Job Description

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

Purpose of the Role

This is a first line sales management role operating within a regional unit, focused in the broker channel. This role manages, supports and develops a team of Broker Consultant’s (BC’s), who market/sell/service panels of brokers. The Broker Sales Manager will report to a Business Manager and form part of the Regional sales team. This role is tasked with driving sales, managing expenses, growing a supporting broker base and the role will retain its own panel of Brokers. Key responsibilities include;

• Form part of the region sales team
• Recruitment, selection and onboarding of BCs
• Recruitment, vetting and contracting new brokers
• Create, drive, monitor and report on sales plans, targets and growth
• Support broker marketing initiatives
• Coaching, vesting and development of BC’s
• Manage BC’s productivity and production
• Manage service-related escalations with HO
• Compliance and risk management
• People and Performance Management
• Budgets and expense management
• Broker relationship management

Required Skills

Negotiation - Fully Competent

Works with full competence to obtain consensus between two or more parties who may have different interests, for the benefit of the organization. Typically works without supervision and may provide technical guidance.

Verbal Communication - Advanced

Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.

Effectively Presents Solutions - Advanced

Works at an advanced level to communicate and articulate potential resolutions or strategies in a clear, compelling, and tailored manner to address specific challenges or meet organizational needs. Typically works independently and provides guidance.

Intermediary Operations - Advanced

Works at an advanced level to use intermediary processes and procedures so that new risks, alterations and/or cancellations to be processed in an accurate and timely manner. Typically works independently and provides guidance.

Brokerage Operations Management - Fully Competent

Works with full competence to oversee and optimize trading processes, ensure regulatory compliance, manage risk, and enhance operational efficiency within brokerage firms to support seamless transactions and client satisfaction. Typically works without supervision and may provide technical guidance.

Maintains the Relationship - Fully Competent

Works with full competence to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works without supervision and may provide technical guidance.

General Experience

Extensive Financial Services experience of which 5 years must be in a recent SanlamConnect environment (preferably as a Broker Consultant)

Managerial Experience

Experience of supervising and directing people and other resources to achieve specific end results within limited timeframes (Minimum 3 years)

Education

Undergraduate Degree / Honours Tertiary Degree

Required Behavioural Competencies

Instils Trust

Manages Complexity

Drives Results

Cultivates Innovation

Builds Effective Teams

Directs Work

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.

The closing date for all applications is Friday 2nd October 2026.

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.