Job Description

Who are we?

SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

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

Matric

Degree or Diploma with 2 years related experience.

Required Behavioural Competencies

Plans and Aligns

Ensures Accountability

Communicates Effectively

Manages Complexity

Customer Focus

Interpersonal Savvy

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.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.