Broker Consultant (PG10): Sanlam Connect East Coast: Umhlanga X2

Sanlam; Umhlanga Rocks; On-site; ZAR 300,000 - 500,000; Full time

Job summary

A leading company in South Africa seeks a Broker Consultant to build relationships and support brokers by promoting products. This role requires a Business/Commerce/Marketing/Legal degree and offers a unique remuneration structure that rewards success. Join a collaborative environment focusing on personal and professional growth and contributing to the company's vision.

Benefits

Unique remuneration structure rewarding success

Opportunity to manage your own income

Work with industry visionaries

Invest in and grow your talents

Qualifications

• Experience as a Broker Consultant or similar roles within life insurance or linked investment services (at least three years).
• Knowledge of marketing principles and third-party marketing.

Responsibilities

• Building a supporting portfolio of brokers and promoting the company's products.
• Meeting and exceeding targets while supporting brokers in growing their businesses.

Skills

Sales and marketing skills

Natural relationship-builder

Goal and target-oriented

Ability to build a broker portfolio

Knowledge of the life insurance industry

Education

Completed Business/Commerce/Marketing/Legal degree

Postgraduate Diploma in Financial Planning/RFP3/Wealth Management 3

Job description

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 committed to meeting the financial needs of our clients. Our vision is to be the best at building enduring relationships by connecting clients with Sanlam. We aim to create sustainable value by attracting new clients, supporting ongoing engagement, and providing adaptive solutions to life's financial questions. Ultimately, we empower people to be financially confident, secure, and prosperous.

What will you do?

This role reports to the Business Manager. Your primary focus will be building a supporting portfolio of brokers to increase new business. The Broker Consultant acts as the interface between brokers and Sanlam, striving to achieve business objectives in a dynamic, innovative, and high-performance environment. You will promote Sanlam products to brokers, focusing on building a portfolio through trusting, cooperative relationships, and supporting brokers with relevant information, tools, and technologies to enhance their practice.

Core Tasks and Success Metrics:

• Building a supporting portfolio of brokers
• Promoting and marketing the company's products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding targets
• Supporting brokers in growing their businesses

What’s in it for you?

• Unique remuneration structure rewarding your success
• Opportunity to manage your own income
• Work with industry visionaries who value entrepreneurship and creativity
• Represent a top, well-respected South African company
• Invest in and grow your talents

What will make you successful in this role?

Qualifications & Experience:

• Completed Business/Commerce/Marketing/Legal degree
• Postgraduate Diploma in Financial Planning/RFP3/Wealth Management 3 (preferred)
• Goal and target-oriented
• Sales and marketing skills
• Natural relationship-builder
• At least three years of experience as a Broker Consultant or in similar roles within life insurance or linked investment services

Knowledge and Skills:

• Ability to build a broker portfolio
• Knowledge of the life insurance industry
• Marketing principles and sales skills
• Experience in third-party marketing
• Regulatory and compliance knowledge
• Willingness to travel; valid driver’s license and reliable vehicle required

Personal Qualities:

• Innovative mindset
• Customer-centric approach
• Results-driven
• Collaborative
• Flexible and adaptable
• Decisive and action-oriented
• Strategic planning and alignment
• Business insight
• Commitment to fair customer treatment

Application Process:

If you meet the criteria and are interested, please submit your CV. The closing date for applications is 08 July 2025. The recruiter reserves the right to withdraw the advertisement or extend the application period.

Turnaround Times:

The shortlisting process begins after the closing date. Duration depends on your progress and management availability.

Our commitment: We aim to help you build a successful career with us. We value strong, lasting relationships with our employees and support your personal and professional growth. The Sanlam Group is committed to transformation, diversity, and employment equity, striving to create an inclusive workforce that reflects society's demographics and supports people with disabilities.