SanlamConnect: Gauteng South (Bloemfontein): Key Accounts Specialist (Re-Run) at Sanlam Group

What will you do? 

This specialist role reports directly through to the Regional Marketing Manager within the SanlamConnect: Gauteng South Region. 
Output/Core Tasks

• Undertaking ongoing research and prospecting on key account opportunities
• Co-ordinating the contact and contracting for the activation of new key accounts
• Managing and growing a focused portfolio of key accounts
• Undertaking financial education sessions at the key accounts (self and through the team of Financial Advisors)
• Managing the Key Account SLA  including building effective relationships
• Managing and reporting on the performance of the key accounts
• Co-ordinating, managing and vesting financial advisors working at these key accounts

What will make you successful in this role? 
Qualification and 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 

Personal Qualities 

• Cultivates Innovation
• Client centricity
• Results Driven
• Collaboration
• Flexibility and adaptability
• Persuades
• Financial acumen
• Communicates effectively
• Decision quality
• Treating Customers Fairly

Closing Date: 15th, March 2022