Broker Consultant

2 weeks ago

Bloemfontein, South Africa Sanlam Full time

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 make you successful in this role?

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. Preference will be given to candidates from the financial services industry. 120 FAIS credits RE1 would be advantageous

Personal Attributes

Self-motivated Good interpersonal skills Planning and organising Ability to interact with people at all levels Target driven Attention to detail Strong entrepreneurial skills Ability to prioritise Decisive and persuasive Treating customers fairly

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.

Turnaround time

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. 

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