Broker Consultant : Lynnwood (PG10)

Sanlam Group

Broker Consultant : Lynnwood (PG10)

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Date: 02-Nov-2020

Location:

Pretoria, Gauteng, South Africa

Company:
Sanlam Group

Who are we?

SanlamConnect, 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 and intermediaries.  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?

SanlamConnect Gauteng North has two Broker Consultant positions to be filled. In this position you will be responsible for marketing to the senior brokers and key client companies. Promotes sales in liaison with brokers and financial institution’s leads and services brokers.  Receives requests for quotations from brokers and makes alterations to existing business. Actively promotes company products. May have supervisory responsibilities.

What will make you successful in this role?

 

This role will report to the Business Manager.

 

Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business. This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunites; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.

 

Output/Core Tasks:

 

Your success will come from:

 

  • Promoting and marketing the company products
  • Building strong relationships with brokers
  • Providing efficient service
  • Meeting and exceeding your targets
  • Supporting brokers in their practices and assist them to grow their businesses

 

What’s in it for you?

 

  • Unique remuneration structure that will see you well rewarded for your success
  • Get to manage your own income
  • Work with visionaries in the industry who value entrepreneurship and creativity
  • Represent one of the top well-respected South African companies
  • Be invested in and grow your talents

 

What will make you successful in this role?

 

Qualifications & experience

 

  • Completed Business/Commerce/Marketing degree
  • Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
  • Goal and target motivated
  • Sales and marketing orientation
  • Natural relationship-builder
  • Atleast three years Broker Consultant experience and currently in a Broker Consultant role

 

Knowledge and skills

 

To be successful you will need to demonstrate good experience in:

 

  • The financial services industry, specifically in life insurance
  • Marketing principles and sales skills in order to meet your targets
  • Experience in third-party marketing
  • Relevant regulatory legislation and compliance knowledge
  • Willingness to travel
  • Must have a valid driver’s licence and reliable motor vehicle

 

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 – SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as 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
Decision quality – Contributing independently
Action orientated – Contributing independently
Plans and aligns – Contributing independently
Business insight – Contributing independently
Turnaround time

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 08 November 2020.

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.




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