Openings at Sanlam Group

What will you do?

• You will 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 owning the relationship of a portfolio of clients of SIMEKA CONSULT and in some instances work with another Principal Consultant. This role is based in Tygervalley, Cape Town.

Key Responsibilities

• Ensuring that a portfolio of clients is adequately serviced
• Technical excellence in servicing corporate clients
• Embodying TCF in client interaction
• Effectively and independently management of a portfolio of clients
• Demonstrating client centricity
• Manage the communication plan of the Funds
• Facilitating and co-ordinating internal departments
• Self-development
• Build client relationships and ensure client retention
• Ensure that the overall standard of agenda packs, minutes and consulting advice is maintained
• Attend and coordinate Trustee Meetings and/or Joint Forum Meetings
• Provide monthly reporting via required reports on operating functions of portfolio
• Direct employee training to improve efficiency
• Ensure that standard procedures, practices and Client servicing are maintained and adhered to
• Risk awareness and the management of these risks
• Awareness of regulatory legislation and developments within the industry
• Monitor budgets, targets and fees
• Participate in Simeka’s vision to become a thought leader
• Participation in growing the business

Qualifications and Experience

• Matric
• Bcom Degree or BA Law / LLB or equivalent NQF level
• CFP advantageous
• FAIS accreditation required
• Own car and valid driver’s license
• Minimum of 7 years Benefit Consulting Experience is required

Knowledge and Skills

• A proven track record of managing people is advantageous
• Knowledge of Employee Benefits and wider financial services industry and process
• Product knowledge and understanding of the Group Risk and/ or Retirement Fund Industry
• Computer literate with proficiency in Microsoft Office (Word, Excel and PowerPoint)

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

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What will you do?

This role will report to the Business Manager.

• Your primary focus will be to work with brokers being the interface between themselves and Sanlam to reach business objectives in a dynamic, innovative and high performance business.
• This is a third party marketing role and the Broker Consultant markets and promotes Sanlam products to Brokers. The Broker Consultant seeks to build a trusting and partnering relationship that seeks to build new business opportunities; supports and up-skill Brokers with relevant information, tools and technologies that will enable them in their practice.

Output/Core Tasks:

Your success will come from:

• 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 and Experience:

• Preferably completed Business/Commerce/Marketing 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 Consultant role
• Strong focus in Investments and Business Assurance

Knowledge and Skills:

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

• 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 licence 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?

• This is a regional sales management role which is responsible for managing a team of vested Financial Advisor’s that have more than 24 months’ experience. These Financial Advisor’s would either have been transferred to the Sales Manager after they have vested under the Development Manager, or are experienced Advisors that have been recruited directly into this team from outside.

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 Experienced Financial Intermediarie

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
• NUB 974
• E2 financials

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
• SFA distribution model and value propositions

Personal Qualities:

• Cultivates Innovation
• Client Centricity
• Drives Results
• Collaborates
• Flexibility and Adaptability
• Drives Vision and Purpose
• Business Insight
• Directs Work
• Decision Quality
• Treating Customers Fairly