Broker Consultant: SanlamConnect: Gauteng South Region (Constantia Kloof) (PG10)

Purpose of the Role

• This role will report to the Business Manager.
• Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
• This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice. 

Overview of Role Responsibilities

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’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 with the brokers. 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 broker. 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

Qualification/s and Experience:

• Preferably completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder
• At least three years Broker Consultant experience and currently in a Broker Consultant role
• Strong focus in Investments and Business Assurance

Knowledge and Skills:

To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge
• Willingness to travel
• Must have a valid driver’s licence and reliable motor vehicle

Managerial Experience

• Not applicable

Required Behavioural Competencies

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

The closing date for applications is 03 November 2026.