Broker Consultant - Cape Winelands

Sanlam; Cape Town; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider is seeking a motivated individual to select and recruit brokers while developing existing markets. Applicants should have a Matric certificate, along with marketing or sales experience. Strong interpersonal and planning skills are essential for success in this role, which is focused on driving results and building strong relationships. The position is based in Cape Town, South Africa.

Qualifications

• Driver's License (own transport is a must).
• 2 years of marketing/sales experience or experience in a similar capacity.
• FAIS credits and RE1/5 would be advantageous.

Responsibilities

• Select and recruit a portfolio of brokers.
• Develop existing markets.
• Manage risks and set targets.
• Build business relationships.

Skills

Marketing experience

Sales experience

Interpersonal skills

Ability to prioritize

Education

Matric

Marketing/Management Diploma

Job description

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.

What will you do?

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
• Developing existing markets
• Risk management
• New Business (quality)
• Training (administration and sales)
• Target and goal setting (brokers/SAI/self)
• Action and development plans for future
• Analysis of management reports
• Business relationship building
• Conservation/ pay point control
• Maintain and improve service standards

Qualifications

• Matric
• A Marketing/ Management Diploma will be an advantage.

Knowledge and skills

• Driver's License (own transport is a must).
• 2 years marketing/sales experience or experience in a similar capacity.
• Preference will be given to candidates from the financial services industry.
• FAIS credits
• RE1/5 would be advantageous

Personal Qualities

• Self-motivated
• Good interpersonal skills
• Planning and organizing
• Ability to interact with people at all levels
• Target driven
• Attention to detail
• Strong entrepreneurial skills
• Ability to prioritise
• Decisive and persuasive
• Treating customers fairly

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 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 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.