About this role
<p><span style="font-size:16.0px"><span style="font-family:Arial, Helvetica, sans-serif"><strong>Who are we?</strong></span></span></p> <p style="margin-bottom:30.0px"><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span style="color:black">Sanlam, is dedicated to support, grow and empower clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,400 tied advisors and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS</span></span></span></p><div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will you do?</b></H2> </div><div><p>The primary focus of the position is to work with advisers being the interface between themselves and Sanlam Financial Advisers to reach business objectives in a dynamic, innovative and high performance business. The E-Consultants only service advisers via non face to face mediums using phone, email and a web-based application. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.</p> <p><br>Output/Core Tasks:<br>Your success will come from:<br>• Driving sales and business building activities with advisers<br>• Providing advisers with support to grow their practice<br>• Preparation and planning for adviser engagements<br>• Building sound partnering relationships<br>• Administration and processing of new and existing business<br>• Meeting and exceeding your sales targets</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>What will make you successful in this role?</b></H2> </div><div><p>Qualification & Experience <br>• Matric<br>• Relevant Qualification: Business/ Commerce/Legal Qualification <br>• Wealth Management/CFP qualification will be an advantage<br>• Experience as a Broker Consultant/Assistant/Financial Adviser within a financial services distribution environment preferred</p> <p><br>Knowledge and Skills <br>To be successful you will need to demonstrate good experience in:<br>• Financial Services & Industry Knowledge<br>• Financial Services Product Knowledge</p> <p><br>Personal Qualities <br>• Cultivates innovation <br>• Client centricity <br>• Results driven <br>• Collaboration <br>• Flexibility and adaptability <br>• Decision quality <br>• Action oriented <br>• Plans and aligns<br>• Business insights <br>• Treating customers fairly </p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Personal Attributes</b></H2> </div><div><div>Business insight - Contributing independently</div><div>Decision quality - Contributing independently</div><div>Builds effective teams - Contributing independently</div><div>Plans and aligns - Contributing independently</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Build a successful career with us</b></H2> </div><div><p>We’re all about building strong, lasting relationships with our employees. 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 employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.</p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Core Competencies</b></H2> </div><div><div>Cultivates innovation - Contributing independently</div><div>Customer focus - Contributing independently</div><div>Drives results - Contributing independently</div><div>Collaborates - Contributing independently</div><div>Being resilient - Contributing independently</div></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Turnaround time</b></H2> </div><div><p>• The closing date for applications is the<strong> 4th of July 2026</strong></p> <p><br>The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated. </p> <p><br>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. </p> <p><br>Our aim is to help you build a successful career with us </p> <p>We’re all about building strong, lasting relationships with our employees. 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 employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, MiWay, as well as the Group Office – the group provides many opportunities for growth and development. </p></div></div><div style="padding:10.0px 0.0px;border:1.0px solid transparent"><div style="font-size:16.0px;word-wrap:break-word"><H2 style="font-size:1.0em;margin:0.0px"><b>Our commitment to transformation</b></H2> </div><div></div></div></div><p><span style="font-size:14.0px"><span style="font-family:Arial, Helvetica, sans-serif"><span><span><span><span style="color:#333e48"><span>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. </span></span></span></span></span></span></span></p>