Broker Consultant (PG10): SanlamConnect East Coast: Umhlanga

Purpose of the Role

• This role will report to the Business Manager
• Your primary focus will be building a supporting portfolio of brokers to increase new business. The 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 products to Brokers, with a primary focus of building a portfolio of supporting 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 portfolio of brokers
• 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’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

Required Skills

Builds Rapport - Intermediate

• Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works with guidance.

Closes Effectively - Intermediate

• Works at an intermediate level to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works with guidance.

Initiates Compelling Sales Conversations - Intermediate

• Works at an intermediate level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works with guidance.

Verbal Communication - Intermediate

• Works at an intermediate level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works with guidance.

Intermediaries Process - Intermediate

• Works at an intermediate level to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works with guidance.

Maintains the Relationship - Intermediate

• Works at an intermediate level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works with guidance.

General Experience

• Ability to build a portfolio of brokers
• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Sound experience and understanding of straightforward procedures or systems 
• Relevant regulatory legislation and compliance knowledge
• Willingness to travel
• Must have a valid driver’s license and reliable motor vehicle
• At least three years’ Broker Consultant experience and currently in a Broker Consultant role
• Goal and target motivated

Education

• Matric
• Degree or Diploma with 3 to 4 years related experience.

Required Behavioural Competencies

• Plans and Aligns
• Ensures Accountability
• Communicates Effectively
• Manages Complexity
• Customer Focus
• Interpersonal Savvy

The closing date for applications is 12 November 2026.