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  • Posted: Jan 21, 2025
    Deadline: Not specified
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    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...
    Read more about this company

     

    Regional Market Development Specialist: KZN North

    What will you do?

    • Support distribution to create and manage relationships with new and existing key accounts.
    • Ensure growth and productivity of new and existing key accounts through delivery of a compelling and competitive value proposition
    • Support distribution with the monitoring and reporting on productivity per key account and the tracking of plans for improvement
    • Support distribution to increase productivity and new business sales in dormant and underutilised worksites
    • Build relationships with unions and other key stakeholders within government and commercial key accounts.
    • Support distribution to secure stop order deductions as our preferred premium collection method.
    • Tracking premium flow in all key accounts to support advisors with client retention and premium administration with premium collection
    • Adherence to legislative requirements within the key account specific industry as well as the financial services industry
    • Create and update all key account data to ensure advisors are supported with up to date and relevant information that supports the client value proposition
    • Advise on strategic changes per key account to maximise value from the existing client base through on-going tracking of the economic environment
    • Assist distribution to achieve the budgeted APE & VNB goals for the year.

    What will make you successful in this role?
    QUALIFICATION

    • Matric 
    • Tertiary qualification Financial / Business/ Marketing 
    • FAIS related qualifications e.g. RE1 or RE5

    EXPERIENCE

    • At least 3-4 years’ experience at an insurance company. 
    • Computer skills
    • Well-developed written & verbal communication skills and negotiation skills
    • General Insurance knowledge

    Qualification and Experience

    • Degree or Diploma with 4 to 6 years related experience.

    go to method of application »

    Financial Planner: Elyon BlueStar

    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 »

    Sales Manager: SanlamConnect: Gauteng South: Bloemfontein (Re-run)

    What will you do? 

    • This is a regional sales management role which is responsible for managing a team of new and vested Financial Advisors. You have to recruit advisors for your portfolio (new and experienced). You will be responsible for the training, vesting and development of all advisors in the portfolio. 

    Output/Core Tasks:
    The expectations of the role is to:

    • Create and drive sales plans, targets and growth 
    • Marketing and business building support 
    • Coaching and development of FA’s
    • Manage business retention processes
    • Compliance and risk management 
    • Enable practice management
    • Oversee quality and productivity management 
    • Provide effective People and Performance Management 
    • Budgets and expense management of team
    • Recruiting of New and Experienced Financial Intermediaries

    What will make you successful in this role? 

    Qualification & Experience:

    • Extensive Financial Services experience in a marketing/sales environment
    • Sales and Operational Management/leadership of a team/unit 
    • Management Diploma
    • Commercial/Financial or business related diploma/degree 
    • CFP/RFP3 or equivalent (i.e.: 120 credits)
    • RE

    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, Santrust, Santax, Sanport)
    • AUTONUB 
    • New business processes 

    Business/Management:

    • Financial Services Industry Knowledge 
    • Financial Services Product Knowledge (Sanlam and competitors) 
    • Legal technical Knowledge (product related)
    • Relevant regulatory legislation and compliance knowledge (FAIS accredited)
    • Business planning
    • New and Existing business processes
    • Advisor contracts and remuneration
    • Sales and marketing processes and practices
    • Leads management and campaigns/competitions
    • Management skills to manage staff 
    • Budgets and expense management

    go to method of application »

    Financial Planner - Plan4U BlueStar

    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 »

    Document Developer

    What will you do?

    • As a Document Developer you will be responsible for the analysis, development, authoring and maintenance of Sanlam letters and forms using mainly Exstream and MTEXT languages.

    What will make you successful in this role?

    • Completion of impact analysis of the proposed system changes
    • Assist in model design and data structures to document service developers
    • Analysis and interpretation of business specifications received
    • Technical design and development of documents according to rules and standards
    • Complete unit testing to validate logic and correctness
    • Implement correct documents into the relevant environments as part of the release management process
    • Technical support / assistance to others on any issues related to document management domain
    • QA and review of developer specifications, developed documents and provide feedback 
    • Maintenance and support of any errors in production
    • Perform standby
    • Increase Performance and Capability within Document Development Services domain through effective knowledge transfer (Coaching) of others in IT Delivery
    • Provide trusted advice about the implementation / adoption of the Document Development Services domain based on continuous research on technology trends and best practices

    Qualification

    • Matric
    • Relevant IT Diploma or Computer Science degree would be recommended

    Experience

    • 5 to 8 years experience in a similar role
    • Experience in financial services will be an advantage
    • Experience in SOAP UI, GIT, XSD, XML, XL Release, XL Deploy and JIRA
    • Experience in Extream or MTEXT environment will be an advantage

    go to method of application »

    Branch Consultant/ Financial Advisor - Springs

    What will you do?

    To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

    • Providing 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 products

    What will make you successful in this role?

    Sales Delivery:

    • Gain and maintain an in-depth understanding of SRM product ranges.
    • Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
    • Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
    • Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
    • Conduct due diligence on clients to identify and flag risks.
    • Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

    In-branch Client Service and Client Retention:

    • Responsible for servicing and managing all client profiles to ensure clients remain on the books.
    • Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
    • Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
    • Manage persistency of client payments in favour of both the branch and the client.
    • Gain insight into client risk profiles to proactively identify where support will be required.
    • Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
    • Responsible for in-branch servicing in line with client experience standards:
    • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
    • Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

    Quality, Compliance and Continuous Development:

    • Remain up to date with and continuously adhere to compliance and quality standards.
    • Keep up to date with own registration, product knowledge and maintenance of own CPD points.
    • Identify risks and flag potentially fraudulent activities.
    • Keep and store relevant records of advice.
    • Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

    Monthly Planning and Reporting:

    • Responsible for reporting on activities daily, through using relevant technology platforms.
    • Collate data on activities to deliver on weekly and monthly reporting deadlines.
    • Perform any ad-hoc requirements as requested by the Retail Branch Manager

    Qualification and Experience:

    • 1-year experience in a sales or marketing capacity
    • Experience within insurance branches an advantage
    • Matric (Grade 12)
    • RE5 advantageous
    • FAIS Compliant (Wealth Management) as per DOFA requirements.
    • Class of Business training (to be completed within 12-months of employment

    go to method of application »

    Distribution Operations Administrator

    What will you do?

    Operational execution

    Perform operational duties relating to one of the following areas:

    In case of Group Business and Individual Life

    • Capture New Business applications across the Distribution units (SPF, Group Benefits and Retail).
    • Convert group schemes to individual policies and respond to queries related to the conversion.
    • Verify personal details for FIC compliance.
    • Set new up for Group Benefit policies.
    • Generate and issue policy document packs and certificates.
    • Split and process bulk applications.
    • Execute simple changes on policy information and corrections on processing errors (Omega ErrorFixes).
    • Amend commission structures and commission splits where relevant.
    • Respond to queries and support on New Business applications captured across the product suite,within SLAs.
    • Flag and communicate New Business System errors and issues.
    • Load members on group policies (new and existing).
    • Following up on outstanding requirements for new business applications.

    In case of: Implementation

    • Follow and execute the system implementations of new schemes.
    • Administer and process user access requests pertaining to new schemes.
    • Address all queries relating to implementation of schemes.
    • Provide administrative support during Implementation audits.
    • Identify and collate training requirements for operating new schemes.

    In case of: Distribution Ops

    • Execute operational processes across the following areas
    • Onboarding
    • Verify that all Advisors, Brokers and Intermediaries are contracted, onboarded, and compliant to FAIS requirements, and that the correct processes were performed on all onboarding activities.

     Terminations and recoveries

    • Process debt repayments.
    • Process internal and external recoveries.
    • Conduct advisor debt search via the portal.
    • Make recommendations for litigations.
    • Process write-offs for advisor / broker debt.
    • Process terminations of traditional brokers, broker reps and agencies, MORs, and Sanlam affiliated representatives.
    • Conduct agency compliance and fraud checks.
    • Perform administration relating to pension.
    • Complete agency balance statements.
    • Process Franchise closure processes.

    Replacements

    • Handle internal and external replacements processes as per policy replacement standard. replacement standard.
    • Monitor and attending of the Replacement mailboxes
    • Adhere to SLA

    Commissions

    • Accurate calculation of commissions, administration of loans and advances.
    • Reporting
    • Compile data and information to inform reporting. Where required, support the Team Leader to compile sections of reports.

    Qualifications

    • Matric (Grade 12)
    • Diploma or degree in related field will be advantageous

    Knowledge and Experience

    Knowledge:

    • In-depth understanding of industry standards
    • Working knowledge of products and services (advantageous)
    • Knowledge of regulatory and compliance frameworks would be advantageous
    • Customer engagement principles

    Experience:

    • 2 - 3 Years’ experience in an administrative capacity in an operational environment.
    • 1 – 2 years’ experience in the insurance industry would be advantageous.
    • Demonstrated client engagement experience.
    • Experience working on office management or task management systems (MS Outlook / Teams / Jira /etc.)

    go to method of application »

    Financial Manager

    What will you do?

    • The successful candidate will act as a Group Financial Manager in the SanlamAllianz Group Finance Team and will report to the Head of Statutory Reporting and Consolidation. 

    What will make you successful in this role?

    Responsibilities will include, amongst others, the following:

    • Processing and reviewing of foreign subsidiary financial results in HFM (Hyperion financial management) for monthly reporting, interim review process and year-end close process
    • Analysis of multiple foreign subsidiary management accounts and financial statements
    • Cluster financial consolidation including processing of consolidation journals and elimination of intercompany balances
    • Compilation of financial statements in terms of IFRS and preparation of note disclosures for year-end close process
    • Cluster financial consolidation of forecasts and budgets
    • Ensure effective controls and procedures are in place and focus on process improvements to drive automation and new ways of working
    • Interactions with internal and external auditors 
    • Involvement and support for specific improvement projects to enhance the financial close process and implement best practices across the Group
    • Co-ordination, planning & communication with internal and external stakeholders in respect of reporting requirements and processes
    • Lead and contribute to a high-performing accounting team

    Qualification and Experience

    • Qualified CA(SA) or equivalent
    • 0 to 4 years post qualification experience

    Knowledge and Skills

    • Good working knowledge of IFRS principles and standards and group consolidations (IFRS17 experience/basic understanding is an added advantage)
    • Experience in the emerging markets environment will be an advantage
    • Oracle HFM experience will be an added advantage
    • Process management skills (able to review existing processes and procedures, making recommendations for rationalisation/improvement, and implement them operationally)
    • Ability to speak French will be advantageous

    go to method of application »

    Sales Support Assistant (PG07): SanlamConnect Gauteng South Region (Boksburg)

    What will you do?

    • This is an administrative support position that reports directly to an Operations Manager in the region. The SSA role is there to render sales support and administration to Sanlam intermediaries and regional sales management. 
    • Provide sales and administration support to intermediaries, including quotations 
    • Assist the intermediaries with the relevant product information 
    • Process and monitor new business submitted  
    • Monitor and report on relevant sales information to intermediaries/management 
    • Support initiatives to increase the take up of technology with intermediaries
    • Providing limited after sales service 

     

    What will make you successful in this role?

    Qualification and Experience:

    • Grade 12 or equivalent qualification 
    • A relevant tertiary qualification would be advantageous 

    Knowledge and Skills :

    • A minimum of 2 years relevant administrative experience within the financial services industry is preferred 
    • Prior experience within a Broker or Advisor Services environment is preferred 
    • Insurance product experience and knowledge of relevant quotation processes and systems is preferred 

    go to method of application »

    Branch Consultant/ Financial Advisor - Tsakane

    What will you do?

    To promote Sanlam Retail Mass (SRM)’s products and increase market share through:

    • Providing 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 products

    What will make you successful in this role?

    Sales Delivery:

    • Gain and maintain an in-depth understanding of SRM product ranges.
    • Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
    • Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
    • Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
    • Conduct due diligence on clients to identify and flag risks.
    • Manage own capacity to ensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

    In-branch Client Service and Client Retention:

    • Responsible for servicing and managing all client profiles to ensure clients remain on the books.
    • Send payment reminders, conduct follow-ups, and remain in contact to address potential queries or to provide support.
    • Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
    • Manage persistency of client payments in favour of both the branch and the client.
    • Gain insight into client risk profiles to proactively identify where support will be required.
    • Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
    • Responsible for in-branch servicing in line with client experience standards:
    • Apply product knowledge to accurately guide clients through policy cancellations and provide alternative options.
    • Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback to the client.

    Quality, Compliance and Continuous Development:

    • Remain up to date with and continuously adhere to compliance and quality standards.
    • Keep up to date with own registration, product knowledge and maintenance of own CPD points.
    • Identify risks and flag potentially fraudulent activities.
    • Keep and store relevant records of advice.
    • Log all activities as per regulations and standard operating procedures, and provide data to relevant stakeholders to inform reporting and decision making

    Monthly Planning and Reporting:

    • Responsible for reporting on activities daily, through using relevant technology platforms.
    • Collate data on activities to deliver on weekly and monthly reporting deadlines.
    • Perform any ad-hoc requirements as requested by the Retail Branch Manager

    Qualification and Experience:

    • 1-year experience in a sales or marketing capacity
    • Experience within insurance branches an advantage
    • Matric (Grade 12)
    • RE5 advantageous
    • FAIS Compliant (Wealth Management) as per DOFA requirements.
    • Class of Business training (to be completed within 12-months of employment

    go to method of application »

    Branch Consultant/ Financial Advisor - Kwagga

    PURPOSE OF THE ROLE

    • To promote Sanlam Retail Mass (SRM)’s products and increase market share through:
    • Providing 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.

    KEY RESPONSIBILITIES
    Sales delivery

    • Gain and maintain an in-depth understanding of SRM product ranges.
    • Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
    • Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfoliaccordingly.
    • Validate client details in line with product and regulatory requirements. Submit new business through the right channels.
    • Conduct due diligence on clients tidentify and flag risks.
    • Manage own capacity tensure daily appointments are being prioritised while allowing time for and capitalising on walk-in / non-appointment clients.

     In-branch client service and client retention

    • Responsible for servicing and managing all client profiles tensure clients remain on the books.
    • Send payment reminders, conduct follow-ups, and remain in contact taddress potential queries or tprovide support.
    • Manage and report on NTUs (clients Not Taken Up) by putting controls in place, and taking corrective actions where required.
    • Manage persistency of client payments in favour of both the branch and the client.
    • Gain insight intclient risk profiles tproactively identify where support will be required.
    • Consult with clients on alternative payment arrangements and ensure it gets processed through and noted on the right platforms.
    • Responsible for in-branch servicing in line with client experience standards:
    • Apply product knowledge taccurately guide clients through policy cancellations and provide alternative options.
    • Resolve various types of client queries in the branch as far as possible or escalate queries to the right stakeholders by using the existing escalation framework. Follow up on the status and continuously provide feedback tthe client.

    Quality, compliance and continuous development

    • Remain up tdate with and continuously adhere tcompliance and quality standards.
    • Keep up tdate with own registration, product knowledge and maintenance of own CPD points.
    • Identify risks and flag potentially fraudulent activities.
    • Keep and store relevant records of advice.
    • Log all activities as per regulations and standard operating procedures, and provide data trelevant stakeholders tinform reporting and decision making

    Monthly planning and reporting

    • Responsible for reporting on activities daily, through using relevant technology platforms.
    • Collate data on activities tdeliver on weekly and monthly reporting deadlines.
    • Perform any ad-hoc requirements as requested by the Retail Branch Manager.

    KNOWLEDGE AND SKILLS
    Knowledge:

    • 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.

    Experience:

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

    go to method of application »

    Khula Financial Adviser : Durban

    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 »

    Financial Planner : Richards Bay & surrounding areas

    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 »

    Financial Planner : Pietermaritzburg, New Castle, Ladysmith & surrounding areas

    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.

    Method of Application

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