Career Opportunities Sanlam -(3 Positions)

What will you do?

This is a specialist role that reports directly through to the Regional Support Manager. The primary purpose of the role is to undertake focused recruitment of Advisers.

• Undertake focused recruitment of Advisers aligned to business needs
• Undertake effective screening and selection of Advisers through SANGRO (internal selection system)

What will make you successful in this role?

Qualification & experience

• Matric or equivalent qualification
• Commercial/Marketing or business related diploma/degree (HR diploma/degree)

Knowledge and skills

• Financial services, distribution/sales experience will be a strong recommendation
• Experience with regards to the recruitment of staff, either in a managerial capacity and/or Human Resources capacity
• MS: Office (Word, PP, Excel); Lotus Notes and Internet search engine
• Business/Management knowledge: Good knowledge of overall company information (history, successes, value offering)
• SFA Recruitment/Selection policy, governances and practices
• Sanlam brand and image representation
• Advertising and marketing
• Manpower planning
• Employment Equity Act, Basic Conditions of Employment Act
• Targeted recruitment sources (i.e.: worksites, universities etc.)
• Candidate profiles (Competencies, skills, qualifications, demographic fit etc.)
• SFA Remuneration and Benefits (basic, commission structure, pension, medical aid, tax, group life etc.)
• Interviewing, referencing and screening knowledge and skills
• FA/ Employment contracts and contracting process

Personal qualities

• Customer Focus
• Cultivate Innovation
• Drives Results
• Collaborates
• Being Flexible and Adaptable
• Business Insight
• Decision Quality
• Plans and Aligns
• Builds Networks
• Communicates Effectively
• Persuades

Deadline: 28th, February 2022

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What will you do? 

• 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.

Class of Business (COB): Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

Qualification and experience 
FSB 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 qualification by the FSB.

• Matric (grade 12) or NQF level 4 
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Technology requirement

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities 

• Client Service Orientation
• 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 management

go to method of application »

What will you do?  

• Select and recruit a portfolio of brokers and Sanlam Affiliated Intermediaries
• Developing existing markets
• Risk management
• New Business (quality)
• Training (administration and sales)
• Target and goal setting (brokers/SAI/self)
• Action and development plans for future
• Analysis of management reports
• Business relationship building
• Conservation/ pay point control
• Maintain and improve service standards 

Qualification & experience  

• Matric  
• A Marketing/ Management Diploma will be an advantage. 

Knowledge and skills  

• Driver's License (own transport is a must).
• 2 years marketing/sales experience or experience in a similar capacity. 
• Preference will be given to candidates from the financial services industry. 
• FAIS credits 
• RE1/5 would be advantageous 

 Personal qualities  

• Self-motivated 
• Good interpersonal skills 
• Planning and organising  
• Ability to interact with people at all levels 
• Target driven 
• Attention to detail 
• Strong entrepreneurial skills 
• Ability to prioritise 
• Decisive and persuasive 
• Treating customers fairly