Location: Umhlanga, KwaZulu Natal, ZA
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 productsBuilding strong relationships with brokersProviding efficient serviceMeeting and exceeding your targetsSupporting 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 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 talentsWhat will make you successful in this role?Qualification and Experience Completed Business/Commerce/Marketing degreePreferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3At least 1 year in the financial industryGoal 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 adaptabilityTechnical and Professional KnowledgeEntrepreneurshipTreating customers fairly (TCF)Decision-makingContinuous learningGaining commitmentWork standardsAdaptabilityTenacityInitiativeImpactProcess for Applications:If you meet the above criteria, and are interested in applying for this role, please submit your CV. The closing date for applications is 06 September 2024.
Turnaround 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.
Our aim is to help you build a successful career with usWe 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.
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