Broker Consultant (pg10): Gauteng North Region (lynnwood)
sanlamcloud.co.za
Pretoria, Gauteng, ZA
On-site
Broker consultant experience
Investments and business assurance focus
Financial services industry knowledge
This role will report to the Business Manager and your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives
Job Summary
This role will report to the Business Manager and your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives.
Your success will come from promoting and marketing the company products, building strong relationships with brokers, providing efficient service, meeting and exceeding your targets, and supporting brokers in their practices.
Sanlam is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process.
Matching Summary
This role will report to the Business Manager and your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives.
Skills & Requirements
Must-have
Broker Consultant experience
Investments and Business Assurance focus
Financial services industry knowledge
Third-party marketing experience
Valid driver’s licence and reliable motor vehicle
Nice-to-have
Cultivates innovation
Client centricity
Results driven
Collaboration
Flexibility and adaptability
Key Requirements
Completed Business/Commerce/Marketing degree
Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
At least three years Broker Consultant experience
Relevant regulatory legislation and compliance knowledge