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  • Posted: Oct 16, 2020
    Deadline: Oct 30, 2020
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    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilful ...
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    Business Administration Consultant: Succession Financial Planning (Bellville)

    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

    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

    Method of Application

    Interested and qualified? Go to Sanlam on to apply

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