Job title : Retention Consultant: RA: Sanlam Risk & Savings Job Location : Western Cape, Bellville Deadline : December 06, 2024 Quick Recommended Links Jobs by Location Job by industries What will you do?
Tretain business for the Sanlam Savings & Closed business (primarily but not exclusively Section 14 transfers out).
Liaise with Clients, Brokers, Broker Consultants and Advisors tprevent the outflow of funds.
Influence and promote retention themes with contracted intermediaries.
Create additional business for Sanlam by forming relationships with un-contracted intermediaries whare targeting Sanlam clients ttransfer them tour competitors.
Protect the Sanlam clients from transferring their policies tcompetitors, whilst at the same time marketing Sanlam's flagship products tintermediaries and existing clients.
Core Outputs: This is a fixed salary and incentive-based role, which includes clawbacks, in the event of a policy not staying on the books for the minimum prescribed period.
Retain Sanlam policies.
Convince intermediaries and/or clients tremain with Sanlam.
Able tupsell or cross-sell existing Sanlam products.
Compare Sanlam's products (predominantly RA's) tcompetitors' products.
Formulate compelling counter offers tcompetitor products.
Present and pass on relevant leads tselected intermediaries.
Keep up tdate with market trends and competitor offerings.
Influence existing and new intermediaries.
Able tconvince brokers not ttransfer policies or clients away from Sanlam.
Strong negotiation skills.
Sales skills.
Relationship building capabilities.
Ensure ease of processing and administration of business for intermediaries and clients Process new applications or conversions as hassle-free as possible.
Extract new business quotes and other client information.
Build partnering relationships.
Build partnerships with Advisors, Brokers, and Brokers Consultants Take action where good service have been compromised.
Ad hoc tasks What will make you successful in this role?
Qualifications : Grade 12.
RE5 certificate.
Relevant tertiary qualification.
Experience: At least 2 years' relevant experience.
Valid DOFA date and fully accredited within 6 t9 months.
Sales experience will be an advantage.
Sanlam Financial Advisor experience will be an advantage.
Knowledge: Knowledge of Life Assurance or Financial Services.
Knowledge of Savings and Investment products (specifically Retirement annuity plans).
Knowledge of Section 14 transfers.
Knowledge of Sanlam Risk and universal life products will be an advantage.
Knowledge of Sanquote, Sentrix and other Sanlam financial advisor applications will be an advantage.
Competencies: Communicates effectively (English & Afrikaans) Business acumen Decision quality Telephony skills Build relationships Analytical thinking Plans and aligns Cultivates innovation Customer focus Collaborates Influencing and gaining commitment Drives results Being resilient Computer skills Accounting / Financial Services jobs