Graduate Intern: Broker Consultant

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.

What will you do?

Support new business transactions by providing key administrative processes to the Broker Consultants and/or Broker in order to reach aggressive sales targets in a competitive market. Ensure compliance to administrative process requirements. New business transactions i.e. quotations, policy adjustments, tax clearances, tariff codes, problem solving. Sales support, i.e. liaise with product providers, update client information e.g. medical data, inform clients of claims, outstanding debit orders, ensure client retention by providing Broker Consultant with premium warnings, notices of policies to expire, feedback on sales competitions.

What will make you successful in this role?

Qualification and Experience

Grade 12 with 2 to 4 years related experience.

Knowledge and Skills

New Business processing

Receive requests for and generation of quotations

Undertake ongoing conservation activities and monitoring

Existing Business processing and reporting

Marketing, liaison and relationship building

Personal Attributes

Plans and aligns - Contributing independently

Communicates effectively - Contributing independently

Action orientated - Contributing independently

Optimises work processes - Contributing independently

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.

Core Competencies

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently

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.

Our commitment to transformation

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.