Sales Consultant: Ra Sci Cape Region

2 weeks ago

Bellville, Western Cape, South Africa Sanlam Full time

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 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.

What will you do?

  • 1.

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 support 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.
  • 2.

With regards Compliance ensure that:
- the different tools are understood and utilised by the Financial Advisers

  • The Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance.
  • 3. Monitor and flag any suspect or risky business with the Business Manager.
  • 4. Support projects and focus activities of the Business Manager that seek to drive production.
  • 5. 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 orientated environment
  • Service and customer orientated
  • Natural relationship builder
  • Proactive, selfstarter 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 alternately Wealth Management 1, 2 or - An industry related qualification would be advantageous

  • Regulatory Exam 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

Personal Attributes

  • Business insight
  • Contributing independently
  • Decision quality
  • Contributing independently
  • Builds effective teams
  • Contributing independently
  • Plans and aligns
  • Contributing independently

Build a successful career with us

  • We'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


 Cultivates innovation
  • Contributing independently
  • Customer focus
  • Contributing independently
  • Drives results
  • Contributing independently
  • Collaborates
  • Contributing independently
  • Being resilient
  • Contributing independently

Turnaround timeTurnaround times-Our aim is to help you build a successful career with us
  • We'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 business clusters
  • Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office the group provides many opportunities for growth and development.
    Our commitment to transformation
The 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 S

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