Active Jobs at Sanlam Group

What will you do?

This role will report to the Regional Support Manager

• This is a management position overseeing a team of Support Staff including the HighPerformance Centre to provide administrative support, controls and processes that will enable the effective/compliant and speedy issuing of new business; and undertake initiatives that will assist in driving sales for both the Choice and Tied businesses. 

Output/Core Tasks:

Your success will come from:

• Management and control of key sales support related processes
• Input into Financial Budgets
• Risk Management
• Office Management
• Technology and after sales service enablement
• Relationship Management
• People and resource management
• Management of the support team on San IX (tech enablement)
• Management of specialist support roles (Retention, Medical, Leads, Policy servicing)

What will make you successful in this role?

Qualification and Experience

• Grade 12
• Diploma/Degree in Management will be a strong recommendation
• 2 years managerial experience
• 2-4 years proven experience in office administration/processing environment. Preference of having worked within a sales distribution environment

Knowledge and Skills

To be successful you will need to demonstrate good experience in:

• Distribution and sales business (preferably within Sanlam)
• Basic Sanlam product knowledge
• Budgeting, expense management
• Knowledge of management practises and processes, knowledge of HR practices and performance management principles
• Legislative compliance and risk management of a financial services/sales environment
• Knowledge of Sanlam’s support services and administration processes (i.e.: New Business)
• Must have a valid driver’s license and reliable motor vehicle

Personal Attributes

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Able to work well with different people and on multiple tasks (adaptable and flexible)
• Able to monitor, control well 
• Excellent communication skills (1:1, written and groups)
• Team, client and service focused 
• Attention to detail and accuracy
• Structured and organised 
• Perform extremely well under constant pressure)
• Action orientated
• Treating customers fairly

go to method of application »

What will you do?
This role will report to the Business Manager.

• Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.   

Output/Core Tasks:
Your success will come from:

• Promoting and marketing the company products
• Building strong relationships with brokers
• Providing efficient service
• Meeting and exceeding your targets
• Supporting brokers in their practices and assist them to grow their businesses.

What’s in it for you?

• Unique remuneration structure that will see you well rewarded for your success
• Get to manage your own income
• Work with visionaries in the industry who value entrepreneurship and creativity
• Represent one of the top well-respected South African companies
• Be invested in and grow your talents

What will make you successful in this role?

Qualification & Experience:

• Completed Business/Commerce/Marketing degree
• Preferably Post graduate diploma in Financial Planning/RFP3/Wealth Management 3
• Goal and target motivated
• Sales and marketing orientation
• Natural relationship-builder
• At least three years Broker Consultant experience and currently in a Broker Consultant role
• Strong focus in Investments and Business Assurance

Knowledge and Skills:
To be successful you will need to demonstrate good experience in:

• The financial services industry, specifically in life insurance
• Marketing principles and sales skills in order to meet your targets
• Experience in third-party marketing
• Relevant regulatory legislation and compliance knowledge
• Willingness to travel
• Must have a valid driver’s licence and reliable motor vehicle

Personal Qualities:

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Decision quality
• Action orientated
• Plans and aligns
• Business insights
• Treating customers fairly

go to method of application »

What will make you successful?

•  The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.      
•  To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
•  To work in allocated key accounts and allocated markets.
•  To offer customer service to Sanlam clients.
•  To arrange appointments with potential customers within Key Accounts and Allocated Markets.
•  To update and inform customers and client public of our new products.
•  Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
•  Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
•  Participate in knowledge sharing platforms and training opportunities, inside and outside of the organization, where relevant.

Qualification and Experience

• Grade 12/Matric.                                                                                                                                                                                                                                  
• FAIS compliant in terms of ‘fit and proper’.                                                                                                                                                                              
• English and any other official South African language.                                                                                                                                                                   
• Tech savvy and active on different social media platforms the following is an added advantage.                                                                                             
• Post-matric qualification or RE5.                                                                                                                                                                                             
• Previous experience in sales or client services.                                                                                                                                                                   
• Experience at a competitor company will be an added advantage.