Current Jobs at Sanlam Group

What will you do?

• This role will report to the Business Manager.Your primary focus will be building a supporting portfolio of brokers to increase new business. The Broker Consultant is the interface between the brokers and Sanlam and strives to achieve the business objectives in a dynamic, innovative and high-performance environment.
• As a Broker Consultant, you will play a third-party marketing role to promote Sanlam products to Brokers, with a primary focus of building a portfolio of supporting brokers, by forming trusting and co-operative relationships that enhance new business opportunities whilst supporting and up-skilling Brokers with the relevant information, tools and technologies that will enable them in their practice. 

Output/Core Tasks:

Your success will come from:

• Building a supporting portfolio of brokers
• 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/Legal 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/Business Consultant/Business Development Manager role in a Life Insurance or Linked Investment Service Provider company.

Knowledge and skills 

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

• Ability to build a portfolio of brokers
• 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 license 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

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What will you do?

• Promote Sanlam Retail Mass (SRM)’s products and increase market share through sound financial advice and a high level of client service in a Branch context.
• Creating opportunities for client optimisation and cross selling of value-added services. 
• Responsible for Retail Branch Sales delivery and in-branch client service and client retention.
• Ensure compliance, quality, and risk management. 
• Monthly planning and reporting of sales and service activities in the Branch.
• Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships. 

Experience

• 1 year experience in a sales or marketing capacity
• Experience within insurance branches an advantage

Qualifications

• Matric (Grade 12)
• RE5 advantageous
• FAIS Compliant (Wealth Management) as per DOFA requirements.

Knowledge, Skills and Competencies

• Client service.
• Sales and cross-selling tactics and strategies (client optimisation). 
• Knowledge on the Insurance landscape including regulatory requirements and guidelines for selling and providing advice would be ideal. 
• Knowledge on insurance products would be advantageous.
• Persistently focused on achieving targets.
• Analysing information.
• Technologically orientated.
• Selling and influencing skills.
• Critical thinking skills.
• Strong communicator (verbally and in writing).
• Strong customer service orientation .
• Organising skills.
• Adaptable and open to learning.

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What will you do?

• This is a management role within the regional (geographical) SanlamConnect structure reporting to the Regional General Manager.   The role has a strong tactical focus with some strategic contribution.  
• This role forms part of and contributes to the regional MANCO.  The role is primarily responsible to drive sales and grow market share in the region through Broker Consultants / Independent Consultant & Broker Support Outsourced Consultants.

Output/Core Tasks:

The expectations of the role is to:

• Serve on Regional MANCO and contribute to Regional Sales Strategy 
• Translate regional strategy into tactical and operational sales goals
• Drive and support marketing and business building initiatives
• Set and drive sales and manpower targets
• Manage expenses
• Manage operational effectiveness
• Manage and develop staff 

What will make you successful in this role?

Qualification & experience 

Essential that the candidate has:

• Extensive Financial Services experience of which 5 years must be in a recent Broker Distribution environment.
• Commercial/Financial/ degree/diploma or Business Management Qualification
• CFP/RFP3/Wealth Management or equivalent (i.e.: 120 credits)
• Sales and Operational Management/leadership of a unit would be advantageous

Knowledge and skills 

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

IT:

• MS: Office (Excel, Word, PP)
• Web based platform tool/site
• Advisor tools (i.e.: Sanfin; Leads program, SanQuote, Sanport) would be advantageous  
• AUTONUB would be advantageous  
• MyWorkSpace

Business/Management:

• Financial Services Industry Knowledge 
• Specialised knowledge within different channels (SBD channels)
• Financial Services Product Knowledge (Sanlam and competitors) 
• Legal technical Knowledge (product related)
• New and Existing business processes
• Broker contracts
• Sales and related administration processes
• Leads management and campaigns/competitions)
• Leadership and Management skills to manage staff 
• Budgets and expense management (including profitability and VNB)
• Debt management
• Relevant regulatory legislation and compliance knowledge (FAIS accredited)
• Different SanlamConnect models and value propositions

Personal qualities 

• Cultivates innovation 
• Client focus 
• Drives results 
• Collaborates 
• Flexibility and adaptability (being resilient)
• Financial acumen
• Business insight 
• Plans and aligns
• Balance stakeholders 
• Decision quality 
• Treating customers fairly (TCF)

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What will you do?

• The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
• Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
• Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
• Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements
• Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turning trusted relationships into business relationships.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalised client value propositions.
• Marketing on social media.
• Undertake selected client focused activities to generate leads and informal prospecting opportunities.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Structuring and implementing focused campaigns with new or existing clients in the defined market.
• Requesting active and ongoing leads and referrals from others.
• Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
• Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
• Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
• Provide sound personal financial planning advice.
• Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
• Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client portfolio annually by undertaking the above steps.

Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer all existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
• Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.
• Update client details on records.
• Appropriate workflow and activity monitor system entries.

Qualification and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

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What will you do?

• The primary focus of the position is to work with brokers being the interface between them and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
• The E-Hub Consultants only service brokers via non face to face mediums using phone, email and a web-based applications. Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries. 

Output/Core Tasks:

Your success will come from:

• Driving sales and business building activities with brokers
• Providing brokers with support to grow their practice
• Preparation and planning for broker engagements
• Building sound partnering relationships
• Administration and processing of new and existing business
• Meeting and exceeding your sales targets

What will make you successful in this role?

Qualification & Experience 

• Matric
• Relevant Qualification in Financial Services, e.g. Wealth Management/ BCom Degree/ Marketing Diploma
• Experience as a Broker Consultant/Assistant within a financial services distribution environment.

Knowledge and Skills 

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

• Financial Services & Industry Knowledge
• Financial Services Product Knowledge

Personal Qualities 

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