Sanlam Group
What will you do?
This role will report to the Business Manager
This is a third party marketing and relationships building role serving as an interface between Sanlam and Authorised Principals (AP) and their advisors.
The Sales Consultant markets and promotes Sanlam products to Authorised Principals and advisors operating in the senior segment.
The Sales Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skills Authorised Principals and their advisors with relevant information, tools and technologies that will enable the Authorised principals and advisors in their practice.
Provide Authorized Principal and advisors with support and assistance to grow their practice
Administration and processing of business
Drive sales and business building activities with Authorized Principal and advisors
Build sound partnering relationships with the product provider resources, the Authorized Principal advisors/service agents and Sanlam
What will make you successful in this role?
Must be comfortable working in a target driven, competitive, sales orientated environment
Service and customer orientated
Natural relationship builder
Pro-active, self-starter and energetic
Goal and target motivated
Sales and marketing orientation
Socially confident and skilled to communicate well
Willingness to travel
Qualification & experience
Wealth Management 3 or equivalent
An industry related qualification would be advantageous
RE 5 would be advantageous
Minimum 4 years’ experience in Financial Services sales environment with a history of success
Thorough understanding of the tied-adviser distribution model and supporting processing requirements would be advantageous
Knowledge and skills
MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
Valid driver’s licence
Own reliable motor vehicle
Business Management
Financial Services Industry Knowledge
Financial Services Product Knowledge (Sanlam and competitors)
Relevant regulatory legislation and compliance knowledge
Basic legal technical knowledge
Marketing principles
Sales process and steps
Training/coaching others
Solid administration skills
Personal qualities
Cultivates innovation
Client centricity
Results driven
Collaboration
Flexibility and adaptability
Business insights
Decision quality
Action Oriented
Plans and aligns
Treating Customers Fairly
Apply via company website ( ) or
careers.sanlamcloud.co.za