Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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What will you do?
- The financial service industry is the place to be for an ambitious professional!
- Third party marketing brings big opportunities, big rewards
- Broker Consultant: SanlamConnect East Coast Region 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 SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high performance business.
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 is 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
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
- 2 years of experience in the financial services industry.
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- At least one year of experience working with brokers
- 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
- Technical and Professional Knowledge
- Entrepreneurship
- Treating customers fairly (TCF)
- Decision-making
- Continuous learning
- Gaining commitment
- Work standards
- Adaptability
- Tenacity
- Initiative
- Impact
The closing date for applications is 30 October 2025.
go to method of application »
What will you do?
- Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.
- Creating opportunities for client optimisation and cross selling of value-added services.
- Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
- Ensure compliance, quality, and risk management.
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Experience
- 1 year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
Knowledge, Skills and Competencies
- Client service.
- Sales and cross-selling tactics and strategies (client optimisation).
- Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal.
- Knowledge on insurance products would be advantageous.
- Persistently focused on achieving targets.
- Analysing information.
- Technologically orientated.
- Selling and influencing skills.
- Critical thinking skills.
- Strong communicator (verbally and in writing).
- Strong customer service orientation .
- Organising skills.
- Adaptable and open to learning.
go to method of application »
What will you do?
- The financial service industry is the place to be for an ambitious professional!
- Third party marketing brings big opportunities, big rewards
- Broker Consultant: SanlamConnect East Coast Region 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 SanlamConnect East Coast Region, your primary focus will be to work with Brokers being the interface between themselves and SanlamConnect East Coast Region to reach business objectives in a dynamic, innovative and high performance business.
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 is 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
- Completed Business/Commerce/Marketing degree
- Preferably Post graduate diploma in Financial Planning/RFP3/Wealth/Management 3
- 2 years of experience in the financial services industry.
- Goal and target motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- The financial services industry, specifically in life insurance
- At least one year of experience working with brokers
- 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
- Technical and Professional Knowledge
- Entrepreneurship
- Treating customers fairly (TCF)
- Decision-making
- Continuous learning
- Gaining commitment
- Work standards
- Adaptability
- Tenacity
- Initiative
- Impact
The closing date for applications is 30 October 2025.
go to method of application »
What will you do?
- The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors business thereby assisting in meeting the required sales targets.
Support Financial Advisors in:
- Rendering ongoing technical advice and support
- Partnering with Financial Advisors to reach production targets
- Sourcing for business opportunities in advisor’s practice
- Managing and support leads and campaigns
- Assisting and liaising with new business and underwriting to facilitate the issuing of business
- Assisting with the processing of claims, replacements and quotations
- Assisting with comparative competitor quotes
With regards to Compliance ensure that:
- The different tools are understood and utilized by the Financial Advisors
- The Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance
- Monitor and flag any suspect or risky business with the Business Manager
- Support projects and focus activities of the Business Manager that seek to drive production
- Networking with other stakeholders in the sales/support process
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
- Your own reliable vehicle and valid driver’s licence
- Ability to communicate effectively in both English and Afrikaans
Qualification and Experience:
- RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3
- An industry related qualification would be advantageous
- Regulatory Exam would be advantageous
- Minimum 2 years’ experience in Marketing and Financial Services sales environment
- Thorough understanding of agency distribution model and supporting processing requirements would be advantageous
Knowledge and Skills:
- MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
- Valid driver’s licence
- 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
go to method of application »
What will you do?
- The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
- The E-Hub Consultants only service brokers via non face to face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised. 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
What will make you successful in this role?
Qualification & Experience
- Matric
- Relevant Qualification in Financial Services, e.g. Wealth Management/ BCom Degree/ Marketing Diploma
- Experience as a Broker Consultant/Assistant within a financial services distribution environment.
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
The closing date for applications is 30 October 2025.
go to method of application »
What will you do?
- This role will report to the Entity 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.
Achieve Sales Targets:
- Achieve monthly and annual production targets
- Convert sales leads
- Drive production through the implementation of campaigns
Support Financial Advisors in:
- Rendering ongoing technical advice and support
- Partnering with Financial Advisors to reach production targets
- Sourcing for business opportunities in advisor’s practice
- Managing and support leads and campaigns
- Assisting and liaising with new business and underwriting to facilitate the issuing of business
- Assisting with the processing of replacements and quotations
- Assisting with comparative competitor quotes
With regards to Compliance ensure that:
- The different tools are understood and utilized by the Financial Advisors
- The Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance
- Assist Business Manager with adhoc requests and with the signing off new business submissions following the regional business submission rules.
Monitor and flag any suspect or risky business with the Business Manager
Support projects and focus activities that seek to drive production
Networking with other stakeholders in the sales/support process
- Provide Authorized Principal and advisors with support and assistance to grow their practice
- Administration and processing of new 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 1, 2 or 3 or equivalent
- An industry related qualification would be advantageous
- Regulatory Exam would be advantageous
- Minimum 4 years’ experience in Financial Services sales environment
- Thorough understanding of agency 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
The closing date for applications is 30 October 2025.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
- Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
go to method of application »
What will you do?
- To grow the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch.
- Being a key representative for the retail branch in the industry.
What will make you successful in this role?
Strategy Development and Business Planning:
- Work with Area Manager and translate the Provincial strategy into a retail branch strategy, specifying targets, objectives and metrics.
- Contribute insights to monthly, quarterly and annual business planning for retail branches in the Region / Province.
- Responsible for managing operational costs in line with the allocated budget.
- Develop incentive tactics for the Branch Consultants and drive performance
Retail Branch Sales Delivery
Activations:
- Develop and execute strategies (campaigns / promotions / events / etc.) to entice and draw clients from outside of the branch.
- Plan and represent the branch at various forums / events / community platforms to establish awareness and gain business.
Sales and Operational Effectiveness:
- Communicate the Retail Branch strategy, sales targets and metrics to Branch Consultants. Identify Key Result Areas and work with Branch Consultants to develop and agree collective targets.
- Monitor activities and the achievement of sales targets in the branch. Identify areas of improvement and work with Branch Consultants to address / rectify.
- Work with Business Owners of supporting functions (HR, Technology, etc.), and put the right mechanisms in place (systems, processes, technology) to ensure the branch is able to deliver a service and achieve targets.
- Identify and escalate areas of improvement regarding support systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
Establish and drive a Service Culture:
- Align processes and procedures in the Bank to allow for a smooth, efficient and optimal client experience.
- Develop, drive and monitor client experience, and client service delivery standards in the branch.
- Manage the daily achievements of and adherence to service delivery SLAs. Identify areas of continuous improvement and take corrective action to address it.
- Ensure all client complaints and queries are handled effectively, within SLA timeframes. Where relevant, respond to escalations and continuously provide feedback to clients regarding outcomes / progress of resolutions.
Compliance, Quality and Risk Management:
- Ensure compliance and quality standards are effectively communicated and adopted across the branch.
- Ensure alignment to the Treating the Customer Fairly (TCF) framework in all business practices and ensure the branch operates within the FSCA regulations.
People Management:
- Work with Human Resources and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets in the branch.
- Work with HR to establish and maintain good people practices in the branch.
- Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Manage and support the accreditation and continuous professional growth of staff functioning in the branch.
Monthly Planning and Reporting
- Responsible for monthly reporting of sales and service activities in the Branch. Analyse data to identify areas of improvement and plan for the next month.
- Conduct monthly and annual planning based on reports
Qualification:
- Matric (Grade 12)
- RE1 and RE5
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business accreditation (annual)
- Compliant with continuous professional development (CPD) current and past cycles.
Method of Application
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