Sales Consultant (PG9): East Coast Region (Entity): Umhlanga

What will you do?

This role will report to the Entity Business Manager.

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.   

1. Achieve Sales Targets:
•    Achieve monthly and annual production targets
•    Convert sales leads
•    Drive production through the implementation of campaigns

2.    Support Financial Advisors in: 
•    Rendering ongoing technical advice and support 
•    Partnering with Financial Advisors to reach production targets 
•    Sourcing for business opportunities in advisor’s practice 
•    Managing and support leads and campaigns 
•    Assisting and liaising with new business and underwriting to facilitate the issuing of business 
•    Assisting with the processing of replacements and quotations 
•    Assisting with comparative competitor quotes 

3. With regards to Compliance ensure that: 
•    The different tools are understood and utilized by the Financial Advisors 
•    The Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance 
•    Assist Business Manager with adhoc requests and with the signing off new business submissions following the regional business submission rules.

4. Monitor and flag any suspect or risky business with the Business Manager 

5. Support projects and focus activities that seek to drive production 

6. Networking with other stakeholders in the sales/support process
•    Provide Authorized Principal and advisors with support and assistance to grow their practice
•    Administration and processing of new 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

What will make you successful in this role?

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

Qualification & experience

•    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

Knowledge and skills 

•    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

Personal qualities

•    Cultivates innovation 
•    Client centricity 
•    Results driven 
•    Collaboration
•    Flexibility and adaptability 
•    Business insights 
•    Decision quality 
•    Action Oriented 
•    Plans and aligns 
•    Treating Customers Fairly

Process for application

•    If you meet the above criteria, and is interested in applying for this role, please submit your CV.
•    The closing date for applications is 03 October 2025 .

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.  

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 – 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.