Broker Consultant (PG 10): SanlamConnect: East Coast… at Sanlam · ZAF

Purpose of the Role

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

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

• Sound experience and understanding of straightforward procedures or systems
• 2 years of experience in the financial services industry
• At least one year of experience working with brokers
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder
• Marketing principles and sales skills to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge

Education

Required Behavioural Competencies

Turnaround Times

• The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

•If you meet the above criteria, and is interested in applying for this role, please submit your CV.

The closing date for applications is 12 November 2026.