Broker Cons: RA: SanlamConnect Intermediaries: Cape Region-Tygerberg Unit (Bellville) (PG 9/10)

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Date: 05-Aug-2022

Location: Bellville, Western Cape, South Africa

Company: Sanlam Group

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

What will you do?

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.   


Output/Core Tasks:

 

Your success will come from:
•    Promoting and marketing the company products
•    Building strong relationships with brokers and internal staff 
•    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 degree
•    Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
•    Goal and target motivated
•    Sales and marketing orientation
•    Natural relationship-builder


Knowledge and skills

To 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 knowledge


Personal qualities 
•    Cultivates innovation 
•    Client centricity 
•    Results driven 
•    Collaboration 
•    Flexibility and adaptability 
•    Decision quality 
•    Action oriented
•    Plans and aligns
•    Business insights 
•    Treating customer fairly
 

Personal Attributes

Business insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, 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. 

 

•    The closing date for applications is 19 August 2022


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 aim is to help you 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 business clusters – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development. 
 

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.