Broker Consultant – Life Insurance

Broker Consultant – Life Insurance 

Legal cover is growing fast, and brokers need a sharp, solutions-driven partner in their corner. This role puts you right in the middle of the action – working with external brokers and partner networks to grow legal insurance books, sharpen performance, and keep service levels at a premium. Think relationship-builder, performance coach, and technical problem-solver, all rolled into one.

CORE FOCUS KEY RESPONSIBILITIES 

Broker Relationship Management

Build and maintain solid, long-term relationships with brokers and distribution partners

Run regular engagement sessions – telephonic, virtual, and face-to-face where needed

Act as the go-to contact for broker queries, escalations, and complaints on legal insurance

Sales & Growth Enablement

Spot opportunities to onboard new brokers and expand existing broker books

Activate and train brokers, boosting product knowledge and sales capability

Drive broker performance against key legal insurance objectives such as net growth, quality of business, and conversion rates

Broker Support & Case Processing

Manage the end-to-end process for legal insurance applications – from capturing to finalisation

Assist with system, policy, process, and underwriting queries

Keep turnaround times tight and information accurate to maintain strong service standards

Performance Monitoring & Quality

Track broker performance across metrics like panel penetration, conversion, lapse ratios, NTU ratios, and compliance

Maintain lapse and NTU ratios within required thresholds (e.g. ≤ 40%)

Conduct root-cause analysis on poor performance and agree practical corrective actions with brokers

Reporting & Data Insights

Collate, analyse, and interpret broker and sales data to highlight trends and gaps

Prepare daily, weekly, and monthly performance reports

Use panel and persistency metrics to guide focus, coaching, and engagement plans

Operational Planning & Compliance

Plan and manage monthly schedules to maximise broker visits, training, and follow-ups

Coordinate with internal support teams to resolve high-priority broker matters quickly

Ensure all activity aligns with FAIS, TCF, POPIA and internal governance, staying current on regulatory developments

MINIMUM REQUIREMENTS

Grade 12 / Matric

FAIS accreditation (e.g. RE5 or relevant qualification)

3–4 years’ experience in sales, distribution, or broker consulting within short-term or legal insurance

Confident user of Microsoft Word, Excel, and PowerPoint

ADVANTAGEOUS EXPERIENCE

Direct exposure to Life insurance sales or Life service products

Background in banking, financial, insurance, or business services environments

Project management exposure

Experience working with broker admin houses or external partner networks

KEY SKILLS & COMPETENCIES

Strong relationship-building and stakeholder management skills

Clear, confident communication – verbal and written

Solid analytical and reporting capability

Sales and negotiation skills with a commercial mindset

Problem-solving, sound decision-making, and high attention to detail

Ability to juggle multiple priorities under pressure

Service-focused approach with an understanding of core financial services concepts