Legal Consultant : SanlamConnect: East Coast Region : Umhlanga: Re-run

Sanlam Group · KwaZulu-Natal

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What will you do?

This specialist role is primarily responsible for rendering pro-active specialist legal technical advice and support to the relevant regions. Stakeholders/clients will include Managers, Broker/Sales Consultants and intermediaries in both the Financial Adviser and Broker Distribution space with the view to enabling sales/business growth and strengthening intermediary relationships.
This is a highly specialised role, combining the core elements typically found in traditional Legal Consultant, Business Consultant, and Investment Consultant positions. The incumbent functions as a senior specialist resource who may initiate client engagements on a referral/request basis or accompany Financial Advisers on joint calls for clients with complex planning needs.
The role delivers legal and financial-planning technical expertise while also identifying market opportunities, enhancing adviser capability, and supporting business development across the region.

What will make you successful in this role?

Analyse, scan, understand and capitalise on market opportunities for business growth.
Offer specialist services and advice legal/product across Estate Planning, Retirement Planning, Investments, Risk Products, Business Assurance and Employee Benefits.
Undertake coaching and joint calls with Financial Advisers.
Coach and assist Financial Advisers in structuring proposals, including focused data mining and field work.
Coach and train Advisers on creative cross-selling and up-selling to existing clients and highlight gaps and opportunities.
Liaise and provide market/customer-related input to Product Providers and Product Development Specialists.
Ensure an annual marketing plan is contracted and implemented with units.

Qualification & Experience

Knowledge and Skills

MS Office Excel, Word, PowerPoint; S.net and other sales suite packages; Lotus Notes.
Financial Services Industry Knowledge.
Sanlam Product Knowledge.
Competitor Product Knowledge.
Understanding of business and marketing plans.
Commercial and business acumen with ability to structure deals.
Income Tax laws.
Client Needs Analysis for Retirement, Investment, Estate Planning and Business Assurance.
Knowledge of financial markets and instruments.
Compliance laws and requirements in Financial Services.

Personal Attributes

The closing date for applications is 05 August 2026.