Specialist, Broker Consultant

Your Role in Empowering Financial Advisors

This opportunity at Liberty, based in Polokwane, Limpopo, is for a dedicated professional to become a vital link between the company and its network of brokers and independent financial advisors. Your primary mission will be to furnish these crucial partners with exceptional, consistent, and valuable support. This involves fostering strong, trusting relationships that are essential for the successful promotion and sale of Liberty's diverse product offerings.

You will be instrumental in cultivating, maintaining, and expanding business partnerships. This will be achieved through a proactive approach, leveraging data-driven insights to inform your strategies, and diligently executing defined sales and service objectives. Ultimately, your efforts will contribute to increasing Liberty's market share and ensuring long-term client retention, solidifying the company's position within the financial landscape.

Key Responsibilities and Contributions

Your day-to-day will involve a dynamic blend of relationship management, strategic engagement, and operational execution. You can expect to:

• **Build and Nurture Broker Relationships:** Actively engage with brokers and independent financial advisors, understanding their needs and challenges to provide tailored support.
• **Drive Product Sales:** Facilitate the effective promotion and sale of Liberty's financial products by equipping advisors with the necessary knowledge and tools.
• **Develop Business Partnerships:** Proactively work to strengthen and expand relationships with key intermediaries, fostering mutual growth.
• **Utilise Data for Insights:** Employ data analytics to understand market trends, identify opportunities, and inform your engagement strategies.
• **Achieve Sales Targets:** Execute sales and service plans to meet and exceed predefined objectives.
• **Enhance Market Share:** Contribute directly to growing Liberty's presence and influence within the relevant market segments.
• **Improve Client Retention:** Support advisors in their efforts to retain clients by providing excellent service and product knowledge.

What You Bring to the Table

Liberty is seeking an individual with a proven track record and a specific set of skills to excel in this brokerage-facing role. Ideal candidates will demonstrate:

• **Sales and Distribution Experience:** A minimum of 3-4 years of experience in sales, with a preference for those with a background in the financial services, legal, or a similar client-facing sector.
• **Strong Relationship Management Skills:** The ability to establish rapport, build trust, and maintain productive working relationships with a diverse range of professionals.
• **Analytical and Strategic Thinking:** Competence in analysing insurable risks, understanding market dynamics, and developing effective strategies to achieve business goals.
• **Excellent Communication Skills:** The ability to articulate information clearly, challenge ideas constructively, and convince others through persuasive communication.
• **Business Acumen:** A solid understanding of business administration, customer relationship management principles, and brand/product activation techniques.
• **Organisational Capabilities:** Skills in documenting facts, checking details, and adopting practical approaches to manage workload effectively.
• **Relevant Qualification:** A Diploma in fields such as Business Commerce, Finance and Accounting, or Generic Management.

The financial advisor support landscape in South Africa often sees professionals in similar roles earning competitive salaries, influenced by experience, location, and the specific products being represented. Employers typically range from large, established insurers and asset managers to smaller, specialised financial planning firms. Career progression can lead into senior sales management, business development, or specialised product training roles within the broader financial services industry.

Type of Qualification: Diploma
Field of Study: Business Commerce, Finance and Accounting, Generic Management

Experience Required
Sales
Sales & Distribution
3-4 years
3- 4 years’ experience in the financial, sales, legal or similar environment