Sanlam Affiliated Intermediary (SAI) - Polokwane at Sanlam Group

What will you do?

• Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act.
• To provide financial advice in line with the customer value proposition and treating client fairly framework.
• To work in allocated key accounts and markets under the guidance of a Business Developer.
• To operate and sell utilizing our digital platform.
• To offer client service to Sanlam clients by placing clients’ needs at the center.
• To arrange appointments with potential clients.
• To inform and update client and client public of our new products.

Qualification and experience

• FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board Notice as published for recognised qualifications.
• Matric qualification or NQF level 4;
• FAIS compliant;
• RE 5 an advantage;
• Minimum of one years’ work experience within sales or marketing; and
• Clear credit and criminal records.

Personal Skills and Competencies

• Client Service Orientation
• Entrepreneurial mind-set
• Self-motivated
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity managemen