Accredited Healthcare Consultant

2 weeks ago


Sandton, South Africa Sanlam Full time
Who are we?


Sanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa.

Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those entities and their employees.

We tap into over 100 years of expertise to provide cost-effective Employee Benefits and Healthcare Solutions that enable financial confidence for our members.

We enable our clients to make better retirement and risk decisions today through determined and passionate thought leadership and best-in-class people, innovative products and proven processes all designed to help people live a better life tomorrow.

We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent.

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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

What will you do?


To support the Regional Senior Healthcare Consultant to drive the Sanlam Health retail strategy to various Sanlam channels, advisor healthcare partners.

Key Responsibilities

Support for health and gap cover presentations to employer groups with new group business targets.
To drive the uptake of referral and accreditation model via the Sanlan connect channel.
To drive the sales volumes and product integration via the accredited and deferral channels.
Assist with on-boarding, training and guidance of advisors under supervision.
Provide professional client interaction throughout all sales processes and service processes.


Key support to Senior Healthcare Consultant in overseeing compliance requirements, manage training, knowledge and skill of the Sanlam Connect Advisers.

To drive health product sales via the accreditation and referral model in Sanlam Connect.
Assist with on-boarding, training and guidance of advisors under supervision.
Monitoring activities of representatives under supervision.
To drive the sales volumes and product integration via the accredited and deferral channels.
Support Senior Healthcare Consultants with health and gap cover presentations to employer groups with new group business targets.
Support in preparation of quotations and recommendation of suitable healthcare offerings to employer groups and their employees.

Liaise with medical schemes to assist in driving uptake in retail referral and accreditation as well as securing group business.

Provide professional client interaction throughout all sales and service processes.
Act with due care, skill and diligence in the execution of all duties.
Fulfill contractual obligations as agreed to.

Support in oversight of the following:

  • Statutory obligations of the FSP.
  • Rendering of financial services of the FSP and individuals authorised to act on its behalf.
  • Business processes and operational ability.
  • Instill a culture of treating customers fairly in all aspects of the business.
Qualification and Experience

  • Financial Services Industry related qualification and FAIS accreditation
years' realated experience within the financial and healthcare industry

  • RE
  • Council for Medical Schemes full accreditation and registration


Class of Business
  • Health


Class of Business
  • Short term personal lines
  • Experience in advice management processes advantageous
Knowledge and Skills

  • Knowledge of selling methodologies
  • Knowledge in planning and coordinating of sales initiatives
  • Computer skills (MS Word, MS PowerPoint & MS Excel)
Core Competencies

Cultivates Innovation by creating new and better ways for the organisation to be successful.
Client Focus - Building strong customer relationships and delivering customer-centric solutions.
Drives Results - Consistently achieving results, even under tough circumstances.
Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
Resilience - Rebounding from setbacks and adversity when facing difficult situations. Behavioural Competencies

  • Excellent communication and presentation skills
  • Business orientation
  • Decision making
  • Analytical thinking
  • Work standards
  • Planning and organising
  • Innovative thinking
  • Results and success driven
  • Treating customers fairly
  • Building and maintaining relationships
  • Team building skills
  • Adaptability
  • Selfconfidence and energy Turnaround time
The Sanlam Group is committed to achi

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