Financial Services Marketing Professional
1 week ago
This is a dynamic and innovative role that requires a strong focus on building relationships with brokers and promoting Sanlam products to drive business growth.
Key Responsibilities- Promote and market Sanlam products to brokers
- Build strong relationships with brokers to identify new business opportunities
- Provide efficient service to brokers and support their practices
- Meet and exceed targets to drive business growth
- 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
- At least three years Broker Consultant experience and currently in a Broker Consultant role
- Strong focus in Investments and Business Assurance
- Experience in the financial services industry, specifically in life insurance
- Marketing principles and sales skills to meet targets
- Experience in third-party marketing
- Relevant regulatory legislation and compliance knowledge
- Willingness to travel
- Valid driver's licence and reliable motor vehicle
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action orientated
- Plans and aligns
- Business insights
- Treating customers fairly
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