E Consultant (PG08): SanlamConnect East Coast Region : Umhlanga: Re-run

Sanlam; Umhlanga Rocks; On-site; ZAR 300 000 - 500 000; Full time

Job summary

A financial services company in Umhlanga Rocks is looking for E-Hub Consultants to support brokers through electronic servicing. The role involves driving sales, assisting in business activities, and ensuring compliance. Ideal candidates will have relevant qualifications and experience in financial services. Join us to empower clients to be financially confident and secure.

Qualifications

• Matric is required.
• Experience as a Broker Consultant/Assistant in financial services.

Responsibilities

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

Skills

Financial Services & Industry Knowledge

Financial Services Product Knowledge

Education

Relevant Qualification in Financial Services

BCom Degree/ Marketing Diploma

Job description

Overview

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.

Role

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.

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

What will make you successful

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 30October 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.

Career with us

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.