Broker Consultant (PG10): Cape Focus Unit: SanlamConnect: Cape Region Mowbray at Sanlam Group

Company:

Sanlam Group

Sanlam Group

Industry: Banking / Financial Services

Deadline: Sep 30, 2025

Job Type: Full Time

Qualification: Bachelors, Masters

Experience: 3 years

Province: Western Cape

City: Cape Town

Field: Sales / Marketing / Retail / Business Development

What will you do?

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

What will make you successful in this role?

Qualification and Experience

  • Completed Business/Commerce/Marketing/Legal 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/Business Consultant/Business Development Manager role in a Life Insurance or Linked Investment Service Provider company

Knowledge and Skills

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

  • 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
  • Relevant regulatory legislation and compliance knowledge
  • Willingness to travel
  • Must have a valid driver’s license and reliable motor vehicle

Personal Qualities

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

The closing date for applications is 30 September 2025.

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