Broker Consultant

at Sanlam
Location Cape Town, South Africa
Date Posted Sep 17, 2020
Category Sales & Marketing Jobs
Job Type Full-time


his 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 opportunities; 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?

Qualification & 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


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


Personal qualities
•    Cultivates innovation
•    Client centricity
•    Results driven
•    Collaboration
•    Flexibility and adaptability
•    Decision quality
•    Action oriented
•    Plans and aligns
•    Business insights
•    Treating customer fairly

Personal Attributes
Business insight - Contributing independently
Decision quality - Contributing independently
Builds effective teams - Contributing independently
Plans and aligns - Contributing independently
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