Electronic Consultant: SanlamConnect: Gauteng South (Meersig)

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Date: 23-Nov-2021

Location: Carletonville, Gauteng, 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. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we 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 through intermediaries and directly. 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 grow and protect wealth.

What will you do?


The primary focus of the position is to work with advisers being the interface between themselves and the SanlamConnect: Gauteng South region to reach business objectives in a dynamic, innovative and high performance business. The Electronic Consultants only service Advisers via non face-to-face mediums using phone, 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 advisers
  • Providing advisers with support to grow their practice
  • Preparation and planning for adviser engagements
  • Building sound partnering relationships
  • Administration and processing of new and existing business
  • Meeting and exceeding your sales targets
  • Supporting investment projects and campaigns (marketing support) 

What will make you successful in this role?


Qualification and Experience 


  • Completed Business/Commerce/Marketing degree
  • Relevant Qualification in Financial Services, e.g. Wealth Management
  • Experience as a Broker Consultant/Assistant within the financial services industry 


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

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.

Turnaround time


Applications for this role close on 07 December 2021. 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. 

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.