Client Retention Consultant: RA: Sanlam Risk & Savings at Sanlam Group

What will you do?

• Tretain business for the Sanlam Savings & Closed business (primarily but not exclusively Section 14 transfers out).
• Liaise with Clients, Brokers, Broker Consultants and Advisors tprevent the outflow of funds.
• Influence and promote retention themes with contracted intermediaries.
• Create additional business for Sanlam by forming relationships with un-contracted intermediaries whare targeting Sanlam clients ttransfer them tour competitors.
• Protect the Sanlam clients from transferring their policies tcompetitors, whilst at the same time marketing Sanlam’s flagship products tintermediaries and existing clients.

Core Outputs:

• This is a fixed salary and incentive-based role, which includes clawbacks, in the event of a policy not staying on the books for the minimum prescribed period.

Retain Sanlam policies.

• Convince intermediaries and/or clients tremain with Sanlam.
• Able tupsell or cross-sell existing Sanlam products.
• Compare Sanlam’s products (predominantly RA’s) tcompetitors’ products.
• Formulate compelling counter offers tcompetitor products.
• Present and pass on relevant leads tselected intermediaries.
• Keep up tdate with market trends and competitor offerings.

Influence existing and new intermediaries.

• Able tconvince brokers not ttransfer policies or clients away from Sanlam.
• Strong negotiation skills.
• Sales skills.
• Relationship building capabilities.

Ensure ease of processing and administration of business for intermediaries and clients

• Process new applications or conversions as hassle-free as possible.
• Extract new business quotes and other client information.

Build partnering relationships.

• Build partnerships with Advisors, Brokers, and Brokers Consultants
• Take action where good service have been compromised.
• Ad hoc tasks

What will make you successful in this role?
Qualifications:

• Grade 12.
• RE5 certificate.
• Relevant tertiary qualification.

Experience:

• At least 2 years’ relevant experience.
• Valid DOFA date and fully accredited within 6 t9 months.
• Sales experience will be an advantage.
• Sanlam Financial Advisor experience will be an advantage.

Knowledge:

• Knowledge of Life Assurance or Financial Services.
• Knowledge of Savings and Investment products (specifically Retirement annuity plans).
• Knowledge of Section 14 transfers.
• Knowledge of Sanlam Risk and universal life products will be an advantage.
• Knowledge of Sanquote, Sentrix and other Sanlam financial advisor applications will be an advantage.

Competencies:

• Communicates effectively (English & Afrikaans)
• Business acumen
• Decision quality
• Telephony skills
• Build relationships
• Analytical thinking
• Plans and aligns
• Cultivates innovation
• Customer focus
• Collaborates
• Influencing and gaining commitment
• Drives results
• Being resilient
• Computer skills