Broker Consultant - Port Elizabeth | Eastern Cape (Broker Division)

at  Sanlam

WHO ARE WE?

Sanlam Developing Markets Limited (SDM) (a wholly owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely: Group Business, Individual Life and Safrican Insurance.

QUALIFICATION & EXPERIENCE

• Matric
• A Marketing/ Management Diploma will be an advantage.

KNOWLEDGE AND SKILLS

• Driver’s License (own transport is a must).
• 2 years marketing/sales experience or experience in a similar capacity.
• Preference will be given to candidates from the financial services industry.
• FAIS credits
• RE1/5 would be advantageous

WHAT WILL YOU DO?

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
• Developing existing markets
• Risk management
• New Business (quality)
• Training (administration and sales)
• Target and goal setting (brokers/SAI/self)
• Action and development plans for future
• Analysis of management reports
• Business relationship building
• Conservation/ pay point control
• Maintain and improve service standards