E Consultant (PG08): SanlamConnect East Coast Region : Umhlanga

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

Job summary

A financial services provider in Umhlanga Rocks is seeking an E-Hub Consultant to support brokers through phone and email interactions. Key responsibilities include driving sales, providing administrative support, and building partnerships. Candidates should have relevant qualifications in Financial Services and strong industry knowledge. This role offers the opportunity to impact business growth within a dynamic team.

Qualifications

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

Responsibilities

• Drive sales and business building activities with brokers.
• Provide brokers with support to grow their practice.
• Build sound partnering relationships.

Skills

Financial Services & Industry Knowledge

Financial Services Product Knowledge

Education

Matric

Relevant Qualification in Financial Services

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 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.

What will you do?

The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business. The E-Hub Consultants only service brokers via non face to face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.

Output/Core Tasks

Your success will come from:

• 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
  
  

What will make you successful in this role?

Qualification & Experience

• Matric
• Relevant Qualification in Financial Services, e.g. Wealth Management/ BCom Degree/ Marketing Diploma
• Experience as a Broker Consultant/Assistant within a financial services distribution environment.
  
  

Knowledge And Skills

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

• Financial Services & Industry Knowledge
• Financial Services Product Knowledge
  
  

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action oriented
• Plans and aligns
• Business insights
• Treating customers fairly
  
  

Process for Application

• If you meet the above criteria, and is interested in applying for this role, please submit your CV.
• The closing date for applications is 11 August 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.

Turnaround times

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.

Our aim is to help you 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 business clusters – Sanlam Life and Savings, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, MiWay, as well as the Group Office – the group provides many opportunities for growth and development.

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.