Broker Consultant - Cape Winelands

Sanlam Limited; Worcester; On-site; ZAR 300,000 - 400,000; Full time

Job summary

A leading financial services provider in Worcester seeks a motivated individual to recruit and manage brokers, analyze reports, and ensure service quality. Applicants should possess a Matric and ideally a Marketing or Management diploma along with marketing/sales experience. This is an excellent opportunity for growth in the financial services sector.

Qualifications

• Matric is a must.
• A Marketing/Management Diploma will be an advantage.
• 2 years marketing/sales experience or experience in a similar capacity.

Responsibilities

• Select and recruit a portfolio of brokers and affiliated intermediaries.
• Manage new business and training for brokers.
• Analyze management reports.
• Build business relationships and maintain service standards.

Skills

Marketing/sales experience

Interpersonal skills

Planning and organizing

Decision making

Education

Matric

Marketing/Management Diploma

Job description

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 ofthe 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.

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
• 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
• Ability to prioritise
• Decisive and persuasive

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.