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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet 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

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

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

• 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
• Sound experience and understanding of straightforward procedures or systems
• Relevant regulatory legislation and compliance knowledge
• Willingness to travel
• Must have a valid driver’s license and reliable motor vehicle
• At least three years’ Broker Consultant experience and currently in a Broker Consultant role
• Goal and target motivated

Education

Matric

Degree or Diploma with 3 to 4 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.