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Broker consultant

Allianz Insurance
Consultant
Posted: 24 February
Offer description

Job Title: Broker Consultant

Role Type: Full time / Permanent

Position Reports To: Regional Business Manager

Department: Distribution, Marketing and Product

Head Office Location: AGL Head Office, Maple House, Temple Road, Blackrock, Co. Dublin.

Regional Operation: West of Ireland

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Main Purpose of the Job

The Broker Consultant will play a key role in strengthening Allianz Global Life's presence within the intermediary market. This role is responsible for developing strong commercial relationships with broker and intermediary partners, providing expert technical support, and driving new business across our suite of financial solutions.


Manage and Grow Broker/Intermediary Relationships

* Build, nurture, and expand long-term relationships with key broker and intermediary partners across assigned territories.
* Act as the primary point of contact, ensuring partners receive timely support, guidance, and communication.
* Develop a deep understanding of broker business models, client needs, and market dynamics to identify growth opportunities.
* Conduct regular meetings, reviews, and strategic planning sessions with partners to strengthen collaboration and align business objectives.


Act as a Trusted Technical and Commercial Advisor

* Provide brokers with expert technical knowledge on products, processes, and underwriting requirements.
* Guide intermediaries through the full sales cycle
* Maintain a strong understanding of industry trends, regulatory changes, and competitor activity to position Allianz Global Life effectively.


Drive New Business and Revenue Growth

* Work closely with brokers to identify and generate new business opportunities.
* Support partners in converting leads into successfully placed business, ensuring a smooth and efficient pipeline.
* Promote the full suite of Allianz Global Life financial solutions, highlighting key value propositions and benefits.
* Collaborate with internal teams such as Underwriting, Product, and Marketing to ensure seamless delivery and execution of business initiatives.


Deliver Technical Training and Market Education

* Provide training, presentations, and workshops to enhance brokers' understanding of products, features, and compliance requirements.
* Create and share high-quality technical content, support materials, and thought‑leadership insights to strengthen partner capability and confidence.
* Represent the company at industry events, conferences, and seminars as a subject matter expert.

This job description shall not limit the duties which may be assigned to this role. The successful candidate shall be required to perform on a temporary or permanent basis such additional or different duties that the Company may reasonably assign to them from time-to-time.

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Key Performance Indicators


New Business Revenue / Assets

* Achieve product sales targets for new products as they come on stream.
* Value of new business written (AUM, recurring contributions, or single premium flows).


Broker Productivity & Engagement

* Increase number of active brokers, meetings conducted, and quality of relationships (engagement score or activity metrics).


Sales Conversion Rate

* Percentage of broker applications that convert to completed policies.


Retention & Growth of AUM

* Year‑on‑year growth of assets from existing broker panel.


Compliance & Reporting Accuracy

* Taking accountability for accurate business development forecasting and client activity through daily use of Salesforce

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Key Customers

Internal: AGL Employees, Chief Growth Office, Executive Management Team

External: Distributors, Insurance Industry Bodies, Broker Industry Bodies, Third Party providers

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Business Competencies


Education & Qualifications

* Bachelor's Degree in Business or related Financial services field. Relevant Masters would be advantageous
* QFA Qualification


Professional Competence

* 3-5 years' experience as Broker Consultant or similar role
* Proven track record of achieving and exceeding sales targets.


Product and Technical Knowledge

* Broad understanding of Investment, Pension & Protection Products & risk management


Commercial Awareness

* Achievement of Sales Targets & Business Growth

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Personal Competencies


Personal Impact

* Results Focussed
* Ability to work effectively in a dynamic team environment
* Accountability
* High level of Integrity and professionalism
* Customer Focussed
* Strategic Thinker
* Adaptability to changing market & company needs
* Emotional Intelligence


Communication

* Excellent verbal & written communication skills
* Strong presentation skills, delivering propositions and key messages to Clients & other internal & external partners
* Strong Communication, negotiation and interpersonal skills


Stakeholder Management

* Track record at managing both Internal & External Stakeholders
* Build & Maintain Relationships with key Influencers
* Engage & Communicate
* Manage Expectations, Monitor & Adapt

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