Broker Consultant: RA SanlamConnect Intermediaries Cape Region (Paarl) (PG 9/10) (Rerun)

About the job

Who are we?

Sanlam is committed to providing clients with solutions that are affordable, simple, and appropriate. These solutions are usually provided through in-person intermediate channels, but they can also be obtained directly. Our 2,000 supporting independent brokers and 2,000 affiliated advisers are all committed to seeing to our clients’ financial needs. Our goal is to connect clients with Sanlam in order to become the best at creating long-lasting connections. By drawing in new business, encouraging continued client involvement, and offering flexible solutions meant to address life’s financial concerns, we generate long-term value. In the end, we enable people to be prosperous, secure, and confident in their financial situation.

What will you do?

Reporting to the Business Manager will be this role.

Your main goal will be to assist brokers in serving as a conduit between Sanlam and themselves so that business goals can be met in a fast-paced, creative, and high-performing environment. The Broker Consultant markets and encourages Sanlam products to Brokers in this third-party marketing function. The Broker Consultant assists and upskills Brokers with pertinent information, resources, and technologies that will enable them in their practice. They also aim to establish a trustworthy and cooperative partnership that will foster the development of new business opportunities

What will make you successful in this role?

Output/Core Tasks

Your success will come from:

• marketing and promoting the company’s merchandise
  establishing trusting connections with brokers
• delivering effective service
• Reaching and surpassing your goals
  helping brokers expand their firms and providing support in their practices.

What is in it for you?

• A special compensation plan that will adequately compensate you for your accomplishments
• Learn to handle your own money.
  Collaborate with industry leaders who appreciate innovation and entrepreneurship.
• represent a leading, reputable South African company
  Invest in and develop your skills.
• What will enable you to succeed in this position?

Qualification and Experience

• a completed degree in business, commerce, or marketing; ideally, a postgraduate diploma in wealth management 3 or financial planning (RFP3/RFP3)
• Motivated by goal and target
• focus on sales and marketing
• innate ability to forge relationships

Knowledge and skills

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

• The financial services sector, in particular the life insurance sector
• Principles of marketing and sales expertise to reach your goals
• familiarity with third-party marketing
• pertinent regulatory laws and expertise in compliance

Personal qualities

• fosters creativity
• Customer-focusedness
• driven by results
• Cooperation
• Adaptability and flexibility
• Decision-making Caliber of Action
• Arranges and synchronizes
• Business-related insights
• Being fair to the customer

Personal Attributes

Business insight: Making your own contributions

Decision quality: Making separate contributions

Creates productive teams by contributing on their own

Plans and aligns: Making independent contributions

Build a successful career with us
Building strong, long-lasting relationships with our employees is our aim. We are aware of your future goals, which include achieving great things in both your career and personal development. We take great pride in helping our employees reach their full potential. With its five business clusters—Santam, MiWay, the Group Office, Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, and Santam—the company provides a plethora of opportunities for growth and development.

Core Competencies
Encourages creativity by making independent contributions

Focus on the customer – Making autonomous contributions

Motivates outcomes – Making independent contributions

Collaborates: Makes individual contributions

Resilience: Making autonomous contributions

Turnaround time
The application deadline must have passed before the shortlisting process can begin. The extent of your progress and the managers’ availability will determine how long it takes you to finish this process.

The application deadline is January 26, 2024.

The recruiter maintains the right to either remove the posting before the deadline or to accept more applications after the specified deadline.

Our aim is to help you build a successful career with us

Our commitment to transformation