Savings Specialist (PG 11 - 13) at Sanlam Private Wealth

Job description
Position Details

The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs.

Sanlam Savings, which is one of the businesses within SPF, offers recurring saving solutions to various segments within the market.

As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. 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.

Position Description

Job Purpose

Responsible for the growth in performance, sales production and profitability of the Savings market.

Key Responsibilities

• Market Savings products and its application pro-actively on a one-to-many basis by spreading the message, as well as one-to-one initiatives promoting strategic supporters and convincing non-supporters.
• Build and maintain relationships with Sanlam Financial Advisors and Broker Distribution field management.
• Support SPF Distribution with the following:
• Product training, accreditation and competitive positioning.
• Identify opportunities to increase penetration or relevant markets.
• Develop and implement strategies, tactics and business plans to penetrate target markets; open new markets and sources; Market expansions; etc.

• Increase gross sales in relevant markets.
• Meet targeted business volumes.
• Support the development of marketing material, as well as tools that will assist in marketing risk products.

Minimum Requirements

Qualifications:

• Tertiary qualification in commerce, law or other relevant qualification.
• CFP qualification will be advantageous

Knowledge:

• Knowledge of Distribution channels and structures (Financial Advisors / Broker Distribution, etc.)
• Understanding of our competitor products (including Sanlam's products).
• Technical knowledge abut financial services industry and trends.
• Experience in managing small projects.
• Experience in working with multiple stakeholders.

Experience

• 3-5 years relevant experience in a sales capacity within the financial services industry.
• Computer Literacy (MS office packages and Outlook)

Competencies

• Excellent Communication and interpersonal skills for interacting at all levels.
• Ability to operate at a strategic level.
• Decision making.
• Conceptual and innovative thinking.
• Treating customers fairly / Customer orientation.
• Ability to multi-task and prioritize effectively
• Influencing and gaining commitment.
• Building and maintaining relationships.
• Results driven.
• Stress tolerance.
• Ability to maintain high standards of professional integrity.
• Presentation skills.