Broker Consultant (Pg10): Sanlam Connect East Coast: Umhlanga X2 Re-Run

Findojobs South Africa; KwaZulu-Natal; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial services company in KwaZulu-Natal is seeking a Broker Consultant to build strong relationships with brokers and promote their financial products. This role requires a degree in Business or related fields, sales skills, and a minimum of three years of experience in a similar function. The ideal candidate will be goal-oriented and possess excellent relationship-building abilities. Opportunities for personal and career development are offered.

Benefits

Unique remuneration structure

Opportunity to manage your own income

Work with industry visionaries

Qualifications

• At least three years of experience as a Broker Consultant or similar role in a Life Insurance company.
• Demonstrate experience in building a broker portfolio.
• Willingness to travel with a valid driver’s license.

Responsibilities

• Build a supporting portfolio of brokers.
• Promote and market the company's products.
• Provide efficient service and meet targets.

Skills

Sales and marketing skills

Relationship-building

Goal-oriented

Innovative thinking

Client-centric approach

Education

Completed Business, Commerce, Marketing, or Legal degree

Postgraduate Diploma in Financial Planning, RFP3, or 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 and focuses on 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. Your role involves promoting Sanlam products to brokers, forming trusting relationships that enhance new business opportunities, and supporting and upskilling brokers with relevant information, tools, and technologies to aid their practice.

Core Tasks:

• 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, or Legal degree
• Preferably Postgraduate Diploma in Financial Planning, RFP3, or Wealth Management 3
• Goal and target-oriented
• Sales and marketing skills
• Natural relationship-builder
• At least three years of experience as a Broker Consultant, currently in a Broker, Business Consultant, or Business Development Manager role in a Life Insurance or Linked Investment Service Provider company

Knowledge and Skills:

Demonstrate experience in:

• Building a broker portfolio
• Life insurance and financial services industry
• Marketing principles and sales skills
• Third-party marketing experience
• Regulatory legislation and compliance
• Willingness to travel with a valid driver’s license and reliable vehicle

Personal Qualities:

• Innovative thinking
• Client-centric approach
• Results-driven
• Collaborative mindset
• Flexible and adaptable
• Decisive
• Action-oriented
• Strategic planning and alignment
• Business insight
• Customer fairness

Application Process:

If you meet the above criteria and are interested, please submit your CV. The closing date for applications is 31 July 2025. The recruiter reserves the right to withdraw the advertisement prior to the closing date or to accept applications after the closing date.

Turnaround Times:

The shortlisting process begins once the application deadline is reached. Processing times depend on progress and manager 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 career and personal development. Our group provides numerous opportunities for growth across various business clusters, including Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, and the Group Office.

The Sanlam Group is committed to transformation and diversity. Our employment equity plan and targets will be considered during recruitment to promote a diverse and inclusive workforce, reflective of societal demographics and inclusive of people with disabilities.