Financial Services Sales Consultant: Relationship Builder

Sanlam Limited; Gauteng; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Sanlam Limited in Gauteng South Region is seeking a Sales Consultant (PG09) to independently manage intermediary and client relationships, supporting financial planning outcomes while ensuring regulatory compliance.

The role reports to the Business Manager and serves as an interface between Sanlam and Authorised Principals and advisers. You will market Sanlam products and build new business opportunities with a strong emphasis on service and sales growth.

Qualifications

• Sound understanding of distribution model and procedures or systems.
• Wealth Management qualifications or equivalent preferred.
• Regulatory exam experience is advantageous.

Responsibilities

• Provide Authorized Principals and advisers with support to grow their practice.
• Administration and processing of business.
• Drive sales and business-building activities with APs and advisers.
• Build sound partnering relationships with product providers and Sanlam.

Skills

Builds Rapport

Closes Effectively

Initiates Compelling Sales Con

Verbal Communication

Intermediaries Process

Maintains the Relationship

MS Office

Valid driver's licence

Own reliable vehicle

Education

Wealth Management 1/2/3 or equivalent

Industry-related qualification

Regulatory Exam

Tools

SanFin

AUTONUB

MS Office

Job description

Sanlam Limited in Gauteng South Region is seeking a Sales Consultant (PG09) to independently manage intermediary and client relationships, supporting financial planning outcomes while ensuring regulatory compliance.

The role reports to the Business Manager and serves as an interface between Sanlam and Authorised Principals and advisers. You will market Sanlam products and build new business opportunities with a strong emphasis on service and sales growth.