Wednesday , March 26 2025

Sanlam Vacancies – Broker Consultant

Website Sanlam

Job Description:

The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients

Job Responsibilities:

  • Building relationships with internal departments to ensure superior service is offered to clients.
  • Ensuring that the agreed new business targets are met.
  • Training and ongoing product support to brokers.
  • Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
  • Ensuring that clear information is given to clients before, during and after a sales deal.
  • Sourcing new brokers and maintaining relationships.
  • Developing and maintaining client relationships in all business levels.
  • Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.
  • Ensure that there is no unreasonable post–sales barriers faced by clients.

Job Requirements:

  • Excellent knowledge and understanding of insurance legislation.
  • Knowledge of underwriting processes.
  • Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
  • Class of Business training in Category 1 life and friendly societies.
  • Product Specific training in Category 1 life and friendly societies.
  • Computer Literacy (MS Office package).
  • Valid driver’s license and own vehicle.

Qualification & Experience:

  • NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
  • Matric.
  • Regulatory Examinations (RE5) for representatives.
  • 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Port Elizabeth, Eastern Cape, SA

Application Deadline: N/A

Apply Here

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