Broker Consultant: RA SanlamConnect Intermediaries Cape Region

4 weeks ago


Cape Town, South Africa Sanlam Group Full time
Job title : Broker Consultant: RA SanlamConnect Intermediaries Cape Region (Bellville) (PG 9/10)Job Location : Western Cape, BellvilleDeadline : December 11, 2024Quick Recommended Links
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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.   

What will make you successful in this role?
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

Qualification & 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

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

Personal qualities 

  • Cultivates innovation 
  • Client centricity 
  • Results driven 
  • Collaboration 
  • Flexibility and adaptability 
  • Decision quality 
  • Action oriented
  • Plans and aligns
  • Business insights 
  • Treating customer fairly

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