Broker Consultant - Cape Winelands

Sanlam LimitedWorcester, Western Cape, South Africa

30+ days ago

Job description

Sanlam Developing Markets (SDM)(a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms ofthe Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
New Business (quality)
Training (administration and sales)
Target and goal setting (brokers / SAI / self)
Action and development plans for future
Analysis of management reports
Business relationship building
Conservation / pay point control
Maintain and improve service standards

Qualifications

Matric

A Marketing / Management Diploma will be an advantage.

Knowledge and skills

Driver's License (own transport is a must).

2 years marketing / sales experience or experience in a similar capacity.

Preference will be given to candidates from the financial services industry.

FAIS credits

RE1 / 5 would be advantageous

Personal Qualities

Self-motivated

Good interpersonal skills

Planning and organizing

Ability to interact with people at all levels

Ability to prioritise

Decisive and persuasive

Build a successful career with us

We’re 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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 commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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Broker Consultant • Worcester, Western Cape, South Africa