Broker Consultant
3 months ago
**Who are we?**
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
**What will you do?**
- Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
- Developing existing markets
- Risk management
- New Business (quality)
- Training (administration and sales)
- Target and goal setting (brokers/SAI/self)
- Action and development plans for future
- Analysis of management reports
- Business relationship building
- Conservation/ pay point control
- Maintain and improve service standards
**Qualification and Experience**:
- Matric
- Industry recognized qualification
- A Business/ Commercial/Marketing qualification will be an advantage.
- RE5
- CPD
**Knowledge and Experience**:
- Driver's License (own transport is a must).
- 2 years relationship management/marketing/sales experience or experience in a similar capacity.
- 120 FAIS credits
- RE1 would be advantageous
**Personal Attributes**
- Communicates effectively - Contributing independently- Tech savvy - Contributing independently- Action orientated - Contributing independently- Interpersonal savvy - Contributing independently- Persuades - 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**
- Collaborates - Contributing independently- Being resilient - Contributing independently- Drives results - Contributing independently- Cultivates innovation - Contributing independently- Customer focus - Contributing independently**Turnaround time** The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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