1,288 Ibp Consultant jobs in South Africa

Cape Town, South Africa | Posted on 03/04/2025

This role is for a business consultant that will focus on the Property industry, estate agents, and their clients, to move funds in and out of South Africa.

Minimum requirements for this opportunity:

Key Responsibilities:

1. Delivery of both annual and monthly sales targets in coordination with the company’s sales strategy to ensure sustainable growth and business development.
2. Lead and develop relationships with key clients to build long-term sales opportunities and an effective distribution network of regional contacts and influencers in the foreign exchange market.
3. Maintain, influence, and develop senior level relationships with all key FX Partners and introducing advisors for business development opportunities.
4. Develop and maintain a strong business pipeline for Regional Accounts and expand on activities.
5. Responsible for generating and closing a consistently high level of sales opportunities with clients by identifying needs, developing FX relationships, and providing appropriate FX solutions and services.
6. Assist Introducing Partners and Corporate Clients from the point of enquiry to trade completion by facilitating registration, gathering KYC documentation, and managing the client to the point of 'trade readiness.'

Core Competencies:

1. Adhering to good practice and ethical principles and values.
2. Demonstrates consistent usage of ethics and values; raises potential violations in others.
3. Delivering results and meeting customer expectations.
4. Modifies approach in the face of new demands; helps others (both internally and externally).
5. Supports change initiatives, adjusting their actions appropriately when presented with additional information.
6. Demonstrates ability to relate well to people at all levels.
7. Makes timely decisions and accepts accountability for own actions.
8. Comprehensive knowledge of FX sales, systems, and processes.
9. Provides an annual sales plan and monthly and quarterly updates, revisions, and modifications to the plan.

1. Must be target driven and able to work under pressure.
2. Fast learner.
3. Good communication skills (verbal & written) as well as excellent phone manner with an effective ability to cold call.
4. Bilingual English and Afrikaans would be advantageous.
5. Committed to targets and deadlines.
6. Willing to go the extra mile.
7. Must have a very high level of motivation and commitment.
8. Team player willing to work within a small team.
9. Open, friendly, and approachable with excellent interpersonal skills.
10. Self-starter with initiative.
11. Organized with excellent diary and time management skills.
12. Neat, tidy, presentable, and professional in appearance and manner.
13. Display gravitas, emotional maturity, and confidence to influence, persuade, and lead at all levels.

Qualification:

1. Qualifications – Matric + regulatory exams (RE) + FAIS compliance.
2. A relevant business/legal qualification could be helpful.

Experience:

1. Sales experience in the financial services industry would be advantageous.
2. Entrepreneurial experience would be advantageous.

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

Job Description,
Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.

Responsible to work with and through others to build and maintain relationships.

,
Requirements
,

Formal Qualifications

• Matric
• A three years national diploma/NQF 5 related qualification
• CFP/LLB/Marketing degree would be advantageous

Experience

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role with a proven track record.

Knowledge

• 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 is essential.
• MS Office package, particularly Internet, Outlook and Excel.

,
Duties and Responsibilities
,

• Recruit a panel of brokers that will support Gemini risk business
• Train/accredit and vest the panel on Gemini and PPS products and systems
• Do market research and implement business plans
• Be the product specialists and assist to train PPS staff on Gemini products and processes
• Do worksite presentations
• Do student/ Lecturer presentations on Technicon and University campuses
• Co-manage a portfolio of PPS Internal Intermediaries until vested
• Recruit new Gemini focussed agents
• Work closely with subsidiaries (PPSI and STI) to generate leads
• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
• Constant communication and feedback to advisers relating to all aspects of the intermediaries' operations
• To plan, organise and control liaisons with intermediaries and their managers
• To ensure continuous improvement of service standards to clients
• To ensure alignment to treating customers fairly (TCF) in all business practices.

Interpersonal And Intrapersonal Skills

• Sales negotiation skills
• Strong communication skills
• Customer Focused
• Resilient
• Results Driven
• Relationship building skills
• Presentation skills
• Time management skills

We're Hiring – Business Consultant (Centric PLM)

We're looking for a
Business Consultant
to join our team in
South Africa
and deliver
Centric Software PLM
projects across the
Food & Beverage
and
Cosmetics
industries.

If you have experience in
project implementation
and a strong understanding of industry-specific processes (formulation, compliance, quality, labelling), this is a great opportunity to work with global customers and streamline product development and regulatory processes.

What you'll do:

Lead PLM implementations using Centric's agile approach

Analyse client processes & configure PLM solutions

Support compliance with food safety and cosmetic regulations

Deliver training & change management for client teams

What we're looking for:

Software consulting/implementation (PLM/ERP) a plus

3-5+ years Solid knowledge of Food & Beverage or Cosmetics product development & compliance

Strong communication & stakeholder management skills

Project management or Agile certification preferred

Interested? Apply via in DMs or to request more info.

#CentricSoftware #PLM #BusinessConsultant #PLMImplementation #FoodAndBeverage #CosmeticsIndustry #FMCG #FormulatedProducts #SouthAfricaJobs #HiringNow #ConsultingCareers #TechJobs #DigitalTransformation

Reporting to the Area Business Manager, the Broker Consultant role will be responsible for business development and relationship management within a base of Life Assurance Intermediaries with the intention to grow this base.

Responsible to work with and through others to build and maintain relationships.

Formal Qualifications

• Matric
• A three years national diploma/NQF 5 related qualification
• CFP/LLB/Marketing degree would be advantageous

Experience

• At least 5 years' experience in the financial services or Life Assurance industry in a sales role with a proven track record.

Knowledge

• 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 is essential.
• MS Office package, particularly Internet, Outlook and Excel.

• Recruit a panel of brokers that will support Gemini risk business
• Train/accredit and vest the panel on Gemini and PPS products and systems
• Do market research and implement business plans
• Be the product specialists and assist to train PPS staff on Gemini products and processes
• Do worksite presentations
• Do student/ Lecturer presentations on Technicon and University campuses
• Co-manage a portfolio of PPS Internal Intermediaries until vested
• Recruit new Gemini focussed agents
• Work closely with subsidiaries (PPSI and STI) to generate leads
• To support and service intermediaries in their sales efforts by preparing quotes, statement of benefits and all other relevant supporting information
• Constant communication and feedback to advisers relating to all aspects of the intermediaries' operations
• To plan, organise and control liaisons with intermediaries and their managers
• To ensure continuous improvement of service standards to clients
• To ensure alignment to treating customers fairly (TCF) in all business practices.

Interpersonal and Intrapersonal Skills

• Sales negotiation skills
• Strong communication skills
• Customer Focused
• Resilient
• Results Driven
• Relationship building skills
• Presentation skills
• Time management skills

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.

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 & Distribution
Business/Broker Consultant - Klerksdorp
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
All work must be done accurately, comprehensively and in-line with set quality standards and timelines.

• Increased Discovery Health product sales through building relationships, superior client service and technical expertise
• Create strategic business partnerships with multiple intermediary stakeholders.
• Relationship building with internal and external stakeholders.
• Project management of new business process, from end to end.
• Intermediary reporting and trend analysis.
• Consistently deliver Discovery Health value proposition.
• Escalated query resolution and troubleshooting
• Increase the sales of the product range through building relationships, superior client service and technical knowledge.
• Review new business pipeline, follow-up, and tracking.
• Issuing of quotations
• Technical training and ongoing product support to financial advisors.
• Keeping up to date with competitor product and service offering and industry developments
• Participating in proactive sales and marketing initiatives

Personal Attributes And Skills

• Logical, analytical problem-solving ability.
• Excellent interpersonal skills.
• Excellent verbal and written communication skills.
• Ability to work independently.
• Ability to take accountability, responsibility, and ownership.
• Able to take initiative and exercise sound judgment and decision making.
• Ability to work in a highly pressurized, target oriented environment.
• Ability to deal positively with change and uncertainty.
• Strong business acumen.
• Strong sales and persuasive skills.
• Strong quality orientation.
• Good organizational skills.
• Proactive, self-motivated.
• Able to identify, nurture and develop talent.
• Customer oriented.
• Ability to meet deadlines timeously

Qualifications
Education and Experience

• 3-5 years medical scheme industry experience (required)
• Business degree (advantageous)
• RE5 (preferable)
• NQF5 in Wealth Management of Financial Planning / 120 FAIS credits (preferable)
• Knowledge of MS Office Suite
• Sales experience (advantageous)
• Knowledge of MS Office Suite
• Business degree (advantageous)
• Relevant financial services industry experience is advantageous

Experience

• Relevant financial services industry experience is advantageous.
• Sound health industry experience
• Adviser consulting experience in the financial services industry
• An understanding of financial planning

Requirements

• Valid drivers licence and insured and reliable car
• Smart-phone
• Willingness to travel

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.