Internal Broker Consultant

Through our client-facing brands Momentum Group, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations. We help people grow their savings, protect what matters to them and invest for the future. We help companies and organisations care for and reward their employees and members.

To market and sell company products to individuals and corporate clients to ensure that sales targets are met.

• Implement the operational processes and policies for alignment of effective sales delivery.
• In collaboration with the Sales Manager, develop sales targets for own portfolio.
• Identify new sales opportunities and increase sales penetration levels.
• Monitor, implementation of tactics to drive the generation of new business by agencies and brokers in line with the ethos of client centricity, product specification and company policy requirements.
• Monitor sales and drive the achievement of sales targets by agencies and brokers in line with requirements and budget.
• Monitor quality of business supplied by brokers and agencies.
• Take corrective action to sustain policy retention and prospects for repeat business.
• Provide day to day administrative support to brokers and agencies in the portfolio.
• Monitor and manage commission payments to brokers and agencies.
• Identifying opportunities for improvement or potential challenges and implement mitigating tactics.
• Give input on the design and development of packaging materials to enhance products.
• Monitor and ensure compliance to product specification and standards in sales promotions and the management.
• Handle and resolve brokers and agent queries to promote business retention.