Purpose of the Role

This role will report to the Business Manager Entities.

This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP) and their advisors.  The Sales Consultant markets and promotes Sanlam products to Authorised Principals and advisors operating in the senior segment.  The Sales Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Authorised Principals and their advisors with relevant information, tools and technologies that will enable the Authorised principals and advisors in their practice.  

Overview of Role Responsibilities

• Provide Authorized Principal  and advisors with support and assistance to grow their practice
• Administration and processing of business
• Drive sales and business building activities with Authorized Principal and advisors
• Build sound partnering relationships with the product provider resources, the Authorized Principal   advisors/service agents and Sanlam

Required Skills

Builds Rapport - Intermediate
Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works with guidance.

Closes Effectively - Intermediate
Works at an intermediate level to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works with guidance.

Initiates Compelling Sales Conversations - Intermediate
Works at an intermediate level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works with guidance.

Verbal Communication - Intermediate
Works at an intermediate level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works with guidance.

Intermediaries Process - Intermediate
Works at an intermediate level to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works with guidance.

Maintains the Relationship - Intermediate
Works at an intermediate level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works with guidance.

General Experience

Must be comfortable working in a target driven, competitive, sales orientated environment

• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well
• Willingness to travel
• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Own reliable motor vehicle
• Business Management
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Managerial Experience

Not applicable

Education

• Wealth Management 1, 2 or 3 or equivalent
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 4 years’ experience in Financial Services sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Required Behavioural Competencies

Process for application

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 November 2026.

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.