Key Account Specialist (Worksite Specialist): SanlamConnect Intermediaries Cape Region (Bellville) at Sanlam Group

What will you do?

• This specialist role reports directly through to the RMM within the SPF Distribution Cape Region. 

Output/Core Tasks

• Undertaking ongoing research and prospecting on key account opportunities
• Co-ordinate the contact and contracting for the activation of new key accounts
• Manage and grow a focused portfolio of key accounts  
• Undertake financial education sessions at the key accounts (self and through the team of Financial Advisors)
• Manage the Key Account SLA  including building effective relationships 
• Manage and report on the performance of the key accounts
• Co-ordinate, manage and vest financial advisors working at these key accounts together with Sanlam Connect management team.

What will make you successful in this role?
Qualification & Experience 

• Grade 12, Financial/Business Degree (B.com, Bus. Science, Legal Degree) 
• CFP® designation or Post Graduate Diploma in Financial Planning would be advantageous
• Extensive experience within a financial distribution business in a sales/marketing role
• Management (sales team) experience
• 5 years relevant industry experience
• Previous industry management experience will be a strong recommendation
• The successful candidate must meet the necessary FAIS requirements (120 credits included)

Knowledge and Skills 

• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors)
• Legislative compliance processes and practices
• Service Level Agreements (SLA’s)
• Sales and advice processes/financial planning knowledge
• Prospecting processes
• Leads management processes
• Budgets and expense management
• Knowledge of how sales tools / aids could add value with SFA
• Knowledge of Key Accounts  and all other markets and the functioning thereof 
• Market segmentation
• Marketing and sales principles
• Knowledge of specific value propositions for different markets 
• Ability to present and negotiate (core skills needed)
• Ability to facilitate training workshops on KA principles and practical tips to be successful in Key Accounts
• Ability to interpret statistics re Key Accounts