E Consultant

1 week ago

Umhlanga, 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 2,000 tied advisers and 2,000 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 PROSPEROUS.

**What will you do?**

**Output/Core Tasks**:
**Your success will come from**:

- Driving sales and business building activities with brokers
- Providing brokers with support to grow their practice
- Preparation and planning for broker engagements
- Building sound partnering relationships
- Administration and processing of new and existing business
- Meeting and exceeding your sales targets

**What will make you successful in this role?**

**Qualification & Experience**
- Matric
- Relevant Qualification in Financial Services, e.g. Wealth Management/ BCom Degree/ Marketing Diploma
- Experience as a Broker Consultant/Assistant within a financial services distribution environment.

**Knowledge and Skills**

**To be successful you will need to demonstrate good experience in**:

- Financial Services & Industry Knowledge
- Financial Services Product Knowledge

**Personal Qualities**
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Decision quality
- Action oriented
- Plans and aligns
- Business insights
- Treating customers fairly

**Process for Application**

**Turnaround times**

**Our aim is to help you 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 business clusters - Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, MiWay, as well as the Group Office - the group provides many opportunities for growth and development.
- The 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._

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