Investment Broker Consultant

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

This role will report to the Business Manager.

You will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Broker portfolio, developing and/or increasing Sanlam Group's market share of retail investment business from your portfolio, while co-creating bespoke solutions, interactions with Sanlam Private Wealth and Glacier.

The Investment 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 Investment products to Brokers, with a primary focus of building a portfolio of supporting investment 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 Tasks:

Your success will come from:

• Building a supporting investment portfolio of brokers
• Promoting and marketing the company products
• Building strong relationships with brokers and product providers
• 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:

• Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
• CFP is advantageous
• At least 5 years' experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
• Supporting and developing of Broker practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry
• Valid drivers' license and own reliable vehicle
• Willingness to travel

Knowledge and Skills:

• Ability to build an investment portfolio of brokers
• Goal and target motivated
• Natural relationship builder
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

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 times

The 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 20 November 2025.

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.

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. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.