Broker Consultant; PG : SanlamConnect: East Coast Region : Port Shepstone: Re-run

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.

The financial service industry is the place to be for an ambitious professional!

Third party marketing brings big opportunities, big rewards

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.

• 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

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

• 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 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.

We are 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 Personal Finance, 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.