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Broker Consultant (PG10) : Sanlam Connect East Coast : Umhlanga Re-run

Broker Consultant (PG10) : Sanlam Connect East Coast : Umhlanga Re-run

Sanlam GroupZA
4 days ago
Job description

Job title : Broker Consultant (PG10) : Sanlam Connect East Coast : Umhlanga Re-run

Job Location : KwaZulu-Natal, Deadline : August 30, 2025 Quick Recommended Links

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What will you do?

  • This role will report to the Business Manager
  • Your primary focus will be building a supporting portfolio of brokers to increase new business.
  • The Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment.
  • As a Broker Consultant, you will play a third-party marketing role to promote Sanlam products to Brokers, with a primary focus of building a portfolio of supporting brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice.

    • Output / Core Tasks :

    Your success will come from :

  • Building a supporting portfolio of brokers
  • 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

    • What will make you successful in this role?

    Qualification & experience

  • Completed Business / Commerce / Marketing / Legal degree
  • Preferably Post graduate Diploma in Financial Planning / RFP3 / Wealth Management 3
  • Goal and target motivated
  • Sales and marketing orientation
  • Natural relationship-builder
  • At least three years Broker Consultant experience and currently in a Broker / Business Consultant / Business Development Manager role in a Life Insurance or Linked Investment Service Provider company.

    • Knowledge and skills

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

  • Ability to build a portfolio of brokers
  • 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
  • Willingness to travel
  • Must have a valid driver’s license and reliable motor vehicle

    • Personal qualities

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

    • The closing date for applications is 31 July 2025.

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