Watershed Consulting: Broker Consultant

Watershed Consulting


Great opportunity for a Broker Consultant to attract, engage and retain new business from Brokers to enhance channel profitability

Duties & Responsibilities


  • Develop and implement marketing plans that will outperform competitor strategies
  • Continuously analyze competitor strategies and ensure knowledge is current on competitor activity
  • Market the brand and its solutions to brokers to influence the sale of in-house products
  • Partner with and identify the needs of brokers
  • Negotiate with intermediaries regarding the level of business and servicing requirements
  • Promote solutions through marketing presentations and training
  • Establish and maintain business relationships in order to grow market share with existing brokers
  • Ensure the business’s processes and policies are adhered to in the management of relationships
  • Efficiently apply technology and update investment knowledge in the business
  • Prepare quotations, receive and check new business applications
  • Arrange premium payment facilities and open new facilities as required
  • Initiate and manage marketing drives to secure profitable, quality new business from brokers
  • Maintain productive levels with acceptable quality of business and manage the risk of such business
  • Manage administration related to missed payments, broker contract applications, after sales service, etc.
  • Deliver training to brokers to ensure their understanding of their products and services where necessary
  • Continuously monitor turnaround times and quality standards and resolve issues
  • Manage client query processes and ensure that queries are tracked, accurately resolved
  • Provide regular reports on delivery of services against agreed service standards and in terms of overall client targets
  • Provide authoritative, expertise and advice to clients and stakeholders
    Build and maintain relationships with clients and internal and external stakeholders
  • Make recommendations to improve client service and fair treatment of clients within area of responsibility
    Conduct client financial needs analysis in order to develop and implement a customized financial plan to achieve clients’ financial goals


Desired Experience & Qualification

  • Grade 12/NQF 4 equivalent qualification
  • FSB recognized qualification listed or credits (120 credits) pertaining to the date of first appointment in the industry
  • FAIS Representative Regulatory Exam Level 5 passed
    Valid driver’s license and own transport
    3 years’ experience as a Broker Consultant

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