Sales Consultant: RA SCI Cape Region (Boland Unit) (Worcester) (PG 09/10)Date: 5 Sep 2024Location: Worcester, Western Cape, ZAWho 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 meet 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 supportPartnering with Financial Advisers to reach production targetsSourcing for business opportunities in advisers practice.Managing and supporting Leads and campaignsAssisting and liaising with New Business and underwriting to facilitate the issuing of businessAssisting with the processing of claims, replacements, and quotationsAssisting with Comparative competitor quotes.With regards to Compliance ensure that:the different tools are understood and utilised by the Financial AdvisersThe 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 environmentService and customer-orientedNatural relationship builderPro-active, self-starter, and energeticGoal and target motivatedSales and marketing orientationSocially confident and skilled to communicate wellWillingness to travelQualification & experienceRFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3An industry-related qualification would be advantageousRegulatory Exam would be advantageousCFP would be advantageousMinimum 2 years' experience in a Marketing and sales environmentThorough understanding of agency distribution model and supporting processing requirements would be advantageousKnowledge and skillsMS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUBValid driver's licenceOwn reliable motor vehicleBusiness ManagementFinancial Services Industry KnowledgeFinancial Services Product Knowledge (Sanlam and competitors)Relevant regulatory legislation and compliance knowledgeBasic legal technical knowledgeMarketing principlesSales process and stepsTraining/coaching othersSolid administration skillsPersonal qualitiesCultivates innovationClient centricityResults drivenCollaborationFlexibility and adaptabilityBusiness insightsDecision qualityAction OrientedPlans and alignsTreating Customers FairlyCore CompetenciesCultivates innovationCustomer focusDrives resultsCollaboratesBeing resilientTurnaround timeThe 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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