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Sales Consultant

3 months 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 Entity Business Manager.

This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP) and their advisors.

The Sales Consultant markets and promotes Sanlam products to Authorised Principals and advisors operating in the senior segment.

The Sales Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Authorised Principals and their advisors with relevant information, tools and technologies that will enable the Authorised principals and advisors in their practice.

- Provide Authorized Principal and advisors with support and assistance to grow their practice

  • Administration and processing of business
  • Drive sales and business building activities with Authorized Principal and advisors
  • Build sound partnering relationships with the product provider resources, the Authorized Principal advisors/service agents and Sanlam

What will make you successful in this role?

Must be comfortable working in a target driven, competitive, sales orientated environment

  • Service and customer orientated
  • Natural relationship builder
  • Proactive, selfstarter and energetic
  • Goal and target motivated
  • Socially confident and skilled to communicate well
  • Willingness to travel

Qualifications & Experience:

  • Wealth Management 1, 2 or 3 or equivalent
  • An industry related qualification would be advantageous
  • Regulatory Exam would be advantageous
  • Minimum 4 years' experience in Financial Services sales environment
  • Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and skills:

  • MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
  • Valid driver's licence
  • Own reliable motor vehicle
  • Business Management
  • Financial Services Industry Knowledge
  • Financial Services Product Knowledge (Sanlam and competitors)
  • Relevant regulatory legislation and compliance knowledge
  • Basic legal technical knowledge
  • Marketing principles
  • Sales process and steps
  • Training/coaching others
  • Solid administration skills

Personal Qualities:

  • Cultivates innovation
  • Client centricity
  • Results driven
  • Collaboration
  • Flexibility and adaptability
  • Business insights
  • Decision quality
  • Action Oriented
  • Plans and aligns
  • Treating Customers Fairly

Turnaround timeBuild 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.
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.