Sanlamconnect: Gauteng South

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. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly. 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 grow and protect wealth. 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 utilized by the Financial Advisers
the Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance

3. 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 Pro-active, self-starter and energetic Goal and target motivated Sales and marketing orientation Socially confident and skilled to communicate well Willingness to travel Qualification and Experience
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
Valid driver’s license 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 orientated Plans and aligns Treats Customers Fairly 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. Turnaround time

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.