Broker Consultant

3 days ago


Cape Town, South Africa Sanlam Full time

Who are we? SanlamConnect 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, tied advisers and 2, supporting independent brokers, 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 PROSPEROUSWhat will you do? This role will report to the Business ManagerYour primary focus will be building a supporting portfolio of brokers to increase new business. The Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment. As a Broker Consultant, you will play a third party marketing role to promote Sanlam products to Brokers, with a primary focus of building a portfolio of supporting brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice.Output / Core TasksYour success will come from : Building a supporting portfolio of brokersPromoting and marketing the company productsBuilding strong relationships with brokersProviding efficient serviceMeeting and exceeding your targetsSupporting brokers in their practices and assist them to grow their businesses. What's in it for you? Unique remuneration structure that will see you well rewarded for your successGet to manage your own incomeWork with visionaries in the industry who value entrepreneurship and creativityRepresent one of the top well-respected South African companiesBe invested in and grow your talents What will make you successful in this role? Qualification And ExperienceCompleted Business / Commerce / Marketing / Legal degreePreferably Post graduate diploma in Financial Planning / RFP3 / Wealth Management 3Goal and target motivatedSales and marketing orientationNatural relationship-builderAt least three years Broker Consultant experience and currently in a Broker / Business Consultant / Business Development Manager role in a Life Insurance or Linked Investment Service Provider companyKnowledge And SkillsTo be successful you will need to demonstrate good experience in : Ability to build a portfolio of brokersThe financial services industry, specifically in life insuranceMarketing principles and sales skills in order to meet your targetsExperience in third-party marketingRelevant regulatory legislation and compliance knowledgeWillingness to travelMust have a valid driver's license and reliable motor vehiclePersonal QualitiesCultivates innovationClient centricityResults drivenCollaborationFlexibility and adaptabilityDecision qualityAction orientatedPlans and alignsBusiness insightsTreating customers fairlyTurnaround timeThe 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 01 October .The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.Build a successful career with usWe'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 transformationThe Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities. #J-18808-Ljbffr


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