Client Retention Consultant: RA: Risk

2 weeks ago

Cape Town, Western Cape, South Africa Sanlam Full time

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.

Job Purpose


• To retain business for the Sanlam Savings & Closed business (including but not exclusively Section 14 transfers out).

• Liaise with Clients, Brokers, Broker Consultants and Advisors to prevent the outflow of funds.

• Influence and promote retention themes with contracted intermediaries.

• Create additional business for Sanlam by forming relationships with un-contracted intermediaries who are targeting Sanlam clients to transfer them to our competitors.

• Protect the Sanlam clients from transferring their policies to competitors, whilst at the same time marketing Sanlam's flagship products to intermediaries and existing clients.

What will you do?

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.

1. Retain Sanlam policies.
o Convince intermediaries and/or clients to remain with Sanlam.
o Able to upsell or cross-sell existing Sanlam products.
o Compare Sanlam's products (predominantly RA's) to competitors' products.
o Formulate compelling counter offers to competitor products.
o Present and pass on relevant leads to selected intermediaries.
o Keep up to date with market trends and competitor offerings.

2. Influence existing and new intermediaries.
o Able to convince brokers not to transfer policies or clients away from Sanlam.
o Strong negotiation skills.
o Sales skills.
o Relationship building capabilities.

3. Ensure ease of processing and administration of business for intermediaries and clients
o Process new applications or conversions as hassle-free as possible.
o Extract new business quotes and other client information.

4. Build partnering relationships.
o Build partnerships with Advisors, Brokers, and Brokers Consultants
o Take action where good service have been compromised.

5. Ad hoc tasks

What will make you successful in this role?

Qualifications:


• Grade 12.

• RE5 certificate and FAIS accreditation.

Experience:


• At least 2 years' relevant experience.

• 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

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.

Turnaround time

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.

Closing date: 21/06/2024

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