Broker Consultant

As a Fiduciary Business Consultant, you are responsible for building and maintaining the relationship between Capital Legacy and Intermediaries/Financial Planners. Your knowledge of our solution to the real cost of dying will be paramount in your establishment as a valued business partner. As a Fiduciary Business consultant, you are always professionally dressed, are punctual, and are able to communicate proficiently on all levels.

Primary responsibilities:

• Create valuable business partnerships to enhance the business
• Prospecting, negotiating & closing skills
• Assist with the onboarding process and relationship management
• Provide growth, maintenance, and correct support to all supporters on the panel or those who may become a part of the panel
• Successfully market the product and deliver relevant training providing strong leadership and direction
• Identify opportunities for campaigns Identify potential clients
• Train and upskill yourself and your panel on deceased estates
• Know how to identify a correctly drafted will and the associated real cost of dying
• Assist in the knowledge extension on the benefits of our indemnification.
• Uphold Capital Legacy values and virtues, at all times
• Ability to provide feedback to manager in the form of reports
• Technical training of and ongoing product support to financial advisors
• Dealing with queries and providing information on a range of sales and service issues

Education and experience requirements:

• Matric
• Tertiary qualification
• Must have a minimum of 1 year’s experience
• Own vehicle and a valid driver’s license are required for this position

What we look for in our ideal candidate:

Key skills:

• Excellent administration skills
• Ability to provide feedback to manager in the form of reports
• Presenting and communicating information
• Excellent relationship-building skills
• Ability to manage projects and arrange events for your events
• Superior listening, verbal, and written communication skills
• Relating and networking

Personal attributes:

• Ability to handle stressful situations appropriately
• Works well independently and in a team.
• Ability to prioritise
• Attention to detail and an extremely organized nature
• Target driven
• Persuading and Influencing
• Strong entrepreneurial skills

What we offer

When you join Capital Legacy Fiduciary Services (Pty) Ltd, you can expect to enjoy a competitive salary and a Core Staff Benefits package. We’d like to make sure that you and your family remain protected against the costs of passing away. This means that you are covered for the following:

• Underwriting - All Core Staff Benefits are free of underwriting, up to the indicated free cover limits.
• Income Replacement Benefit – 0 to 3 months - This benefit pays out 75% of the average monthly salary, for three months, in case of injury or disability.
• Legacy Protection Plan™ - The Legacy Protection Plan™ accompanies your will and covers you against legal fees such as executor fees, testamentary trust fees, conveyance attorney fees, and other costs associated with dying, including Master’s fees, advertising costs, monthly bills, etc. As part of the Legacy Protection Plan™ you receive as a Core Staff Benefit through Capital Legacy, you would receive R700 000 in life insurance (MyCover™) which has a free cover limit of R1 500 000 (provided with the More Benefit option only). You would also have up to R500 000 in MyAbility™ Cover, with a free cover limit of R500 000.
• MyCover™ is life cover designed as an Extender Benefit of the Legacy Protection Plan™ to accompany your will and meet all your financial estate planning needs.