Savings Specialist: Retail Affluent: Sanlam Risk

2 weeks ago

Roodepoort, 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.

Sanlam Risk & Savings, which is one of the businesses within SRA, offers SAVINGS solutions to various segments within the market.

At Sanlam we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities. Purpose of the role

Responsible for the marketing and growing of Sanlam’s recurring saving’s offering within SanlamConnect (Sanlam’s distribution force). What will you do?

**Outputs/ Core Tasks**:
2. Build and maintain relationships with key stakeholders in SanlamConnect, as well as relevant product houses.

**3. Support SanlamConnect with**:
Technical product training, sales angles and relevant competitor positioning.
Opportunities to increase penetration of relevant market segments.
Data and business intelligence to drive upsell and cross sell initiatives.
Strategies, tactics and business plans aimed at exceeding recurring saving’s target.
Retention of existing business.
4. Initiate and support agreed marketing plans with key stakeholders and SanlamConnect.
5. Provide the product house with regional feedback regarding intermediary sentiment, competitor challenges and market trends.
6. Support the product house with inputs regarding the development of marketing support collateral and tools aimed at enhancing Sanlam’s recurring saving’s offering.

**Note**: The successful incumbent should have a valid driver license and own reliable vehicle. What will make you successful in this role?

**Role Requirements**:
**Qualifications**:
Relevant tertiary qualification e.g. B Comm Financial Planning.
CFP or Advanced Postgraduate Diploma in Investments will be an advantage.

**Experience**:
2-3 years relevant experience in a sales capacity within the Financial Services industry.
Proven track record with sales related success.

**Knowledge**:
Knowledge and understanding of distribution channels and applicable support structures.
Technical knowledge of recurring savings products.
Industry knowledge of recurring savings products and applicable legislation.
Knowledge of financial planning support and recommendations.

**Competencies**:
Communicates effectively
Good presentation skills
Sales and marketing orientation
Entrepreneurial skills
Decision quality
Analytical thinking
Cultivates innovation
Plan and aligns
Concern for accuracy
Customer focus
Collaborates
Influencing and gaining commitment
Drives engagement
Drives results
Team success
Stress tolerance
Being resilient
Computer skills (MS Office)

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

**Closing Date**: 24 August 2023 Our commitment to transformation

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.

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