2,062 Experienced Consultant jobs in South Africa

Job Description,
To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

,
Requirements
,

Education

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role

Knowledge And Skills

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package skills
• Sales negotiation skills

,
Duties and Responsibilities
,

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity

To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

Education:

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience:

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role

Knowledge and Skills:

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package, particularly Internet, Outlook and Excel.
• Sales negotiation skills

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies:

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity
• Presentation skills
• Time management skills

To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

Education:

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience:

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role

Knowledge and Skills:

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package skills
• Sales negotiation skills

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies:

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity

Key Purpose

Boost product sales through relationship-building, outstanding service, and technical know-how.

Areas of responsibility may include but not limited to

All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

• Developing and maintaining broker relationships
• Review New business pipeline, follow-up and tracking
• Assist with comparison quotes, proposals and new business quotes.
• Technical training of and ongoing product support to Financial Advisors and support staff on all required platforms.
• Monitoring and managing production figures, penetration, minimum criteria, rewards and recognition criteria.
• Dealing with queries and providing information on a range of sales and service issues
• Liaising with internal departments on processing issues
• Building relationships with internal departments to ensure superior service is offered to clients.
• General practice management
• Keeping up to date with competitor product and service offering and industry
• developments
• Participating in proactive sales and marketing initiatives

Competencies:

• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• Self -Disciplined
• Able to influence and negotiate
• Persuasiveness
• Build strong relationships
• Use own initiative
• Decisiveness

Education and Experience

Education

• Minimum: Business degree
• Beneficial: NQF5 in Wealth Management or Financial Planning
• RE5

Experience

• 2 years in client facing Insurance industry experience.
• Sound knowledge of Insurance products
• Beneficial: Knowledge of underwriting processes
• Broker consulting experience in an insurance company.
• Beneficial: An understanding of Financial Planning
• Knowledge of MS Office Suite

Other

• Valid drivers license
• Own insured transport
• Smart Phone
• Willingness to undertake business travel across South Africa

Job Description,
To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

,
Requirements
,

Education

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience

• At least 5 years' experience in the financial services or Life Assurance industry within a sales role

Knowledge And Skills

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package, particularly Internet, Outlook and Excel.
• Sales negotiation skills

,
Duties and Responsibilities
,

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity

To grow and manage a base of Life Assurance Intermediaries through strategic business development and relationship management. The role focuses on building strong, collaborative partnerships that drive long-term growth and engagement.

Education:

• LLB/Bachelors degree in Marketing, or related
• Certified Financial Planner (CFP) Certification (preferred)

Experience:

• At least 5 years' experience in the financial services or Life Assurance industry within a sales role

Knowledge and Skills:

• Intermediate knowledge of the Life Assurance or Financial Services Industry
• Knowledge (and skill) in how to successfully influence and persuade others by understanding how their individual needs and motivations link to goals (essential)
• MS Office package, particularly Internet, Outlook and Excel.
• Sales negotiation skills

• Recruit a panel of brokers to support the glu risk business
• Facilitate training, accreditation, and vesting of brokers on glu and PPS products and systems
• Conduct market research and execute strategic business plans
• Serve as a product specialist and assist in training PPS staff on glu products and processes
• Deliver presentations at worksites and on Technicon and university campuses to students and lecturers
• Co-manage a portfolio of PPS internal intermediaries until fully vested
• Recruit new agents focused on glu offerings
• Collaborate with PPS subsidiaries (PPS Investments and PPS Short-Term Insurance) to generate and convert leads
• Provide sales support to intermediaries by preparing quotes, benefit statements, and other relevant documentation
• Maintain consistent communication and feedback with advisers regarding intermediary operations
• Plan, organise, and manage engagements with intermediaries and their managers
• Drive continuous improvement in client service standards
• Ensure all business practices align with Treating Customers Fairly (TCF) principles

Competencies:

• Effective Communication
• Business Acumen
• Client Focus
• Relationship Building
• Strategic Orientation
• Results Orientation
• Planning and Organising
• Ethics and Integrity

Discovery
Sales and Distribution
Business/Broker Consultant - Mpumalanga
*About Discovery *
Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose
Increase the sales of the product range through building relationships, superior client service and technical knowledge

Areas of responsibility may include but not limited to

• Increase the sales of the product range through building relationships, superior client service and technical knowledge.
• Developing and maintaining broker relationships.
• Review new business pipeline, follow-up and tracking.
• Issuing of quotations.
• Technical training of and ongoing product support to financial advisor.
• Dealing with queries and providing information on a range of sales and service issues.
• Liasing with internal departments on processing issues.
• Building relationships with internal departments to ensure superior service is offering to clients.
• Keeping up-to-date with competitor product and service offering and industry developments.
• Participating in proactive sales and marketing initiatives

Key Responsibilities

• Developing and maintaining broker relationships
• Review new business pipeline, follow-up and tracking
• Issuing of quotations
• Dealing with queries and providing information on a range of sales and service issues
• Liasing with internal departments to ensure superior service is offered to clients
• Keeping up-to-date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Personal Attributes And Skills

• Own insured transport, cellphone and drivers license
• Willingness to undertake business travel across South Africa
• Assertiveness
• Self-confidence
• Honest and ethical
• Resilience
• Perseverance
• Able to manage stressful situations
• Results driven
• Ability to work independently without supervision
• Self-Disciplined
• Able to influence and negotiate
• Persuasive
• Able to manage stress and stressful situations
• Results driven
• Ability to work independently without supervision
• Self-Discipline
• Able to influence and negotiate
• Persuasive
• Build strong relationships
• Use own initiative
• Decisiveness

Education And Experience

• NQF5 in Wealth Management of Financial Planning
• RE5 (Advantageous)
• Knowledge of underwriting process
• Broker consulting experience in the financial services industry
• An understanding of financial planning
• Knowledge of MS Office Suite

EMPLOYMENT EQUITY

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.

Discovery – Sales and Distribution -Corporate Health
*Senior Business Consultant
About Discovery *
Discovery's core purpose is to make people healthier and to enhance and protect their lives. We seek out and invest in exceptional individuals who understand and support our core purpose, and whose own values align with those of Discovery. Our fast-paced and dynamic environment enables smart, self-driven people to be their best. As global thought leaders, Discovery is passionate about innovating in order to not only achieve financial success, but to ignite positive and meaningful change within our society.

Key Purpose of the role
T he Senior Business consultant will be responsible for increasing the sales of the product range through building relationships, superior client service and technical knowledge .

Areas of responsibility may include but not limited to

• Drive and implement strategic new business initiatives with intermediaries and employers.
• Increased Discovery Health product sales through building relationships, superior client service and technical expertise.
• Participate in proactive sales and marketing initiatives
• Industry, competitor and product expert.
• In depth strategic reporting support.
• Create strategic business partnerships with multiple intermediary stakeholders.
• Build and maintain strategic relationships at Exco and Board level.
• Relationship building with internal and external stakeholders.
• Project management of complex, new business implementations from end to end.
• Intermediary reporting and trend analysis.
• Consistently deliver Discovery Health value proposition.
• Escalated query resolution and troubleshooting.
• Increase the sales through building relationships, superior client service and technical knowledge
• Review new business pipeline, follow-up and tracking
• Technical training and ongoing product support to financial advisors.
• Keep up-to-date with competitor product, service offering and industry developments

Personal Attributes And Skills

• Ability to work under pressure
• Exceptional attention to detail
• Time and project management skills
• Above average ability to multi-task on multiple projects without compromising deliverables
• Ability to convert technical information to audience appropriate communication
• Influence and persuasion skills aligned to project deliverables
• Sound knowledge of Sales trends
• Excellent understanding of branding
• Knowledge of various communication channels
• Self-motivated and self-disciplined, with the ability to build strong relationships with a variety of stakeholders across business.
• Proficient in MS Office suite
• Takes initiative and works under own direction
• Ability to manage time effectively and efficiently and have a sense of urgency.
• Responds quickly to the needs of the client and to their reactions and feedback

Education And Experience
Essential:

• Matric

Advantageous

• NQF5 in Wealth Management of Financial Planning (FAIS Credits)
• RE5
• Business degree/ Diploma

Experience

• Minimum of 3- 5 years sound medical scheme environment knowledge and experience
• Broker consulting experience in the financial services industry
• An understanding of financial planning
• Knowledge of MS Office Suite

EMPLOYMENT EQUITY

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.

Job Description

To drive the growth of the business in partnership with Private Advisors, by delivering on strategy, project manage various business development activities and initiatives, and ensure delivery of the portfolio's key objectives. Critical outputs of the role is to identify leads, support campaigns and build relationships within assigned regions.

Hello Future Business Management Consultant,

Welcome to FNB, the home of the #changeables. We design for the shapeshifters and deliver products and services that make us incredibly proud of people that make it happen.

As part of our team, you will be surrounded by unique talents, diverse minds, and an adaptable environment that lives up to the promise of staying curious. Now's the time to imagine your potential in a team where experts come together and ignite effective change.

Are you someone who can:

• Provide product training and field most Independent Financial Advisor queries due to your in-depth understanding of Investments, Insure and other First Rand products.
• Ensure Independent Financial Advisors are kept abreast of latest product and policy enhancements, changes, and offerings.
• Proactively seek sales opportunities.
• Deliver exceptional service that exceeds customers' expectations through proactive, innovative and appropriate service and solutions to the Independent Financial Advisor.
• Assist Independent Financial Advisor's to expand their value proposition and grow their respective business.
• Render administrative support to the Independent Financial Advisors, which includes but not limited to processing and servicing requests and quotations, for timely turnaround.
• Facilitate interaction between Independent Financial Advisors and Product Specialist on more technical requests.
• Keep up to date with competitor products, services and industry trends

You will be an ideal candidate if you have:

• Bachelor's degree in commerce or related field essential
• RE 5 would be beneficial
• At least 3 to 5 years of Broker Consulting experience within the Independent Financial Advisor and Investments space

• 3 years of experience in Life Assurance

• Relevant Class of Business training.

• Experience in and working with Group Risk, Individual Life and Investment products.
• An affinity for sales, are highly motivated and client centric.
• Have good attention to detail.
• Are curious, innovative and willing to learn.
• Willing to travel locally.

You will have access to:

• Opportunities to network and collaborate
• A challenging working environment that is progressive and agile
• Opportunities to innovate where initiative is taken and owned end to end

We can be a match if you are:

• Adaptable and curious
• Analyze complex data sets
• Thrive in a collaborative environment

Apply now if you are interested in taking the next step. We look forward to engaging with you

All appointments will be made in line with FirstRand Group's Employment Equity plan. The bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.

Job Details

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

21/10/25

All appointments will be made in line with FirstRand Group's Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.