Broker Consultant:(PG 9/10): RA SanlamConnect Intermediaries Cape Region: Tygerberg

Date: 21 Feb 2025

Location: Bellville, Western Cape, ZA

Who are we?

Sanlam is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life’s financial questions. Ultimately, we empower people to be financially confident, secure, and prosperous.

This role will report to the Business Manager. Your primary focus will be to work with brokers, being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative, and high-performance business. This is a third-party marketing role, and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that builds new business opportunities and supports and up-skills Brokers with relevant information, tools, and technologies that will enable them in their practice.

What will make you successful in this role?

Output/Core Tasks:
Your success will come from:

1. Promoting and marketing the company products
2. Building strong relationships with brokers
3. Providing efficient service
4. Meeting and exceeding your targets
5. Supporting brokers in their practices and assisting them to grow their businesses

What’s in it for you?

1. Unique remuneration structure that will see you well rewarded for your success
2. Get to manage your own income
3. Work with visionaries in the industry who value entrepreneurship and creativity
4. Represent one of the top well-respected South African companies
5. Be invested in and grow your talents

Qualification & experience

1. Completed Business/Commerce/Marketing degree
2. Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
3. Goal and target motivated
4. Sales and marketing orientation
5. Natural relationship-builder

Knowledge and skills

To be successful you will need to demonstrate good experience in:

1. The financial services industry, specifically in life insurance
2. Marketing principles and sales skills in order to meet your targets
3. Experience in third-party marketing
4. Relevant regulatory legislation and compliance knowledge

Personal qualities

1. Cultivates innovation
2. Client centricity
3. Results driven
4. Collaboration
5. Flexibility and adaptability
6. Decision quality
7. Action oriented
8. Plans and aligns
9. Business insights
10. Treating customer fairly

Core Competencies

1. Cultivates innovation
2. Customer focus
3. Drives results
4. Collaborates
5. Being resilient

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The closing date for applications is 27 February 2025.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.