Broker Consultant (PG 10): SanlamConnect: East Coast Region : Port Shepstone

Who are we?

Sanlam Connect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting 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.

Sanlam Connect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting 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.

The financial service industry is the place to be for an ambitious professional! Third party marketing brings big opportunities, big rewards Broker Consultant:
Sanlam Connect East Coast Region is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high-performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients. As an integral part of Sanlam Connect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and Sanlam Connect East Coast Region to reach business objectives in a dynamic, innovative and high-performance business.

• 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.

• 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

• Completed Business/Commerce/Marketing degree or an equivalent relevant qualification
• Completed or Current Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
• 2 years of experience in the financial services industry.
• Relevant informal qualifications relevant to the industry
• Experience working with Brokers
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

• The financial services industry, specifically in life insurance
• At least one year of experience working with brokers
• Marketing principles and sales skills to meet your targets
• Experience in third‑party marketing
• Relevant regulatory legislation and compliance knowledge

• Cultivates innovation
• Client centricity
• Results-driven
• Collaboration
• Flexibility and adaptability
• Technical and Professional Knowledge
• Entrepreneurship
• Treating customers fairly (TCF)
• Decision-making
• Continuous learning
• Gaining commitment
  
  Work standards
• Adaptability
• Tenacity
• Initiative
• Impact

• The closing date for applications is 25…