Sales Consultant (Entitty) (PG09): SLS: SanlamConnect: Gauteng North: Elevate North: Lynnwood
Job Description
What will you do?
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.
- 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
What will make you successful in this role?
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
Qualification and Experience
- 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
Knowledge and Skills
- 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
Personal Qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Business insights
- Decision quality
- Action Oriented
- Plans and aligns
- Treating Customers Fairly
Core Competencies
Turnaround time
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 15 March 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.
Build a successful career with us
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.