E Consultant: SanlamConnect: GS: Meersig at Sanlam Group

What will you do?

• The primary focus of the position is to work with Brokers being the interface between themselves and the SanlamConnect: Gauteng South region to reach business objectives in a dynamic, innovative and high-performance business. The Electronic Sales Consultants only service Brokers via non face-to-face mediums using phone, email and a web-based application. Thus an electronic based servicing model is utilized. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.

Output/Core Tasks:
Your success will come from:

• 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
• Supporting investment projects and campaigns (marketing support) 

What will make you successful in this role?

Qualification and Experience 

• Completed Business/Commerce/Marketing degree  
• Relevant Qualification in Financial Services, e.g. Wealth Management 
• Experience as a Broker Consultant/Assistant within the financial services industry 

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

Applications for this position close on 10 February 2023