Broker Consultant - Bellville | Western Cape (Broker Division)

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Date: 02-Sep-2021

Location: WC, ZA

Company: Sanlam Group

Who are we?  
Sanlam Developing Markets Limited (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.


Sanlam Values  
The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

  • Lead with courage
  • Serve with pride
  • Care because we respect each other
  • Act with integrity & accountability
  • Grow value through innovation & superior performance


What will you do?  

  • Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
  • Developing existing markets
  • Risk management
  • New Business (quality)
  • Training (administration and sales)
  • Target and goal setting (brokers/SAI/self)
  • Action and development plans for future
  • Analysis of management reports
  • Business relationship building
  • Conservation/ pay point control
  • Maintain and improve service standards 


Qualification & experience  

  • Matric  
  • A Marketing/ Management Diploma will be an advantage. 

Knowledge and skills  

  • Driver's License (own transport is a must).
  • 2 years marketing/sales experience or experience in a similar capacity. 
  • Preference will be given to candidates from the financial services industry. 
  • FAIS credits 
  • RE1/5 would be advantageous 

Personal qualities  

  • Self-motivated 
  • Good interpersonal skills 
  • Planning and organising  
  • Ability to interact with people at all levels 
  • Target driven 
  • Attention to detail 
  • Strong entrepreneurial skills 
  • Ability to prioritise 
  • Decisive and persuasive 
  • Treating customers fairly 

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 realize 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. 


Turnaround times
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 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.