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

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

Job summary

A leading financial services firm in Umhlanga, KwaZulu-Natal is seeking a Broker Consultant to drive sales and provide necessary support to brokers. The ideal candidate will have experience in financial services and management, with a focus on building strong partnerships. A relevant qualification in Financial Services is required. Join us to help empower clients financially in a dynamic business environment.

Benefits

Career development opportunities

Diverse workplace culture

Qualifications

• Experience as a Broker Consultant/Assistant within a financial services environment.
• Ability to drive sales and business building activities.

Responsibilities

• Drive sales and business building activities with brokers.
• Provide support to brokers to grow their practice.
• Administer and process new and existing business.

Skills

Financial Services & Industry Knowledge

Financial Services Product Knowledge

Client centricity

Results driven

Collaboration

Education

Relevant qualification in Financial Services

Matric

Wealth Management/ BCom Degree/ Marketing Diploma

Job description

Location: Umhlanga, KwaZulu Natal, 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 meeting the financial needs of our clients. Our vision: 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.

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

• 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 are interested in applying for this role, please submit your CV.
• The closing date for applications is 26 September 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. Our employment equity plan and targets will be considered as part of the recruitment process. This commitment drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce representing the demographics of our society as well as people with disabilities.