Investment Broker Consultant (PG10): SanlamConnect Gauteng North (Lynnwood) at Sanlam Group

What will you do?

• This role will report to the Business Manager.
• You will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Broker portfolio, developing and/or increasing Sanlam Group’s market share of retail investment business from your portfolio, while co-creating bespoke solutions, interactions with Sanlam Private Wealth and Glacier.
• The Investment Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment.
• As a Broker Consultant, you will play a third party marketing role to promote Sanlam Investment products to Brokers, with a primary focus of building a portfolio of supporting investment brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks:

Your success will come from:

• Building a supporting investment portfolio of brokers
• Promoting and marketing the company products
• Building strong relationships with brokers and product providers
• 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

What will make you successful in this role?

Qualification and Experience:

• Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)
• CFP is advantageous
• At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
• Supporting and developing of Broker practices
• Proven Sales related success and track record
• Technical knowledge about retail investments, retail investment industry
• Valid drivers’ license and own reliable vehicle
• Willingness to travel

Knowledge and Skills:

• Ability to build an investment portfolio of brokers
• Goal and target motivated
• Natural relationship builder
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Personal Qualities:

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action orientated
• Plans and aligns
• Business insights
• Treating customers fairly