Sales Consultant (PG09/10): SanlamConnect: East Coast Region:Umhlanga

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

Job summary

A leading financial services provider in South Africa seeks a Marketing Coordinator to support Financial Advisors. The ideal candidate will devise strategies and campaigns to grow advisors' businesses. Success in this role requires a strong sales orientation, excellent relationship-building skills, and a willingness to travel. Candidates should have relevant qualifications and at least two years of experience in financial services sales.

Qualifications

• Comfortable in a target-driven, competitive environment
• Minimum 2 years experience in marketing and financial services sales

Responsibilities

• Support Financial Advisors with ongoing technical advice and support
• Partner with Financial Advisors to reach production targets
• Monitor and flag any suspect or risky business

Skills

Service and customer oriented

Natural relationship builder

Pro-active, self-starter and energetic

Goal and target motivated

Sales and marketing orientation

Socially confident and skilled to communicate well

Willingness to travel

Education

RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3

An industry-related qualification

Regulatory Exam

Minimum 2 years’ experience in Marketing and Financial Services sales

Tools

MS Office (Excel, Word, PP)

SanFin

AUTONUB

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 and intermediaries. 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 GROW AND PROTECT WEALTH.

What will you do?

The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors business thereby assisting in meeting the required sales targets.

1. Support Financial Advisors in:
   • Rendering ongoing technical advice and support
   • Partnering with Financial Advisors to reach production targets
   • Sourcing for business opportunities in advisor’s practice
   • Managing and support leads and campaigns
   • Assisting and liaising with new business and underwriting to facilitate the issuing of business
   • Assisting with the processing of claims, replacements and quotations
   • Assisting with comparative competitor quotes
2. With regards to Compliance ensure that:
   • The different tools are understood and utilized by the Financial Advisors
   • The Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance
3. Monitor and flag any suspect or risky business with the Business Manager
4. Support projects and focus activities of the Business Manager that seek to drive production
5. Networking with other stakeholders in the sales/support process

What will make you successful in this role?

Must be comfortable working in a target driven, competitive, sales orientated environment

• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well
• Willingness to travel
• Your own reliable vehicle and valid driver’s licence

Qualification & experience

• RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in Marketing and Financial Services sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and skills

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Business Management
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Business insights
• Decision quality
• Action Oriented
• Plans and aligns
• Treating Customers Fairly

Process for application

• If you meet the above criteria, and you are interested in applying for this role, please submit your CV.
• The closing date for applications is 28 November 2025.

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. 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.

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.