Broker Consultant

2 weeks ago


Pretoria, Gauteng, South Africa Sanlam Full time

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors.

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 financial advisors to realise their worth.


Our company is built on a respect for what people are worth and an appreciation for what they can become.

We know that your worth is infinite and unique - and want to inspire you to realise this worth.


This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.


What will you do?

  • 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 seeks to build new business opportunities, supports and upskill Brokers with relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks:

Your success will come from:

  • Promoting and marketing the company products
  • Building strong relationships with brokers
  • Providing efficient service
  • Meeting and exceeding your targets
  • Supporting brokers in their practices and assist them to grow their business

What's in it for you?

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

What will make you successful in this role?

Qualification and Experience:

  • Completed Business/Commerce/Marketing degree
  • Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management
  • Goal and target motivated
  • Sales and marketing orientation
  • Natural relationship builder
  • Atleast three years Broker Consultant experience and currently in a Broker Consultant role
  • Strong focus in Investments and Business Assurance

Knowledge and Skills:

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

  • The financial services industry, specifically in life insurance
  • Marketing principles and sales skills in order to meet your targets
  • Experience in thirdparty marketing
  • Relevant regulatory legislation and compliance knowledge
  • Willingness to travel
  • Must have a valid driver's licence and reliable motor vehicle

Personal Qualities:

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

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.
    Turnaround time
-
05 February 2024.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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