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

Sanlam; Umhlanga Rocks; On-site; ZAR 40,000 - 60,000; Full time

Job summary

A leading financial services provider in Umhlanga Rocks seeks a Broker Consultant to build and manage a portfolio of brokers. The role focuses on promoting products, providing support, and achieving business targets. Ideal candidates will have a degree, 3+ years in a similar role, and strong relationship-building skills. Unique remuneration structure and opportunities for income management are offered.

Benefits

Unique remuneration structure

Opportunity to manage your own income

Work with industry visionaries

Qualifications

• At least three years of Broker Consultant experience in a relevant role.
• Goal and target motivated.
• Sales and marketing orientation.

Responsibilities

• Building a supporting portfolio of brokers.
• Promoting and marketing the company’s products.
• Building strong relationships with brokers.

Skills

Ability to build a portfolio of brokers

Knowledge of the financial services industry

Marketing principles and sales skills

Experience in third-party marketing

Understanding of regulatory legislation

Willingness to travel

Valid driver’s license

Education

Completed Business/Commerce/Marketing/Legal degree

Postgraduate Diploma in Financial Planning or Wealth Management

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: 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 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, aiming to achieve business objectives in a dynamic, innovative, and high-performance environment. You will promote Sanlam products to brokers, focusing on building trusting relationships, supporting and up-skilling brokers with relevant information, tools, and technologies to enable their practice.

Output/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 their practices and helping them grow 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?

Qualification & Experience

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

Knowledge and Skills

• Ability to build a portfolio of brokers
• Knowledge of the financial services industry, specifically life insurance
• Marketing principles and sales skills to meet targets
• Experience in third-party marketing
• Understanding of relevant regulatory legislation and compliance
• Willingness to travel
• Valid driver’s license and reliable motor vehicle

Personal qualities

• Innovative thinking
• Client centricity
• Results driven
• Collaborative spirit
• Flexibility and adaptability
• Decision-making quality
• Action orientation
• Ability to plan and align
• Business insight
• Commitment to fair customer treatment

Process for applications

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 further applications after the closing date.

Turnaround times

The shortlisting process begins once the application deadline has passed. The duration depends on your progress and the availability of managers.

Our commitment

We aim to help you build a successful career with us. We value strong, lasting relationships with our employees and support your future aspirations—career growth, personal development, and achievement. Our group offers many opportunities through its 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 embracing diversity. Our employment equity plan and targets will be considered during recruitment, aiming for a diverse, inclusive workforce that reflects societal demographics and includes people with disabilities.