Business Management Consultant / Broker Consultant

Job Description

To be the primary relationship holder, with the requirement to develop and maintain enduring relationships.

To provide product training and field most queries due to your in-depth understanding of Investments, Insure and other First Rand products.

Hello Future Business Management Consultant

At FNB we believe that meaningful relationships are driven by professional Business Management Consultants / Broker Consultants who thrives on building continued trusted partnerships with Independent Financial Advisors (IFAs), who are passionate about helping them grow their businesses through innovative financial solutions and exceptional service.

We're passionate about creating opportunities for talented individuals who challenge convention and drive meaningful change. Join a team where innovation, collaboration, and growth go hand in hand.

If you thrive on building partnerships, identifying opportunities, and delivering value, this could be the opportunity for you.

n this role, you will:

Build and strengthen relationships with Independent Financial Advisors.

Drive awareness and adoption of FNB Life, Investments, and broader FirstRand solutions.

Marketing and developing Life and Investment service offerings to existing IFA portfolio and in time bring additional IFAs onboard.

Provide product guidance, support, and training to advisors.

Identify and pursue business development opportunities to support sales growth.

Deliver exceptional service and solutions that exceed advisor expectations to IFAs.

Facilitate collaboration between advisors and product specialists on complex requirements.

Stay informed on industry developments, competitor activity, and product enhancements.

• Key Skills
• IFA Relationship Management
• Financial Services & Long-Term Risk Insurance
• Adviser Distribution
• Business Development
• Relationship Management
• Sales & Negotiation
• Product Presentations & Training
• Product & Quote Analysis
• Underwriting Engagement
• Knowledge of Group Risk, Individual Life, and Investment products
• Strong relationship-building and communication skills
• Commercial and sales acumen
• Client-centric approach
• Strong attention to detail
• Curiosity, adaptability, and a willingness to learn
• Willingness to travel locally
• Technical understanding of the advisor process in the insurance industry
• Minimum Requirements
• Matric
• NQF 5 qualification
• 3 to 5 years Broker Consulting experience within the Investments and IFA environment
• 3+ years Life Assurance experience