Business Administration Consultant: RA SC Succession Financial Planning (Vineyard) at Sanlam Group

What will you do?

• Support implementation of relevant SFP initiatives within the brokers practice
• Promote and support implementation of SFP technology programmes
• Promotes and support implementation of SFP planning and advice tools
• Promote and support implementation of SFP compliance administration
• Facilitate business partnership between SFP and broker
• Identify profitable opportunities in the brokers practice for growth
• Plan, implement, coordinate and report back on the national leads initiative
• Support SFP management with regards to practices within region
• Feedback and sharing of SFP related information with brokers
• Building relationships and being a soundboard for participating brokers so as to:
• Identify area of optimizing/improvement
• Identify opportunities to grow
• Implementation of SFP initiatives and interventions that apply to respective broker practices 
• Coordination of events

What will make you successful in this role?

Qualification & experience 

• Matric/Grade 12
• Commercial/Financial or business related diploma/degree advantageous
• RFP3 or equivalent (i.e.: 120 credits) advantageous
• Extensive Financial Services (Insurance) experience in a marketing/sales environment
• Operational management/leadership of a team/unit advantageous

Personal qualities 

• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration 
• Flexibility and adaptability 
• Plans and aligns
• Communicates effectively
• Action oriented
• Optimizes work processes

Knowledge and Skills

• Processing transactions and conduct simple calculations
• Record keeping; filing and maintenance of databases
• Maintain work standards and quality verification
• Data Collection and processing of transactions
• Procedures Knowledge

Personal Attributes

• Plans and aligns - Contributing independently
• Interpersonal savvy - Contributing independently
• Communicates effectively - Contributing independently
• Optimises work processes - Contributing independently