Job Description
Full job descriptionWho 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. What will you do?This role will report to the Business Manager.You will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Broker portfolio, developing and/or increasing Sanlam Group’s market share of retail investment business from your portfolio, while co-creating bespoke solutions, interactions with Sanlam Private Wealth and Glacier.The Investment 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 Investment products to Brokers, with a primary focus of building a portfolio of supporting investment 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 investment portfolio of brokersPromoting and marketing the company productsBuilding strong relationships with brokers and product providersProviding efficient serviceMeeting and exceeding your targetsSupporting 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 successGet to manage your own incomeWork with visionaries in the industry who value entrepreneurship and creativityRepresent one of the top well-respected South African companiesBe invested in and grow your talents
Responsibilities + Skills
Education
Relevant financial / investment qualification (Financial tertiary qualification on Honours level is recommended)CFP is advantageousAt least 5 years experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar roleSupporting and developing of Broker practicesProven Sales related success and track recordTechnical knowledge about retail investments, retail investment industryValid drivers license and own reliable vehicle
Experience