Date: 28-May-2019

Location: Roodepoort, Gauteng, South Africa

Company: Sanlam Group

Who are we?

SPF Distribution, 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

What will you do?

The primary focus of the position is to work with brokers being the interface between themselves and Sanlam Broker Distribution to reach business objectives in a dynamic, innovative and high performance business. The E-Consultants only service brokers 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.

What will make you successful in this role?

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

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 

Financial Services & Industry Knowledge

Financial Services Product Knowledge

Turnaround time

The closing date for applications is 04 June 2019. 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.

Register Here To Apply

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