Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
ResponsibilitiesProactively market Sanlam's risk offering to SanlamConnect support staff, as well as supporting and non-supporting intermediaries on a predominantly one-to-many basis, and targeted one-to-one interventions.Build and maintain relationships with key stakeholders in the SanlamConnect business and relevant product houses.Support SanlamConnect with:Product training, application and competitive positioning of Sanlam's risk offering.Identifying opportunities to increase penetration of relevant market segments.Use of business intelligence to drive growth initiatives aimed at increasing market share.Strategies, tactics and business plans aimed at exceeding risk targets.Initiate and support agreed marketing plans with key stakeholders and the SanlamConnect business.Provide regional specific feedback regarding intermediary sentiment, competitor issues and risk trends, as well as support risk product house with the development of marketing support material, and tools that will assist in marketing Sanlam's risk offering.What will make you successful in this role?Qualifications: CFP qualificationRelevant tertiary qualification e.g. B Comm Financial Planning will be an advantage.Experience: 3-5 years relevant experience in a sales capacity within the Financial Services industry.Exposure to distribution channels (Financial Advisors / Independent Financial Advisors etc.).Knowledge: Specialised risk product knowledge.Knowledge and understanding of Sanlam's and competitor risk solutions.Knowledge of the Life Insurance industry as it pertains to risk.Skills: Communicates effectivelyPresentation skillsSales and marketing orientationDecision qualityAnalytical thinkingCultivates innovationPlan and alignsConcern for accuracyCustomer focusCollaboratesInfluencing and gaining commitmentDrives engagementDrives resultsBeing resilientComputer skills (MS Office)Personal AttributesBusiness insight - Contributing through othersFinancial acumen - Contributing through othersOrganisational savvy - Contributing through othersDecision quality - Contributing through othersBuild 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 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 CompetenciesCultivates innovation - Contributing through othersCustomer focus - Contributing through othersDrives results - Contributing through othersCollaborates - Contributing through othersBeing resilient - Contributing through othersTurnaround timeThe 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 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. The Group's Employment Equity plan and targets will be considered as part of the selection process.
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