Broker Consultant: RA SanlamConnect Intermediaries Cape Region (Bellville) (PG 9/10)Date: 9 Aug 2024Location: Bellville, Western Cape, ZA Who are we?Sanlam is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet 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.This role will report to the Business Manager. Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative, and high-performance business. This is a third-party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Brokers with relevant information, tools, and technologies that will enable them in their practice.What will make you successful in this role?Qualification & experience• Completed Business/Commerce/Marketing degree• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3• Goal and target motivated• Sales and marketing orientation• Natural relationship-builderKnowledge and skillsTo 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 knowledgePersonal qualities• Cultivates innovation• Client centricity• Results driven• Collaboration• Flexibility and adaptability• Decision quality• Action oriented• Plans and aligns• Business insights• Treating customer fairlyPersonal AttributesBusiness insight - Contributing independentlyDecision quality - Contributing independentlyBuilds effective teams - Contributing independentlyPlans and aligns - Contributing independentlyBuild a successful career with usWe'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 achieving great things. We pride ourselves in helping our employees to realize 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 independentlyTurnaround timeThe 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.• The closing date for applications is 13 February 2024The 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.Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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