Key Account Specialist: RA SanlamConnect Intermediaries Cape Region (Bellville)Date: 1 Oct 2024
Location: Bellville, Western Cape, ZA
Who are we? Sanlam internally 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.
This specialist role reports directly through to the RMM within the SPF Distribution Cape Region.
Output/Core TasksUndertaking ongoing research and prospecting on key account opportunitiesCo-ordinate the contact and contracting for the activation of new key accountsManage and grow a focused portfolio of key accountsUndertake financial education sessions at the key accounts (self and through the team of Financial Advisors)Manage the Key Account SLA including building effective relationshipsManage and report on the performance of the key accountsCo-ordinate, manage and vest financial advisors working at these key accounts together with Sanlam Connect management team.What will make you successful in this role?Qualification & Experience
• Grade 12, Financial/Business Degree (B.com, Bus. Science, Legal Degree)
• CFP designation or Post Graduate Diploma in Financial Planning would be advantageous
• Extensive experience within a financial distribution business in a sales/marketing role
• Management (sales team) experience
• 5 years relevant industry experience
• Previous industry management experience will be a strong recommendation
• The successful candidate must meet the necessary FAIS requirements (120 credits included)
Knowledge and Skills
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Legislative compliance processes and practices
• Service Level Agreements (SLA's)
• Sales and advice processes/financial planning knowledge
• Prospecting processes
• Leads management processes
• Budgets and expense management
• Knowledge of how sales tools / aids could add value with SFA
• Knowledge of Key Accounts and all other markets and the functioning thereof
• Market segmentation
• Marketing and sales principles
• Knowledge of specific value propositions for different markets
• Ability to present and negotiate (core skills needed)
• Ability to facilitate training workshops on KA principles and practical tips to be successful in Key Accounts
• Ability to interpret statistics re Key Accounts
Personal Qualities
• Cultivates Innovation
• Client centricity
• Results Driven
• Collaboration
• Flexibility and adaptability
• Persuades
• Financial acumen
• Communicates effectively
• Decision quality
• Treating Customers Fairly
Build a successful career with usWe're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies• Collaborates
• Being resilient
• Drives results
• Cultivates innovation
• Customer focus
Turnaround time• The closing date for applications is 4 October 2024
The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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