SanlamConnect: Gauteng South (Bloemfontein): Sales Consultant (Re-Run) at Sanlam Group

What will you do?

• The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets. 

Support Financial Advisers in:

• Rendering ongoing technical advice and support 
• Partnering with Financial Advisers to reach production targets 
• Sourcing for business opportunities in advisers practice.
• Managing and support leads and campaigns
• Assisting and liaising with New Business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements and quotations
• Assisting with Comparative competitor quotes.

With regards Compliance ensure that:

• the different tools are understood and utilized by the Financial Advisers
• the Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance 

Networking with other stakeholders in the sales/support process.

What will make you successful in this role?

• Must be comfortable working in a target driven, competitive, sales orientated environment
• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well 
• Willingness to travel

Qualification and Experience

• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in a Marketing and Sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and Skills

• Valid driver’s license
• Own reliable motor vehicle
• Business Management
• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge 
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal Qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Business insights
• Decision quality
• Action orientated
• Plans and aligns 
• Treats Customers Fairly