Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
What will you do?
- Location: Cape Town (Highly preferred)
- This role fulfils the Executive Head: STA, a business that is a key strategic growth driver for Santam Group. Comprising distribution, servicing and product/underwriting, STA is poised for profitable growth, driven by an increase in manpower, improved productivity and at its, heart enabling and supporting tied advisers across all their activities.
- In partnership with Sanlam, the success of this business is based on successful collaboration across Sanlam and Santam. Additionally, enhanced collaboration in areas like cross-selling, talent management, and product innovation is critical. The tied agency distributes products across personal lines, commercial lines and specialist lines
- Strong leadership, strategic mindset, solid commercial acumen, outstanding relationship management and being adaptable
Achievement of business targets which includes:
- Gross written premium
- Profitability
- Advisor base
- Manage senior stakeholders across Santam and Sanlam Group.
- Deliver on and improve the Value proposition of the Tied agency model
- Manage the morale and engagement levels of the team
- Initiatives implemented to enhance employment equity and manage diversity to support business growth and sustain corporate performance
- Acquire, develop, deploy and retain new talent, current employees and leaders
- Optimise business pricing processes for new Business and retentions
What will make you successful in this role?
QUALIFICATIONS AND EXPERIENCE
- Matric
- Relevant Bachelors Degree
- Relevant Short Term Insurance qualification
- FAIS compliant, including RE certificate
- Minimum of 10 years in short term insurance experience essential
- Minimum 5 years senior management experience
KNOWLEDGE AND SKILLS
- Microsoft Office - Excel, Word and Power Point
- Strategic planning and execution
- Excellent communication, negotiation & presentation skills
- Technical short term insurance knowledge essential - both personal and commercial lines.
- Rating and Loss Ratio (high level information)
- Effective internal and external stakeholder management
- Understanding compliance and legislative requirements in onboarding, training and vesting of Short term advisers.
- Problem solving skills
- Financial and commercial acumen
PERSONAL ATTRIBUTES
- Strong leadership and coaching abilities
- Proactive and clinical execution
- Results driven
- Influencing and gaining commitment
- Persuading and negotiating
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Purpose of the Role
- To contribute to an optimal client experience in SRM Branches through speedy reception and referrals of clients and supporting the Branch Manager with administrative duties.
Key Responsibilities
- Branch reception and client support
- Gain and maintain an understanding of SRM product ranges.
- Greet and welcome clients into the Branch. Assume a coordination role to ensure all clients are attended to within allocated SLA timeframes.
- Conduct an initial screening of client needs and determine an accurate course of action (referral to appropriate Branch Consultant, or to a department outside of the Branch).
- In case of referrals, provide client with sufficient contact information for the relevant party.
- Adhere to and achieve service SLAs (number of clients assisted / referred / etc. within allocated timeframes) to ensure a consistent and optimal client experience.
- When relevant, refer client to the self-help portal in the branch. Provide (or where necessary, coordinate) guidance, and assist the client to navigate through the portal.
General branch administration
- Assume responsibility for coordinating, scheduling and attending to appointments for Branch Consultants and the Branch Manager.
- Collate data and information to support Branch Consultants with reporting.
- Work with Branch Manager and assume a coordination role for Branch maintenance (monitor stock levels, arrange repairs or maintenance, order and re-order replenishable items like tea / coffee / printer cartages, etc.).
- Respond to and screen incoming phone calls. Where possible, resolve client queries or escalate client queries to the right departments / entities / Branch Consultants / Branch Managers.
- Monitor and process incoming e-mails, as well as general mail.
- Receive and coordinate deliveries for the Branch, or staff in the branch.
- Oversee and maintain the Branch waiting area – ensuring brochures and other forms / documentation are stocked and available.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualifications
Knowledge and Experience
- Knowledge
- Client service principles
- Knowledge on the Insurance landscape and / or products would be advantageous
- Knowledge of office management systems
Experience
- 1 year experience in a sales or marketing capacity
- Experience within insurance branches an advantage
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Purpose of the Role
- The successful developers will partner with product teams from concept and technical design through to deployment, owning code repositories in GitHub, analysing change requests, shaping forward-thinking solutions, providing effort estimates, building and testing artefacts, performing interface testing on integrated systems, troubleshooting complex issues, supporting Testers through to Production implementation, maintaining system and data-model documentation, performing root cause analysis, and providing functional support – including standby/after-hours support where required.
Overview of Role Responsibilities
- Support projects and BAU Teams from concept, technical design through deployment emphasising scalable and maintainable code
- Manage code repositories and version control using GitHub
- Analysis of change requests received
- Provide recommendations and cost or man-day estimates for implementing changes Test own programs or artefacts to ensure correctness
- Test Interfaces to other systems
- Debugging of programs
- Provide test information to Testers
- Implement changes into the Production environment
- Document changes implemented and programs
- Updates of data model documentation
- Problem solving, root cause analysis and user assistance (functional)
- Technical support or assistance to others on own programs or systems
- Provide standby or support (if and when applicable)
Qualificationa
- Matric
- Relevant IT Qualifications (degree or diploma)
Experience
- Minimum 5 years working with C# on the .NET Framework, plus exposure to SQL Server, microservices architecture, React (front-end), testing frameworks (NUnit / MSTest), web and cloud-native applications, and application monitoring/observability tools.
Experience with:
- Database technologies (SQL Server, etc.) Microservices architecture
- Front-end frameworks (React)
- Testing frameworks (e.g., NUnit, MSTest)
- Web applications, cloud-native applications, and cloud-based applications
Knowledge and Skills
- Strong proficiency in C# and the .NET Framework, with a solid grounding in OOP.
- Familiarity with HTML, CSS and JavaScript, software design patterns and engineering best practices.
- Experience in Agile (Scrum / Kanban) environments, basic UML (Class, Activity, ER diagrams).
- Working knowledge of core AWS services (strongly recommended) and exposure to the Financial Services industry (advantageous).
Core Competencies
- Cultivates innovation - Contributing through others
- Customer focus - Contributing through others
- Drives results - Contributing through others
- Collaborates - Contributing through others
- Being resilient - Contributing through others
go to method of application »
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 clients 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.
go to method of application »
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 clients 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.
go to method of application »
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 clients 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.
go to method of application »
Sanlam Connect offers an opportunity for experienced and skilled Short TermInsurance Advisors with great benefits:
- Opportunity to market multiple products within the Santam Group product range Competitive remuneration packages, including lucrative fixed startup component
- Excellent support structure
- Access to leads
- Access to extended and additional support in underwriting
- Membership to funds and schemes, including medical aid, group life & pension fund
Ideal candidates will be responsible for:
- New Business sales: Personal Lines and Commercial Lines Client services, renewals and amendments
- Building own portfolio
- Prospecting of new opportunities
- Addressing client needs by offering the relevant solutions and products available
Minimum Requirements
- Matric / Grade 12 Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
- At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
- RE5 required
- Good written and verbal communication skills
- Clear credit & criminal record
- Own transport and drivers’ license
Purpose of the Role
- To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes.
Overview of Role Responsibilities (Level 1-13)
Customer Relationship Management / Account Management- Level 6 - Adaptation
- Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues.
- Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.
Information and Business Advice- Level 6 - Adaptation
- Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.
Financial Advice- Level 6 - Adaptation
- Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.
Pricing and Terms Negotiation- Level 6 - Adaptation
- Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.
Customer Needs Clarification- Level 6 - Adaptation
- Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.
Required Skills
Verbal Communication - Advanced
- Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.
Builds Rapport - Advanced
- Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.
Closes Effectively - Fully Competent
- Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.
Initiates Compelling Sales Conversations - Fully Competent
- Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.
Intermediaries Process - Fully Competent
- Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.
Maintains the Relationship - Advanced
- Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.
General Experience
- Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)
Managerial Experience
- Very limited (0 to 3 months)
Education
- Undergraduate Degree / Honours Tertiary Degree
Required Behavioural Competencies
- Communicates Effectively
- Manages Complexity
- Ensures Accountability
- Builds Networks
- Instils Trust
- Customer Focus
Method of Application
Use the link(s) below to apply on company website.
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