Broker Consultant (PG10): Sanlam Connect East Coast :Umhlanga

Sanlam Limited; Umhlanga Rocks; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Sanlam Connect is seeking a Broker Consultant based in Umhlanga, responsible for building broker partnerships and promoting products. This role offers a rewarding remuneration structure and opportunities to grow within a key South African financial institution. The ideal candidate will possess solid industry experience and a strong focus on relationship management.

Benefits

Unique remuneration structure

Manage your own income

Work with industry visionaries

Support for personal talent growth

Qualifications

• At least three years Broker Consultant experience.
• Currently in a Broker/Business Consultant role in a Life Insurance company.
• Proven ability to build and manage a portfolio of brokers.

Responsibilities

• Build supporting portfolio of brokers.
• Promote and market company products.
• Provide efficient service and meet/exceed targets.

Skills

Relationship-building

Sales skills

Marketing principles

Client centricity

Goal orientation

Education

Completed Business/Commerce/Marketing/Legal degree

Postgraduate Diploma in Financial Planning/RFP3/Wealth Management

Job description

Press Tab to Move to Skip to Content Link

Select how often (in days) to receive an alert: Create Alert

Date: 1 Jul 2025

Location:

Umhlanga, KwaZulu Natal, ZA

Who are we?

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS

This role will report to the Business Manager

Your primary focus will be building a supporting portfolio of brokers to increase new business. The Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment. As a Broker Consultant, you will play a third-party marketing role to promote Sanlam products to Brokers, with a primary focus of building a portfolio of supporting brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks:

Your success will come from:
• Building a supporting portfolio of brokers
• 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/Legal degree
• Preferably Post graduate Diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder
• At least three years Broker Consultant experience and currently in a Broker/Business Consultant/Business Development Manager role in a Life Insurance or Linked Investment Service Provider company.

Knowledge and skills

To be successful you will need to demonstrate good experience in:
• Ability to build a portfolio of brokers
• 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
• Willingness to travel
• Must have a valid driver’s license and reliable motor vehicle

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action orientated
• Plans and aligns
• Business insights
• Treating customers fairly

Process for applications:

If you meet the above criteria, and you are interested in applying for this role, please submit your CV.

The closing date for applications is 08 July 2025.

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

Turnaround times

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 aim is to help you 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 business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.