Broker Business Consultant at Sanlam Group

Who are we?

MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. Category winners of the Mail & Guardian Top Companies Reputation Awards in 2014, as well as the Deloitte Best Company to Work For Survey 2011 and 2012 – were are passionate about our people. We are positive that with the right people on board, we will continue to grow and give our clients the freedom to do things their way – free from worry and most importantly at peace with all the “what-ifs” of the world. Company values that every employee subscribes to are: Energy, Freedom, Accountability and Attitude. The ideal candidate is one who has the courage to be bold and subscribes to MiWay’s core values! Do you have a positive attitude, love a challenge, treat your colleagues with respect and look for solutions, not problems? If yes, then MiWay is the place for you!

What will you do?

Up for a new challenge, feel you can make a difference? The Brokers Department is looking for an enthusiastic individual who would like to fill the above-mentioned role. This job is focused on sales, the retention and profitable growth of allocated broker portfolios through the development and management of strong relationships with intermediaries and internal business partners. Ensure successful implementation and management of short-term initiatives

What will make you successful in this role?

• Grade 12/Standard 10/ NQF 4

• Must have RE

• 5 to 6 years in a relationship management role within Sales. 

• Minimum 2 years Short term insurance technical product knowledge

• Minimum 2 years Short term insurance technical underwriting knowledge

• In-depth knowledge of financial analysis process and statistics

Deliverables include, but will not be limited to

• Support and Achieve sales strategy and business plan for the individual broker

• Facilitate the sales process and ensure that brokers deal with correct channels 

• Establish and manage strong relationships with brokers including business managers

• Growth of allocated broker portfolios 

• Assist in identifying new potential brokers and opportunities for business growth 

• Awareness of competition and market information 

• Monthly report analysis of figures down to broker level

• Mange and oversee overall broker portfolio management

Competencies Required

• Deciding and initiating action 

• Client service orientation and Strong customer service focused

• Building networks and good relations 

• Influencing 

• Applying expertise and technology 

• Resourceful Problem solving 

• Systematic Planning and organized with an ability to plan and priorities effectively  

• Supporting and adapt to change 

• Resilient, with the ability to Performing under pressure 

• Ability to work independently 

• Enterprising and commercial thinking 

• Good Team player, Team worker and Supporter 

• Results and deadline driven

• Understanding of your stakeholders 

• Analyzing

Knowledge and Skills

• Broker Support
• Administration and processing of new and existing business
• Business Building
• Partnership Building
• Coach and develop others

Personal Attributes

• Business insight - Contributing independently
• Decision quality - Contributing independently
• Builds effective teams - Contributing independently
• Plans and aligns - Contributing independently

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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Turnaround time

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. 

Deadline to Apply: 31 December 2021

Our commitment to transformation

At MiWay we believe in cultivating a positive and dynamic working environment that gives you freedom and opportunity to succeed. MiWay is committed to transformation and embracing diversity. This is what drives us to achieve a multicultural workplace with employment equity as a key goal to create an inclusive workforce, reflective of the demographics of our society.