Jobs at Sanlam Group

Key Responsibilities

• Engage and support independent financial advisors (IFAs), tied agents, and employee benefit consultants to ensure they understand and can effectively position Sanlam Corporate Investment’s product offerings
• Collaborate with intermediary firms, consulting houses, and other key stakeholders to drive product adoption and strategic alignment
• Deliver training, insights, and tools to empower intermediaries to provide high-quality advice tailored to retirement fund members’ needs
• Act as a strategic partner to internal teams (e.g. Distribution, Marketing & Product Development) and external stakeholders to ensure seamless service delivery and value creation
• Monitor market trends and feedback from consultants and advisors to inform product enhancements and business development strategies
• Represent SC Invest at industry events, forums, and client engagements to build brand visibility and strengthen relationships
• Building, servicing, and maintaining relationships with financial advisors and brokers
• Act as a relationship manager for all products offered by Sanlam Corporate Investments to financial advisors and brokers
• Onboarding of intermediaries for quoting tool, product training and registration
• Handle queries related to all Sanlam Corporate Investment products, quotes and implementation processes
• Supporting Sanlam Corporate with the development and implementation of our pre- and post-retirement member strategy
• Regular engagements with stakeholders about Sanlam Corporate’s value proposition and product offering in the evolving savings and retirement landscape
• Contributing to an excellent client experience that is synonymous with Sanlam client philosophy and company values
• Keep abreast with trends and developments in the investment, umbrella fund and wider employee benefits industry 
• Grow the footprint of SCI
• Assisting with implementation and roll-out of new growth strategies 

Qualification and Experience

• Matric 
• Relevant Financial Bachelor’s degree 
• CFP qualification would be highly advantageous
• A minimum 5 years of employee benefit and insurance industry experience
• A deep knowledge and understanding of financial products in the savings and retirement industry is required
• An understanding of the advice and sales process of investment and retirement solutions for a life insurer would be advantageous 

Knowledge and Skills

• Experience and knowledge regarding annuities, investments, and employee benefits
• Excellent relationship skills
• Effective time management skills
• Conceptual thinking skills
• A proven track record in exceptional client relationship management
• A self-starter with the ability to manage several projects and priorities simultaneously
• Ability to influence stakeholders across the value chain to achieve successful outcomes 
• Effective presentation skills
• A passion for servicing clients
• Excellent interpersonal and communication skills
• Process orientated
• Self-motivated with a strong focus on delivery
• Must be able to work under pressure
• A strong team player who is also able to work independently
• Innovative thinker with good problem-solving skills
• Flexible and able to adapt to change 

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful
• Client Focus - Building strong customer relationships and delivering customer-centric solutions
• Drives Results - Consistently achieving results, even under tough circumstances
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives
• Resilience - Rebounding from setbacks and adversity when facing difficult situations

Behavioural Competencies

• A passion for servicing clients
• Excellent interpersonal and communication skills
• Process orientated
• Self-motivated with a strong focus on delivery
• Must be able to work under pressure
• A strong team player who is also able to work independently
• Innovative thinker with good problem-solving skills
• Flexible and able to adapt to change 

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What will make you successful in this role?

Key Responsibilities

• Ensuring Quality of work is 95% as required by business standard.
• Sales target set out by business to be achieved in line with the growth strategy.
• Consistent achievement of agreed productivity.
• Ensuring Customer satisfaction, a positive client experience in line with organisational targets.
• Ensuring accurate completion of broker requests through first call resolution which requires outbound calling to ensure queries are resolved timeously, as per service level agreement.
• Ensuring client service level agreements are met and exceeded.
• Excellent time management.
• Ensuring good relationships are maintained with our internal and external stakeholders.

Qualifications and Experience

• Matric certificate or equivalent qualification.
• FAIS compliant (NQF level 4).
• Experience in short term insurance.
• Clear criminal and credit record.
• Compliance with FAIS Fit & Proper criteria i.e. minimum experience and competency requirements, which can be obtained while working under supervision.
• Computer literate.
• Willing to work shifts.
• Clean track record in terms of adherence to Quality standard and Compliance.
• Consistent target achievement.

Competencies

• Analytical thinking.
• Relationship building skills.
• Sales skill.
• Information seeking.
• Drive for results.
• Initiative.
• Emotional self-control.
• Customer service orientation.

Skills

• Computer literate (MS Office package).
• Client service oriented.
• Negotiation skills.
• Deadline and results-driven.