Broker Consultant / Business Management Consultant - KZN

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.

Business Management Consultant

 

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 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.

 

In 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.

 

You're an ideal candidate if you have:

Minimum Requirements

• Matric
• NQF 5 qualification
• 3 to 5 years Broker Consulting experience within the Investments and IFA environment
• 3+ years Life Assurance experience

 

Key Skills

• Financial Services & Long-Term Risk Insurance
• Adviser Distribution
• Business Development
• Relationship Management
• Sales & Negotiation
• Product Presentations & Training
• IFA Relationship Management
• 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

 

What you'll get in return

• Opportunities to collaborate with industry experts
• A progressive and agile working environment
• Continuous learning and development opportunities
• The ability to innovate and make a meaningful impact
• Exposure to one of South Africa's leading financial services groups

 

You'll thrive if you are:

• Adaptable and curious
• Relationship-focused
• Results-driven
• Collaborative
• Proactive and solutions-oriented
• Comfortable navigating a fast-paced environment

 

#Post

#FNB 

#LI-ML2

 

 

Important Closing Date Note

Take note that applications will not be accepted on the below date and onwards, kindly submit applications ahead of the closing date indicated below.

07/11/26

All appointments will be made in line with FirstRand Group’s Employment Equity plan. The Bank supports the recruitment and advancement of individuals with disabilities. In order for us to fulfill this purpose, candidates can disclose their disability information on a voluntary basis. The Bank will keep this information confidential unless we are required by law to disclose this information to other parties.