Alexander Forbes Group Job Vacancy as Broker Consultant - KZN 2022: Available Opportunity for Grade 12


Recruiter: Alexander Forbes Group

AA/EE: Not Applicable

Contract: Permanent

Location: Kwazulu Natal

Available: ASAP

Category: Banking / Finance And Investment

Offer: Market Related

Job Specification...

Careers - Broker Consultant (Employee Benefits) - KZN...

Key Perfomance Areas.

  • Fund Installation - New Business Process

Complete New Employer Application form with all relevant documentation

Draft Follow up with legal so that special rules of Funds are drafted, signed by Principal Officer and Trustees and submitted to the FSB.

Receive MANCO Investment Choice from Broker (if applicable)

Check and authorize scheme analysis from the Installation Team

Provide Monthly Report on New Business and Fund Installation outcomes through CRM

  • Section 14 transfer process (Monitoring & Training).

Train Brokers on the Section 14 transfer process, FSB requirements on Section 14

Advise Brokers on Section 14 requirements

Provide Brokers with standard FSB Requirements template for member communication.

Liaise with Brokers and or Tranferer/ee regarding FSB queries from the Section 14 Admin Team

Liaise with brokers and or Transferer/ee to get required outstanding information for Section 14 transfers

Checking all section 14 applications from brokers/ transferor funds before submitting to Section 14 Admin Team for submission to FSB

Provide Monthly Reports of incoming and outgoing assets

Provide Monthly Lost business report

Provide Monthly new business reports

  • Support Broker Portfolios

Provide New business quotes for new clients, AF Life and Binder Options

Handle and resolve Broker queries

Handle and resolve Client queries

New Business and retention targets on an individual and team level

Manage and maintain key relationships

  • Build trust

Attend Adhoc client management committee meetings

Attend Internal meetings and other broker or client engagement sessions and functions

Liaising with internal departments to ensure resolution of issues raised by brokers

Conduct Member Information Sessions where required

Identification of threats to, and opportunities for increasing broker support

Providing feedback to business regarding ways to develop product and service offering

Participating in pro-active marketing and sales initiatives

  • TCF

Ensures that TCF is understood and practiced. Draws on TCF management information (and potentially contributes towards the input thereof) to monitor progress in TCF and address short-comings

Keeps abreast of latest TCF information and guidelines


Applications for (Alexander Forbes Group Job Vacancy as Broker Consultant - KZN 2022: Available Opportunity for Grade 12) must be submitted before the closing date on 21 March 2022

Please really application attention to the completeness of the application that will be sent to the selection committee is complete according to the requirements that have been set, in order to allow candidates to get the opportunity with what was expected.


How To Apply: (Alexander Forbes Group Job Vacancy as Broker Consultant - KZN 2022: Available Opportunity for Grade 12

It is recommended for those of you who want to register to really application attention to the requirements that have been determined, in order to get a better chance.



We are looking for a Broker Consultant to ensure the day to day servicing of intermediated Employee Benefits clients and their advisers. Initiating and building on Broker relationships. Driving new business through a determined servicing culture. Taking end to end responsibility for a growing portfolio of financial advisers and their Employee Benefits clients.

Minimum Requirements...

  • Careers - Broker Consultant (Employee Benefits) - KZN...

Education and Experience

  • Minimum Grade twelve (12) with Mathematics and Accounting
  • Three year tertiary Qualification in Financial Management would be an added advantage
  • Six (6) to Eight (8) years working experience in a financial services background
  • Employee Benefits and Client Servicing experience essential

You are welcome to submit possible applications. Remember, you really must first apply the requirements (Alexander Forbes Group Job Vacancy as Broker Consultant - KZN 2022: Available Opportunity for Grade 12). This variable will determine whether you are a viable candidate or not. Please see the qualification conditions provided below if you wish to double-check your credentials. it will be great if you complete everything in the following list if you want to stand a chance of passing your selection.

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