Sales Consultant: RA SCI Cape Region (Boland Unit) (Worcester) (PG 09/10)

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Date: 10 Jul 2024

Location: Worcester, Western Cape, ZA

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 ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets. 

1.    Support Financial Advisers in:
•    Rendering ongoing technical advice and support 
•    Partnering with Financial Advisers to reach production targets 
•    Sourcing for business opportunities in advisers 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 claims, replacements and quotations
•    Assisting with Comparative competitor quotes.
2.    With regards Compliance ensure that:
•     the different tools are understood and utilised by the Financial Advisers 
•    The Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance. 
3.    Monitor and flag any suspect or risky business with the Business Manager.
4.    Support projects and focus activities of the Business Manager that seek to drive production.
5.    Networking with other stakeholders in the sales/support process.

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
•    RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
•    An industry related qualification would be advantageous
•    Regulatory Exam would be advantageous
•    CFP would be advantageous
•    Minimum 2 years’ experience in a Marketing and 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

Personal Attributes

Business insight - Contributing independently
Decision quality - Contributing independently
Action orientated - 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, 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 closing date for applications is 24 July 2024


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.  


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 – 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 transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

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