Sales Consultant: East Coast Region (PG9/10) : Umhlanga: Re-Run at Sanlam Group

What will you do?

• This role will report to the Business Manager
• This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP) and their advisors.  
• The Sales Consultant markets and promotes Sanlam products to Authorised Principals and advisors operating in the senior segment.
• The Sales Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Authorised Principals and their advisors with relevant information, tools and technologies that will enable the Authorised principals and advisors in their practice.   
• Provide Authorized Principal and advisors with support and assistance to grow their practice
• Administration and processing of business
• Drive sales and business building activities with Authorized Principal and advisors
• Build sound partnering relationships with the product provider resources, the Authorized Principal   advisors/service agents and Sanlam

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

Qualification & experience

• Wealth Management  3 or equivalent
• An industry related qualification would be advantageous
• RE 5 would be advantageous
• Minimum 4 years’ experience in Financial Services sales environment with a history of success
• Thorough understanding of the tied-adviser distribution model and supporting processing requirements would be advantageous

Knowledge and skills 

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Own reliable motor vehicle
• 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