Company: Sanlam Group
Business Unit: SanlamConnect (SLS)
Industry: Financial Services, Life Insurance, Wealth Management & Intermediary Distribution
Location: Lynnwood, Pretoria, Gauteng, South Africa
Position Type: Full-Time Permanent
Posted Date: 20 August 2026
Closing Date: Thursday, 27 August 2026
About SanlamConnect & The Broker Consultant Role
Sanlam is Africa’s largest non-banking financial services group. SanlamConnect focuses on growing and empowering clients with financial solutions through face-to-face intermediary channels, supporting a network of approximately 2,000 tied advisers and 2,000 independent brokers across South Africa.
The Broker Consultant position is a third-party marketing and distribution role based in Lynnwood, Pretoria. Operating as the direct strategic interface between independent financial advisers (brokers) and Sanlam, you will market Sanlam’s life insurance and wealth products, assist brokers in growing their financial practices, provide technical product training, and drive new business volumes across Gauteng North.
Key Responsibilities & Operational Deliverables
In this distribution and relationship management role, your daily operational deliverables will cover four core business pillars:
1. Product Marketing & Third-Party Sales Distribution
- Product Promotion: Market, position, and promote Sanlam’s comprehensive life insurance, risk, and investment product suite to independent financial brokers.
- Target Execution: Consistently meet and exceed monthly new business production and revenue targets set by the Business Manager.
2. Intermediary Relationship Management & Practice Growth
- Broker Partnerships: Build, maintain, and expand long-term, trusting relationships with independent brokers across Pretoria and Gauteng North.
- Practice Enablement: Support independent brokers with practical tools, digital sales technology, and market insights to assist them in scaling their financial practices.
3. Product Training & Technical Enablement
- Skills Transfer: Upskill and train brokers on Sanlam product features, underwriting guidelines, quote engines, and compliance standards.
- Query Resolution: Provide high-speed turnaround times on broker queries, product technicalities, and policy onboarding.
4. Regulatory Compliance & Market Insights
- Compliance Alignment: Ensure all broker interactions and product advice frameworks adhere to South African financial service regulations and Treating Customers Fairly (TCF) principles.
Candidate Profile & Requirements
To qualify for entry into this sales consultant role, candidates must meet the following criteria:
- Academic Qualifications:
- Completed Commerce, Business, or Marketing Degree (BCom / BBA).
- Highly Advantageous: Postgraduate Diploma in Financial Planning, RFP3, or Wealth Management NQF Level 3+.
- Industry Experience:
- Proven experience within the South African financial services industry, specifically focused on Life Insurance.
- Demonstrated track record in third-party marketing, broker consulting, or intermediary distribution.
- Solid understanding of financial market compliance, FAIS legislation, and TCF principles.
- Core Competencies & Personal Attributes:
- Target-driven with strong sales, negotiation, and relationship-building capabilities.
- Action-oriented, adaptable, and client-centric with strong business acumen.
- Location: Based in or able to travel across Pretoria / Lynnwood / Gauteng North.
What Sanlam Offers
- High-Earning Potential: Unique, competitive performance-driven remuneration structure that rewards sales success and practice growth.
- Autonomy: Manage your own pipeline and business territory under a top-tier financial brand.
- Career Growth: Access to world-class professional development, leadership mentoring, and corporate mobility within the Sanlam Group.
Career Advice for Broker Consultant Applicants
- Highlight Intermediary Relationships: Feature your existing broker network, key account management experience, and sales track record on page 1 of your CV.
- Emphasize Financial Planning Qualifications: Highlight any CFP®, Postgrad Diplomas, or RE5/FAIS compliance certifications prominently in your resume header.
- Submit Early: The shortlisting process begins immediately on the closing date (27 August 2026), but recruiters reserve the right to close applications early.
Sample Intermediary Consulting Interview Questions
Broker Distribution & Sales Strategy
- Question (Broker Relationship): “How do you convince an independent financial broker who currently writes business with a competitor to start placing their life insurance business with Sanlam?”
- Question (Target Management): “What structured sales activity plan do you implement in your first 90 days to ensure you hit your quarterly broker production targets?”
📥 How to Apply
Submit your application directly through the official Sanlam Group career site:
- Company: Sanlam Group
- Business Unit: SanlamConnect (Gauteng North)
- Role: Broker Consultant (SLS)
- Location: Lynnwood, Pretoria, Gauteng
- Closing Date: 27 August 2026