Broker Growth & Sales Consultant

Sanlam Limited; Umhlanga Rocks; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Umhlanga, KwaZulu-Natal is seeking a Broker Consultant to enhance client support and drive sales through an electronic servicing model. The ideal candidate will have a Matric qualification, relevant financial services qualifications, and experience in a similar role. Successful candidates are results-driven, client-centric, and able to build strong relationships with brokers. This role offers opportunities for career growth within a diverse and inclusive organization.

Qualifications

• Experience as a Broker Consultant/Assistant within a financial services distribution environment.

Responsibilities

• Driving sales and business building activities with brokers.
• Providing brokers with support to grow their practice.
• Preparation and planning for broker engagements.
• Building sound partnering relationships.
• Administration and processing of new and existing business.
• Meeting and exceeding your sales targets.

Skills

Financial Services & Industry Knowledge

Financial Services Product Knowledge

Education

Matric

Relevant Qualification in Financial Services (Wealth Management/BCom Degree/Marketing Diploma)

Job description

A leading financial services provider in Umhlanga, KwaZulu-Natal is seeking a Broker Consultant to enhance client support and drive sales through an electronic servicing model. The ideal candidate will have a Matric qualification, relevant financial services qualifications, and experience in a similar role. Successful candidates are results-driven, client-centric, and able to build strong relationships with brokers. This role offers opportunities for career growth within a diverse and inclusive organization.