About this role
Who are we?
SanlamConnect, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers 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 and intermediaries. 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 GROW AND PROTECT WEALTH.
Purpose of the Role This role will report to the Business Manager Entities. 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.
- Overview of Role Responsibilities 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 Required Skills Builds Rapport - Intermediate Works at an intermediate level to quickly and effectively establish trust within the buying centers in the client's organization.
- Typically works with guidance.
- Closes Effectively - Intermediate Works at an intermediate level to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward.
- Typically works with guidance.
- Initiates Compelling Sales Conversations - Intermediate Works at an intermediate level to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client.
- Typically works with guidance.
- Verbal Communication - Intermediate Works at an intermediate level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications.
- Typically works with guidance.
- Intermediaries Process - Intermediate Works at an intermediate level to understand the role and responsibilities of the intermediary in relation to both client and product providers.
- Typically works with guidance.
- Maintains the Relationship - Intermediate Works at an intermediate level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships.
- Typically works with guidance.
General Experience 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 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 Managerial Experience Not applicable Education Wealth Management 1, 2 or 3 or equivalent An industry related qualification would be advantageous Regulatory Exam would be advantageous Minimum 4 years’ experience in Financial Services sales environment Thorough understanding of agency distribution model and supporting processing requirements would be advantageous Required Behavioural Competencies Plans and Aligns Ensures Accountability Communicates Effectively Manages Complexity Customer Focus Interpersonal Savvy Process for application 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. The closing date for applications is 19 November 2026. 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. The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.