Broker Consultant: SanlamConnect: East Coast: Umhlanga

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SanlamConnect 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: SanlamConnect 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 SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high performance business. 
 
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 is 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

• Completed Business/Commerce/Marketing degree 
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3 
• At least 1 year in the financial industry working with independent brokers 
• 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 
• Technical and Professional Knowledge 
• Entrepreneurship 
• Treating customers fairly (TCF) 
• Decision-making 
• Continuous learning 
• Gaining commitment 
• Work standards 
• Adaptability
• Tenacity 
• Initiative 
• Impact

Process for Applications:
• If you meet the above criteria, and is interested in applying for this role, please submit your CV.
• The closing date for applications is 01 July 2024

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.

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. 

Our aim is to help you build a successful career with us

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.