Sales Consultant: RA SCI Cape Region (Boland Unit) (Worcester) (PG 09/10)Date: 5 Sep 2024
Location: Worcester, Western Cape, ZA
Who are we? Sanlam is dedicated to supporting, growing, and empowering clients with affordable, easy, and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all 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. 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 empower people to be financially confident, secure, and prosperous.
The ideal candidate will be responsible for marketing Sanlam's solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers' business thereby assisting in meeting the required sales targets.
Support Financial Advisers in:
• Rendering ongoing technical advice and support
• Partnering with Financial Advisers to reach production targets
• Sourcing for business opportunities in advisers' practice
• Managing and supporting Leads and campaigns
• Assisting and liaising with New Business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements, and quotations
• Assisting with Comparative competitor quotes.With regards to Compliance ensure that:
• the different tools are understood and utilized by the Financial Advisers
• The Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance.Monitor and flag any suspect or risky business with the Business Manager.Support projects and focus activities of the Business Manager that seek to drive production.Networking with other stakeholders in the sales/support process.What will make you successful in this role?Must be comfortable working in a target-driven, competitive, sales-oriented environment
• Service and customer-oriented
• Natural relationship builder
• Pro-active, self-starter, and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well
• Willingness to travel
Qualification & experience• RFP1, 2 or 3 or alternatively Wealth Management 1, 2 or 3
• An industry-related qualification would be advantageous
• Regulatory Exam would be advantageous
• CFP would be advantageous
• Minimum 2 years' experience in a Marketing and sales environment
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous
Knowledge and skills• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver's licence
• Own reliable motor vehicle
• Business Management
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills
Personal qualities• Cultivates innovation
• Client centricity
• Results-driven
• Collaboration
• Flexibility and adaptability
• Business insights
• Decision quality
• Action Oriented
• Plans and aligns
• Treating Customers Fairly
Core Competencies• Cultivates innovation
• Customer focus
• Drives results
• Collaborates
• Being resilient
Turnaround time• The closing date for applications is 11 September 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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