Broker Consultant

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

Job summary

A leading financial services provider in Cape Town is seeking a dedicated individual to recruit brokers and manage existing markets. This role requires at least 2 years of sales experience, preferably in the financial services sector. Candidates with a marketing diploma will have an advantage. Strong interpersonal skills, attention to detail, and the ability to work independently are essential. Join us for a career that offers growth and opportunities in an inclusive workplace.

Qualifications

• Must have a driver's license and own transport.
• 2 years' marketing/sales experience or experience in a similar capacity.
• Preference for candidates from the financial services industry.

Responsibilities

• Select and recruit a portfolio of brokers.
• Develop existing markets and manage risks.
• Set targets and action plans for brokers.

Skills

Marketing/sales experience

Interpersonal skills

Planning and organizing

Attention to detail

Customer focus

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 focusses 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.