Who are we? Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans.
Responsibilities: Sales and financial advice to new and existing customers:
• Remain up to date with the range of products offered by Sanlam Retail Mass.
• Plan, arrange appointments and manage a schedule with potential customers within key accounts, meeting conduct and customer engagement standards.
• 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.
• Identify and pursue further sales opportunities in existing or new markets.
• Develop, plan, and continuously adjust sales tactics to achieve monthly targets.After-sale and ongoing customer support:
• Continuously deliver a high standard of after-sale support service to existing customers.
• Respond to customer queries (relating to products, payment terms, changing circumstances, etc.), and escalate queries where necessary. Follow up on customer queries and ensure resolution thereof.
• Support and guide customers through claims processes. Escalate blockers and provide necessary information to the relevant departments to ensure the speedy pay-out and closing of claims.
• Identify and escalate areas of improvement regarding systems, processes, and technologies.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.
• Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.What will make you successful in this role? Matric (Grade 12)FAIS compliance (advantageous)Class of Business (COB) Tier 1 (advantageous)RE 5 qualification is advantageousKnowledge and Experience:
• Sales tactics and approaches
• Customer service and engagement
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)
Qualification and Experience:
Diploma with no experience or Grade 12 with 1 to 2 years related experience.
Knowledge and Skills:
• New business processing
• Existing business processing
• Client appointments and liaison
• Partnership Building
Personal Attributes:
• Optimises work processes
• Communicates effectively
• Action orientated
• Plans and aligns
Core Competencies:
• Cultivates innovation
• Customer focus
• Drives results
• Collaborates
• Being resilient
Our commitment to transformation:
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.
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