Sanlam: E Consultant- Retail Affluent

  • Post author:
  • Post published:Sep 27, 2021
  • Post category:Jobs

Your success will come from:

  • Driving sales and business building activities with brokers
  • Providing brokers with support to grow their practice
  • Preparation and planning for broker engagements
  • Building sound partnering relationships
  • Administration and processing of new and existing business
  • Meeting and exceeding your sales targets

What will make you successful in this role? 
Qualification & Experience 

  • Matric
  • Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
  • Experience as a Broker Consultant/Assistant within a financial services distribution environment.

Knowledge and Skills 
To be successful you will need to demonstrate good experience in: 

  • Financial Services & Industry Knowledge
  • Financial Services Product Knowledge

Personal Qualities 

  • Cultivates innovation
  • Client centricity
  • Results driven
  • Collaboration
  • Flexibility and adaptability
  • Decision quality
  • Action oriented
  • Plans and aligns
  • Business insights
  • Treating customers fairly Qualification and Experience Grade 12 or Diploma with 5 to 6 years related experience. Knowledge and Skills Broker Support Administration and processing of new and existing business Business Building Partnership Building Coach and develop others Personal Attributes Business insight – Contributing independently Decision quality – Contributing independently Builds effective teams – Contributing independently Plans and aligns – Contributing independently Build a successful career with us

Closing date: 06 October 2021