Broker Consultant

7 days ago

Nelspruit, 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. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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 grow and protect wealth. 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 up-skill 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 businesses

**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 3
Goal and target motivated
Sales and marketing orientation
Natural relationship builder
Atleast three years Broker Consultant experience or currently in a Broker Consultant role

**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 third-party 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 Turnaround time

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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, 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 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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