Broker Consultant: SLS: SanlamConnect Intermediaries Cape Region (Tygerberg)

Sanlam Limited; Bellville; On-site; ZAR 400 000 - 500 000; Full time

Job summary

A leading financial services company in Bellville seeks a Broker Consultant to promote products and build relationships with brokers. Candidates should have a postgraduate diploma in Financial Planning and demonstrate strong sales skills. The role offers a unique remuneration structure and opportunity to manage your own income in a dynamic environment.

Benefits

Unique remuneration structure

Opportunity for personal growth

Support from industry visionaries

Qualifications

• Preferably a postgraduate diploma in Financial Planning/RFP3/Wealth Management 3.
• Goal and target motivated.
• Demonstrate good experience in the financial services industry.

Responsibilities

• Promote and market the company's products.
• Build strong relationships with brokers.
• Support brokers in their practices.

Skills

Sales and marketing orientation

Natural relationship-builder

Flexibility and adaptability

Education

Postgraduate diploma in Financial Planning/RFP3/Wealth Management 3

Job description

Overview

Location: Bellville, Western Cape, 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 to work with brokers, acting as the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high-performance environment. This is a third-party marketing role where the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting, partnering relationship to generate new business opportunities; supports and up-skilI Brokers with relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding targets
• Supporting brokers in their practices and assisting them to grow their businesses

Your success will come from

• Delivers on responsibilities and achieves set targets

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 and Experience

• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder

Knowledge and Skills

To be successful you will need to demonstrate good experience in:

• 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

Personal Qualities

• Cultivates innovation
• Flexibility and adaptability
• Action oriented
• Plans and aligns
• Business insights
• Treating customer fairly

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.

The closing date for applications is 12 November 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.

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.

Our commitment to transformation

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.