Broker Consultant: George Life

Company AVBOB
Reference # BC / GRG
Published 13/09/2021
Contract Type Permanent
Salary Market Related
Location George, Western Cape, South Africa
The above-mentioned position exists at the George Office and will report to the Area Manager: WC Brokers. The incumbent
will be responsible to ensure the effective management of a team of Broker FSP’s and their Agents in order to achieve set
business objectives.
Job Functions Marketing
Industries Marketing
 Identify, recruit and increase the number of active high quality Broker FSP accounts.
 Assist, guide, check, and motivate appointment of new Broker FSP’s.
 Ensure that all new appointed Broker FSP’s and their agents are adequately trained.
 Manage, develop, train, assist, lead and maintain a motivated and high performance team of Brokers FSP’s, existing
or new, to achieve their maximum potential with professionalism.
 Ensure negotiated mutual agreed sales targets are set and reached through quality business.
 Follow up on all inquiries timeously, and keep a log of all contacts made with outcomes of those interactions.
 Ensure, monitor and advise Broker FSP teams on compliance with relevant legal and statutory requirements with
respect but not limited to FAIS/FICA/LTIA and other relevant legislation ensuring FISCA accepted financial and
insurance standards
 Identify and manage risks impacting Broker FSP’s timeously and address functional related problems as well as
 Manage communications - written (filing, faxing, email, etc.) and verbal (telephone, direct etc.) to internal and external
 Ensure the provision of support in connection with the preparation of documents and presentations for the AVBOB
Management and Administration Departments
 Assist, advise, guide and support Broker FSP’s with debit accounts to cancel any and all outstanding amounts.
 Build and maintain relationships with internal and external stakeholders.
 Identify training needs for the Broker FSP team/s and train new appointed Broker FSP’s & Agents on AVBOB products
and services as well as providing technical direction and guidance.
 Grade 12 certificate
 A suitable insurance industry entry long term insurance qualification within the requirements of the Financial Sector
Conduct Authority (FSCA).
 Comply with FAIS legislation for registration on Fit and Proper requirements:
o Applicants who entered the industry as follows:
 From years 2004-2007 requires 30 credits on NQF4 obtained by 31 December 2009
 From years 2008-2009 requires 30 credits or
 60 credits on NQF4 obtained by 31 December 2011 or
 Full FAIS recognized qualification obtained by 31 December 2013.
 All those appointed in the industry from the year 2010 onwards require a full FAIS recognized
 Clear ITC and criminal record
 RE5 Certificate
 RE1 Certificate will be an advantage
 Valid code 08 / B / EB driver’s license – unendorsed, own reliable transport and cell phone - regular traveling to all
areas and Broker FSP’s managed by you – non-negotiable
Job Closing Date 22/09/2021
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Last Updated: 30-6-2021 []
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