Broker Consultant: RA SanlamConnect Intermediaries Cape Region (Bellville) (PG 9/10) Location: 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-skill Brokers with relevant information, tools and technologies that will enable them in their practice.
What will make you successful in this role?Output/Core Tasks:
Your success will come from:
Promoting and marketing the company productsBuilding strong relationships with brokersProviding efficient serviceMeeting and exceeding your targetsSupporting 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 successGet to manage your own incomeWork with visionaries in the industry who value entrepreneurship and creativityRepresent one of the top well-respected South African companiesBe invested in and grow your talentsQualification & experienceCompleted Business/Commerce/Marketing degreePreferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3Goal and target motivatedSales and marketing orientationNatural relationship-builderKnowledge and skillsTo be successful you will need to demonstrate good experience in:
The financial services industry, specifically in life insuranceMarketing principles and sales skills in order to meet your targetsExperience in third-party marketingRelevant regulatory legislation and compliance knowledgePersonal qualitiesCultivates innovationClient centricityResults drivenCollaborationFlexibility and adaptabilityDecision qualityAction orientedPlans and alignsBusiness insightsTreating 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 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 CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing 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 November 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.
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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