Broker Consultant: SBD Cape (George) at Sanlam Private Wealth

Job description
Position Details

Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs.

Position Description

The financial service industry is the place to be for an ambitious Professional!

Third party Marketing brings Big opportunities, Big rewards

Sanlam Broker Distribution is the distinctive hub of our business, central to driving investor flows and keeping our brand and national footprint as strong as it is. We are a dynamic, innovative and high performance distribution channel, committed to the value of independent intermediated advice and to long-term relationships between brokers and their clients.

As an integral part of Sanlam Broker Distribution, your primary focus will be to work with brokers being the interface between themselves and Sanlam Broker Distribution to reach business objectives in a dynamic, innovative and high performance business.

Key Responsibilities

Output/Core Tasks

Your success will come from:

• promoting and marketing the company products
• building strong relationships with brokers
• providing efficient service
• meeting and exceeding your targets
• supporting brokers in their practices and assist them to grow their businesses.

What’s in it for you?

Unique remuneration structure that will see you well rewarded for your

• success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and
• creativity
• Represent one of the top well respected South African companies
• Be invested in and grow your talents

Minimum Requirements

To be successful you will need to demonstrate good experience in

• the Financial Services Industry specifically in life insurance
• marketing principles and sales skills in order to meet your targets
• experience in third party marketing
• relevant regulatory legislation and compliance knowledge

Do you have what it takes?

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth

Management 3

• Goal and target motivated
• Sales and marketing orientation
• Natural relationship builder

Competencies

• Technical and Professional Knowledge
• Entrepreneurship
• Treating Customers Fairly
• Decision Making
• Continuous Learning
• Gaining Commitment
• Work Standards
• Adaptability
• Tenacity
• Initiative
• Communicate effectively in English and Afrikaans
• Impact