth Planners on investment options and tax implications at death.Draft reports, including tax implications, calculations, estate plans, and annexures as instructed by the Wealth Planner.Provide additional assistance to Wealth Planners after the presentation of reports, when necessary.Recommend suitable products and investment structures.Monitor and track relevant legislation applicable to estate planning.Prepare ad hoc risk cover reports when requested by the Wealth Planner.Process:3 Business days lead time in preparation of investment reports / proposals for Financial Advisors
https://www.jobplacements.com/Jobs/P/PARAPLANNER-PRETORIA-1252996-Job-Search-1-19-2026-2-39-19-AM.asp?sid=gumtree
13h
Job Placements
1
The position will suit a self-starter with an outgoing personality and mature attitude who can communicate confidently at all levels. The ideal candidate must currently be active in the corporate industry. We offer industry leading company benefits, a competitive basic salary, and large commission earning potential. Job Description:Identify opportunities and generate sales in the corporate sector (SMME and Large commercial customers).Strong cold-calling capabilities and perseverance to continuously fill a pipeline.Maximise sales opportunities:Achieve monthly, quarterly, and annual installation and revenue targets.New Business focussed, identify and prospect new customers and markets.Work with other sales channels within company (dealer, broker, and fitment centre) to maximise sales opportunities.Maintain, manage, and grow penetration into an existing customer database.Provide excellent service and support to both existing and prospective customers.Manage and action leads received from internal and external partners within timeframes determined by management.Maintain Industry, Product, and technical knowledge as determined by management which is measured through regular assessments.Presentations to all levels including senior/executive management.Accomplish expected activity levels determined by management.All administrative functions required of the role, including preparation and submission of quotations and reporting to management. Minimum Requirements:At least 5 years sales experience in the Corporate/Business/Automotive markets.Completion of recognized formal sales training courses or relevant experience.Computer literate: MS-Office Suite.Excellent presentation and negotiation skills.Excellent communication, organizational and time management skills.Customer and service orientated.Proven track record of sales target achievement.Self-motivated, solution driven and passionate about sales.Valid Drivers License.
https://www.jobplacements.com/Jobs/B/Business-Sales-Consultant--Rustenburg-1200224-Job-Search-7-4-2025-5-07-30-AM.asp?sid=gumtree
7mo
Job Placements
1
1
Role: Broker Consultant Category: Insurance Location: Cape TownSalary: R 300 000 - R 420 000 Per AnnumAre you a passionate Broker Consultant looking to make a significant impact in the financial services industry? An esteemed financial services company partnered with a leading recruitment agency is seeking a talented individual like you to join their dynamic team. You will need to support and build relationships with financial advisers around the country with a focus on business development. You will need to put your analytical hat on to understand client needs and then leverage product knowledge and marketing skills to produce and present client solutions. Technical training, relationship management and marketing is also a key responsibility of the role. The company turns the traditional Broker Consultant model on its head by shifting the conversation from a product push to independently partnering with advisers, allowing them to deliver the highest value to their clients. Through our highly experienced consultants, advanced digital engagement, and excellentsupport; we are dramatically changing the lives of the independent financial adviser. Duties and Responsibilities: Compile quotes that meet client needs and provide relevant recommendations and insights.Assist with product accreditations.Provide advisers with key selling points to help them in converting business.Assess advisers business and client base to identify sales opportunities.Build and maintain adviser relationships.Objection handling.Technical product training.Handle and answer technical product queries. Key Performance: Establishing and building relationships.Creating and closing sales opportunities.Service levels (going above and beyond). Attributes: Honesty, integrity and respect.Positive,
https://www.jobplacements.com/Jobs/B/Broker-Consultant--Cape-Town-1196012-Job-Search-6-20-2025-3-39-04-AM.asp?sid=gumtree
7mo
Job Placements
1
Our client, with a national footprint, requires someone who can fulfil the position of Senior Wealth Assistant. Your:Formal Education:MatricNQF 5 & 6 would be advantageous (In Wealth Management)Experience:5+ years experience in the investment financial services industry is essential3+ Experience in the broker support environment is essentialCompetencies:Proficient in English and Afrikaans (read, write, speak)Competent on service providers website functionalities (Investment and risk service providers)Service provider products (Investment and risk platforms)will enable you to:Processing new business for new and existing clients:Ensure all documentation and information is prepared in accordance to company policiesFollow up on outstanding/incomplete client business and consult with/remind the Wealth Manager/AdvisorHandling of retirement claims, mainly focusing on Public sector funds.Section 14 & Section 37 transfersAssist with Whole Life Cover, Keyman Insurance and Buy and Sell Insurance applications.Facilitate the Transfer from Living Annuity to Life Annuity processServicing of existing clients:Assist with the review of clients Wills in consultation with the Wealth Manager/AdvisorMake payments on behalf of clients through the Investec corporate saver accountAttend to client complaints and enquiries in consultation with Wealth Manager/AdvisorGeneral Administration:Ensure that client documentation is in compliance with FICA & FAIS legislationRecording of client interaction and updating of client records upon completion of interactionMaintain client record and database according to company policiesAttend to Death Claim processes and documentationCorrect and timeous completion and submission of Fee Forms as well as all internal documentation as per company policyAssistance with Wealth Special Projects on ad-hoc basisActively building relationships with clients via telephone, in person and via email.Proactively managing tasks and ensure that all instructions are attended to in an efficient way.
https://www.jobplacements.com/Jobs/S/SENIOR-WEALTH-ASSISTANT-1203407-Job-Search-7-16-2025-2-24-49-AM.asp?sid=gumtree
6mo
Job Placements
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