Hybrid Sales Consultant: Ra connect

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time

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.

We have approximately 2,000 tied advisers and 2,000 supporting independent Advisors, all dedicated to meet the financial needs of our clients.


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.

What will you do?Output/Core Tasks:

  • Your success will come from:
  • Driving sales and business building activities with Advisors
  • Providing Advisors with support to grow their practice
  • Preparation and planning for broker engagements
  • Building sound partnering relationships
  • Administration and processing of new and existing business
  • Meeting and exceeding your sales targets

What will make you successful in this role?

  • Qualification & Experience
  • Matric
  • Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
  • Experience as a Broker / Sales Consultant/Assistant within a financial services distribution environment.
  • Experience as an Advisor/Paraplanner is advantageous
Knowledge and Skills

  • To be successful you will need to demonstrate good experience in:
  • Financial Services & Industry Knowledge
  • Financial Services Product Knowledge
Personal Qualities- Cultivates innovation

  • Client centricity
  • Results driven
  • Collaboration
  • Flexibility and adaptability
  • Decision quality
  • Action oriented
  • Plans and aligns
  • Business insights
  • Treating customers fairly

Personal Attributes

  • Business insight
  • Contributing independently
  • Decision quality
  • Contributing independently
  • Action orientated
  • Contributing independently
  • Plans and aligns
  • Contributing independently

Build a successful career with us

  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters
  • Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
    Core Competencies


 Cultivates innovation
  • Contributing independently
  • Customer focus
  • Contributing independently
  • Drives results
  • Contributing independently
  • Collaborates
  • Contributing independently
  • Being resilient
  • Contributing independently

Turnaround time-Our aim is to help you build a successful career with us
  • We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters
  • Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, MiWay, as well as the Group Office the group provides many opportunities for growth and development.
    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.

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