Broker Consultant | Dealership Networks
You will be responsible for conducting relevant analysis to provide insights, themes and trends to provide
customer focused product solutions. Promote new and existing VAPS products
through engagement with the sales team to achieve set targets and grow
Grade 12/ SAQA Accredited Equivalent (Essential)
A relevant 3 year Business related degree / diploma (Advantageous); FAIS
recognized qualification (Advantageous); Regulatory Examination
(Advantageous); Class of Business Certification (Advantageous); STI
KI Regulatory Examination (Advantageous)
3 – 5 years account /product portfolio / partner management experience
(Essential); Relevant experience within the Financial Services Industry and
Marketing environment (Advantageous)
Monitor and assess sales and market data for a specific geographic region and
produce reports that will assist management in formulating strategy and
identifying areas in the market where business can be developed.
Conduct research using primary data sources and select information needed for
the analysis of key themes and trends.
Conduct product research and incorporate market insights to identify relevant
Insights and Reporting
Prepare and coordinate the completion of various data and analytics reports.
Interpret complex patterns and trends, and translate those insights into actionable recommendations.
Advise managers how to apply research conducted to amend product positioning
a wide variety of existing procedures and precedents.
of processes, procedures and precedents.
Customer Relationships Management
Develop and implement a relationship management plan for existing customer
accounts to identify and build relationships with relevant decision makers and
influencers within the customer organization and to enable effective two-way
flow of information and resolution of issues. Collect feedback from identified
customers or customer segments to ensure their needs are met, providing
themes, summary analyses, and recommendations for changes based on
policies and procedures and of relevant regulatory codes and codes of conduct,
and ensure own work adheres to required standards. Identify, within the sales
teams, patterns of non-compliance with the organization's policies and
procedures, and with relevant regulatory codes and codes of conduct, taking
appropriate action to report and resolve these and escalating issues as
operational management for the team. Maintain external accreditations and in-
depth understanding of current and emerging external regulation and industry
best practices through continuing professional development, attending
conferences, and reading specialist media.
regarding various milestones and deliverable.
manage client accounts in a way that provides benefits both for the organization
and its clients.
to help the organization by obtaining consensus between two or more internal or
external parties who may have different interests.
technical guidance when required on how to express ideas, request actions and
formulate plans or policies.
solutions independently and provide technical guidance when required.
achieve the best possible returns by planning and coordinating effective sales
campaigns and related initiatives.
plan, organize, prioritize and oversee activities to efficiently meet business
analyze data trends for use in reports to help guide decision making.
Work independently and provide technical guidance when required on how to
achieve full compliance with applicable rules and regulations in management
develop appropriate plans or perform necessary actions based on
recommendations and requirements.
use of standard office equipment and standard software packages and provide
technical guidance as needed.
Microsoft Office Suite; Internal Company Systems.