Specialist, Desk-based Broker Consultant
To provide professional, consistent, and value-adding telephonic and digital support to brokers and independent financial advisors, building trusted relationships that enable the effective promotion and sale of Liberty products. To develop, maintain, and grow business partnerships through proactive engagement, data-driven insights, and the execution of defined sales and service objectives, thereby increasing market share and client retention
Type of Qualification: Diploma
Field of Study: Business Commerce, Communication, Finance and Accounting, Banking, Marketing, Office Administration
Experience Required
Sales
Sales & Distribution
1-2 years
1-2 years similar environment
Behavioural Competencies:
- Adopting Practical Approaches
- Conveying Self-Confidence
- Convincing People
- Developing Expertise
- Developing Strategies
- Directing People
- Embracing Change
- Establishing Rapport
- Exploring Possibilities
- Following Procedures
- Impressing People
- Interacting with People
- Inviting Feedback
- Making Decisions
- Meeting Timescales
- Producing Output
- Showing Composure
- Taking Action
- Understanding People
- Upholding Standards
Technical Competencies:
- Active Listening
- Call Reporting
- Contact Centre Customer Relationship Management
- Records and Archive Management
- Telephone Caller Handling
- Verbal Communication
- Written Communication