Jobs at Sanlam

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth.

What will you do?

• Selling products telephonically
• Achievement of sales targets and objectives
• Adherence to Quality and Compliance processes to minimize business risk
• Manage your quality & compliance against benchmarks to minimize business risk, with the client in mind
• Maintain optimal operational efficiencies based on productivity measures
• Adapt and change to fit in with changing business operational requirements
• Resolve complaints and objections
• Build and maintain good client relationships
• Managing information regarding new products, rate changes, rulings, training updates etc.
• Keep abreast of developments and trends in the Industry – self learning
• Ensure commitment to the FAIS Fit & Proper qualification requirements

What will make you successful in this role?

Qualification & Experience

• Grade 12 or a relevant NQF 4 qualification
• 1 and half years’ experience within a Sales Outbound Call Centre, or at least 2 years’ face to face sales

experience (with targets attached to the sales)

• Financial services experience (advantageous)

Knowledge And Skills

• Good understanding of Financial Services Industry related legislation and regulation
• Understanding of sales processes and servicing industry
• Outbound Sales experience is required
• Fluency in English and one other South African official language
• A clear criminal and credit record
• Commitment to the FAIS Act and meeting Fit & Proper qualification requirements
• Willingness to work overtime

Personal qualities

• Selling skills
• Computer literacy
• Communication
• Planning and organising
• Building and maintaining relationships
• Treating Customers Fairly
• Initiative
• Results Driven/Achievement orientated
• Continuous learning
• Tenacity

go to method of application »

To consult to the trustees/management committees of funds, assist in the daily managing and logistical control of the funds, to co-ordinate and facilitate between departments, with the ultimate objective of providing overall assistance and back up to the principal consultant. In addition to the general employee benefits deliverables, you will be required to take ownership of the communication plan of the Fund(s) which includes, drafting communication, rolling out new initiates and start to end project management of various communication tasks.

Key Performance Areas Are

Our clients range from complicated standalone funds to standard umbrella clients. This position will have a standalone fund focus.

• Trustee Meetings
• Administration
• Assist the principal consultant in managing funds
• Research and draft targeted member communication
• Project manage communication projects
• Manage the communication plan of the Fund(s)
• Facilitating and co-ordinating internal departments
• Self-development

What will make you successful in this role?

• Attention to detail and a proactive attitude
• Ability to organize and prioritize
• Good interpersonal skills

What will make you successful in this role?

• Attention to detail and a proactive attitude
• Ability to organise and prioritise
• Good interpersonal skills

Qualification & experience

• Bcom Degree/BA Law or equivalent NQF level

Knowledge and skills

• Knowledge of Employee Benefits and wider financial services industry and process
• Proficiency in Microsoft Office (Word, Excel, Outlook)

Personal qualities

• Strong attention to detail and proactive attitude
• Flare for communication
• Strong member centric values
• Strong ability to organize and prioritize
• Excellent communication skills both written and verbal
• Time management skills
• Ability to work independently
• Innovative and demonstrates initiative
• Ability to perform well under pressure and meet deadlines
• Good interpersonal skills
• Ability to collaborate and pull information together
• Proactive and a team player

Additional Requirements

• Valid driver’s license and own car
• Ability to handle pressure and tight deadlines