E Consultant: RA: SanlamConnect Intermediaries: Cape Region (Bellville) (PG 9)

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Date: 22-Jun-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?

The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business. The E-Hub Consultants only service brokers via non face to face mediums using phone, video calls, email and a web-based application. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries. 


Output/Core Tasks:


Your success will come from:
•    Driving sales and business building activities with brokers
•    Providing brokers with support to grow their practice
•    Preparation and planning for broker engagements
•    Building sound partnering relationships
•    Administration and processing of new and existing business
•    Meeting and exceeding your sales targets

What will make you successful in this role?

Qualification & Experience 
•    Matric
•    Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
•    Experience as a Broker Consultant/Assistant within a financial services distribution environment.


Knowledge and Skills 
To be successful you will need to demonstrate good experience in:
•    Financial Services & Industry Knowledge
•    Financial Services Product Knowledge


Personal Qualities 
•    Cultivates innovation 
•    Client centricity 
•    Results driven 
•    Collaboration 
•    Flexibility and adaptability 
•    Decision quality 
•    Action oriented 
•    Plans and aligns
•    Business insights 
•    Treating customers 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 05 July 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.