Short-term Insurance Adviser: OpShield Sti Bluestar

5 days ago

Cape Town, Western Cape, South Africa Sanlam Full time

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We're all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development, and achieving great things. We pride ourselves in helping our financial advisors to realize their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realize this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognized, respected, and rewarded for their capabilities.

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

  1. Assist in growing the Sanlam Adviser Business
    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
  2. Networking, prospecting and leads generation
    • Face-to-face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations, or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalized client value propositions.
    • Marketing on social media.
    • Undertake selected client-focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and responding to client activities such as maturities, cancellations, or surrenders within the defined market.
  3. Client consultations and sales
    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic information required for compliance).
    • Undertake comprehensive fact-finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools/instruments or systems, to ascertain the client's full financial situation; or utilize the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review client's portfolio annually by undertaking the above steps.
  4. Client Service
    • Ensure all client interactions are ethical, courteous, and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills, and market/industry issues so as to service clients within the defined market.
    • Initiate long-term client relationships and maintain a relational focus.
  5. Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

Qualification and Experience

Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

  • Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
  • Financial planning and recommendations

Personal Attributes

  • Communicates effectively - Contributing independently
  • Tech savvy - Contributing independently
  • Action-oriented - Contributing independently
  • Interpersonal savvy - Contributing independently
  • Persuades - 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 achieving great things. We pride ourselves in helping our employees to realize 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

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

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.

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 South Africa.

#J-18808-Ljbffr

  • Short-Term Insurance Specialist

    4 days ago

    Cape Town, Western Cape, South Africa Santam Insurance Full time

    Santam is the market leader in the general insurance industry in Southern Africa, and we're looking for a talented Short-Term Insurance Specialist to join our team. As a key member of our Complex Claims Unit, you'll be responsible for managing a portfolio of complex claims, ensuring timely and cost-effective resolutions.We're seeking someone with:Minimum 3-5...

  • Short Term Insurance Broker

    4 days ago

    Cape Town, Western Cape, South Africa OUTsurance Insurance Company Limited Full time

    Position SummaryWe are a leading short-term insurance provider seeking a talented and driven individual to join our team as an OUTsurance Short Term Broker.The successful candidate will have a strong background in sales and marketing, excellent communication skills, and the ability to build relationships with clients and colleagues.Responsibilities...

  • Short-Term Insurance Specialist

    24 hours ago

    Cape Town, Western Cape, South Africa Ultimate Search Consultants Full time

    Santam Operations, Commercial Contact Centre has an exciting career opportunity available for an experienced Insurance Consultant in Cape Town, Bellville. The successful candidate will be responsible for providing end-to-end service and support to brokers.Job DescriptionThis role involves:Providing telephonic/email support to intermediaries and broker...

  • Sanlam Short-term Insurance Adviser: Cape Town

    1 day ago

    Cape Town, Western Cape, South Africa Sanlam Group Full time

    Job title : Sanlam Short-term Insurance Adviser: Cape TownJob Location : Western Cape, Cape TownDeadline : April 17, 2025Quick Recommended LinksJobs by Location Job by industries Sanlam Connect offers opportunities for experienced and skilled Short Term Financial Advisors with great benefits:Opportunity to market multiple products within the Santam Group...

  • Short Term Broker

    4 days ago

    Cape Town, Western Cape, South Africa OUTsurance Insurance Company Limited Full time

    Job DescriptionWe are seeking a highly motivated and experienced Short Term Broker to join our team at OUTsurance Insurance Company Limited. As a Short Term Broker, you will be responsible for growing and developing our business insurance portfolio. Key outputs for this role include new business sales, client service and management, and high-level...

  • Short-Term Insurance Advisor Opportunity

    6 days ago

    Cape Town, Western Cape, South Africa Sanlam Limited Full time

    About the Role:This Short-Term Insurance Advisor position at Sanlam Limited offers an exciting opportunity for experienced sales professionals to join our team. As a key member of our sales force, you will be responsible for providing expert advice and guidance to clients regarding short-term insurance solutions.Main Responsibilities:Deliver exceptional...

  • Junior Short Term Insurance Administrators

    1 week ago

    Cape Town, Western Cape, South Africa JenRec Recruitment Full time

    A reputable and growing Short Term Insurance brokerage requires the services of an experienced Junior Administrator (Short Term Insurance)The ideal candidate must be bilingual in Afrikaans and English with the abilty to adapt and multitask in a fast paced environment to maintain their high level of service standards.- Short term insurance and...

  • Short-Term Insurance Executive

    13 hours ago

    Cape Town, Western Cape, South Africa University of Fort Hare Full time

    Job Description:The University of Fort Hare is looking for a highly motivated Short-Term Insurance Executive to join their team. As a key member of the team, you will be responsible for developing and executing strategies to grow the business.Key Responsibilities:Develop and maintain a deep understanding of the insurance industry and market trends.Identify...

  • Short Term Insurance Broker

    1 week ago

    Cape Town, Western Cape, South Africa Howland Recruiting Full time

    My well-established client in the Northern Suburbs of Cape Town is seeking a Short-Term Insurance Broker with 5 – 7 years' experience in both Commercial and Domestic lines who is FAIS qualified and accredited. CIMS will be an advantage.Forward a detailed CV with a profile photo NOWResponsibilities:Handle portfolio for both Commercial and Domestic...

  • Senior Technical Short-Term Specialist

    3 weeks ago

    Cape Town, Western Cape, South Africa The Recruitment Council Full time

    Job Title: Senior Technical Short-Term Specialist: ProductLocation: Tygervalley, Cape TownIndustry: Financial ServicesEmployment Type: Full-TimeCareer Level: SeniorQualification: NQF5 or relevant short-term qualificationExperience: Minimum 7 yearsResponsibilities:Serve as a subject matter expert on technical product and advice-related matters.Manage the...

  • Short-term Insurance Consultant: Regional Role

    6 days ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    Job Details: We are seeking an experienced Short-term Insurance Adviser to join our team in Cape Town. The successful candidate will provide expert financial advice and guidance to our clients, ensuring they receive tailored solutions to meet their unique needs and goals.Responsibilities:Client consultations and sales:Undertake comprehensive fact finding...

  • Short-Term Insurance Specialist

    13 hours ago

    Cape Town, Western Cape, South Africa Intellisure Brokers Full time

    Job DescriptionAs a Commercial Insurance Underwriter at Intellisure Brokers, you will play a key role in underwriting policies and assessing risks. Your expertise will help us to deliver exceptional service to our clients, ensuring that their insurance needs are met.Your responsibilities will include:Assessing client risk profilesDeveloping tailored...

  • Financial Advisor and Risk Consultant

    17 hours ago

    Cape Town, Western Cape, South Africa Ultra Personnel : Pharmaceutical, Insurance, Engineering Full time

    Reference: JHB000961-VM-1Leading organisation within the investments and financial services industry requires a Risk Consultant for the Western Cape branch.Duties & ResponsibilitiesMinimum 5 years' experience as a Broker Consultant or Life Insurance Agent / Financial Advisor.Life insurance experience is essential.Short-term insurance experience is an...

  • Short-term Insurance Specialist: Western Cape

    6 days ago

    Cape Town, Western Cape, South Africa Sanlam Full time

    Job Summary: We are looking for a highly motivated and experienced Short-term Insurance Adviser to join our team in Cape Town. The successful candidate will provide expert financial advice and guidance to our clients, ensuring they receive tailored solutions to meet their unique needs and goals.Key Responsibilities:Client consultations and sales:Undertake...

  • Short Term Insurance Professional

    13 hours ago

    Cape Town, Western Cape, South Africa Ultimate Search Consultants Full time

    Job DetailsR 22 000 Inclusive of Benefits. The ideal candidate will have strong analytical skills, excellent communication skills, and experience in domestic claims administration.About the CompanyUltimate Search Consultants is a reputable company that prioritizes professional excellence and customer satisfaction.RequirementsNQF 4 Short Term Insurance and RE...

  • Short-Term Insurance Consultant

    2 days ago

    Cape Town, Western Cape, South Africa Hans Mahrt & Co. Full time

    About the JobHans Mahrt & Co. is recruiting an experienced business development consultant to join our team in the short-term insurance sector. The successful candidate will be responsible for acquiring and developing business within the affluent market, with a focus on motor and household insurance products.We are looking for a highly motivated and...

  • OUTsurance Short Term Broker

    4 days ago

    Cape Town, Western Cape, South Africa OUTsurance Insurance Company Limited Full time

    OUTsurance Short Term Broker - Western CapeFull-timeFAIS: Financial Advice Giving RoleSkillset: OUTSURANCE BROKEROUTsurance is a customer-centric and dynamic financial services company with a global foot print and a proud history of innovation. We are vibrant, successful and values orientated with an awesome dynamic culture encapsulated by the ethos that...

  • OUTsurance Short Term Broker

    4 days ago

    Cape Town, Western Cape, South Africa OUTsurance Insurance Company Limited Full time

    OUTsurance Short Term Broker - StellenboschFull-timeFAIS: Financial Advice Giving RoleSkillset: OUTSURANCE BROKEROUTsurance is a customer-centric financial services company with a global footprint. We are vibrant, successful and values-oriented with an awesome dynamic culture encapsulated by the ethos that clients and staff "always get something OUT." Our...

  • Short Term Insurance Consultant

    13 hours ago

    Cape Town, Western Cape, South Africa Santam Insurance Full time

    About UsSantam Operations is committed to achieving transformation and embracing diversity.We strive for a diverse, inclusive, and equitable workplace as we believe these components ensure a thriving and sustainable business in South Africa.Job RequirementsTo be successful in this role, you must have:Excellent verbal and written communication...

  • Insurance Claims Manager

    4 days ago

    Cape Town, Western Cape, South Africa Santam Insurance Full time

    At Santam, we're seeking a highly skilled Insurance Claims Manager to join our team in the Complex Claims Unit. This role is perfect for someone who thrives in a fast-paced environment and has excellent communication skills.The successful candidate will be responsible for managing a portfolio of complex claims, ensuring timely and cost-effective resolutions....