Paraplanner:high Performance Centre: Sanlamconnect:

3 months ago


Umhlanga, South Africa Sanlam Full time

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?
The Para-Planner is a specialist role primarily responsible for supporting independent Advisors by undertaking financial needs analysis and producing financial plans for clients. The Para-Planner needs expertise in risk products and strategies, investment products and strategies, regulation and tax implications.
The incumbent also requires sufficient customer management and sales skill to attend face-to-face customer meetings and actively assist the Adviser as required in managing the customer relationship.

**Key functions**: Undertake financial planning analysis for Advisors based on client driven Advisor requests covering Risk, Investment, Retirement and Business Assurance solutions. Assist Advisors with sales and marketing support. Ensure proper Compliance is undertaken in all processes. Assist the Advisor to maintain their client base and ensure sound client service. Develop and Maintain Relationships with key relationships within the channel and region to support delivery (i.e.: SSA, Helpdesk, Glacier BDM’s etc.) Ongoing education and learning in order to remain up to date with all relevant legislative/compliance, tax, Sanlam and competitor product offerings and financial markets and instruments. Presentations and coaching intermediaries

What will make you successful in this role?

**Qualifications and Experience**: Matric or equivalent qualification Diploma and equivalent NQF 6 qualification Relevant industry education (WM, RE5, CFP® - 120 credits) Vested and competent Advisor with extensive Financial Services experience in a marketing/sales environment

**Knowledge and skills**:
Business/Management Financial Services Industry Knowledge Sanlam and Competitor Product knowledge (deep knowledge) Income Tax laws (Regulation and Tax Implications) Financial Needs Analysis-Financial Planning (Retirement, Investment and Estate Planning, Business Assurance) Section 14 transfers Product quotation generation Investment and risk concepts and markets Financial markets and instruments Compliance laws and requirements for Financial Services Legal technical Knowledge (product related) Client service (client meetings)

Personal qualities Cultivates innovation Client centricity Results driven Collaboration Flexibility and adaptability Financial acumen Decision quality Communicates effectively Plans and aligns Nimble learning Treating customers fairly

Turnaround times

Our aim is to help you 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 business clusters - SanlamConnect, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

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.



  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect 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 well as the staff who...


  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect 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 well as the staff who...


  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect 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 well as the staff who...


  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect 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 well as the staff who...


  • Umhlanga, South Africa Sanlam Full time

    SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied Advisors and 2,000 supporting independent Brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to...

  • Team Leader

    3 months ago


    Umhlanga, South Africa OUTWORX CONTACT CENTRE Full time

    Are you a dedicated and motivated professional with a passion for customer service? Do you have experience in a contact centre environment and possess exceptional leadership skills? If so, we're looking for you to join our team as a Customer Service Team Leader. About Us: We are a dynamic and customer-focused call centre, dedicated to delivering exceptional...

  • Debt Review Consultant

    3 months ago


    Umhlanga Rocks, South Africa Opinex contact centre Full time

    Join the Contact Centre of Simplicity Opinex Contact Centre is a growing in our Umhlanga Branch. We are offering vibrant and goal driven individuals the opportunity to master their sales skills and further their professional development. Your role will be to offer our services to clients for a financial breakthrough with our Debt Review Campaign and to...

  • Centre Manager

    2 months ago


    eThekwini North (Umhlanga / Tongaat), South Africa Adzuna ZA B C2 Full time

    Main Duties & ResponsibilitiesLead and manage call centre operations to ensure optimal performance.Analyse and interpret call data (e.g., length of calls, talk time, cost of data vs. sales conversions) to drive results.Develop and monitor key performance indicators (KPIs) and metrics.Coach and mentor staff to enhance their skills and performance.Implement...

  • Call Centre Agent

    3 months ago


    Umhlanga, South Africa nutun Full time

    e are a people orientated business that provides outsourced contact centre solutions and specialises in customer life cycle management. Our people are our most important asset. We create a culture of empowerment and accountability with a focus on skills, talent, and career development for all our people within the business. Our highly engaged environment...

  • Sales Agent

    3 months ago


    Umhlanga Rocks, South Africa Opinex contact centre Full time

    **Sales Consultants Urgently Needed** - Opinex Contact Centre_ is hiring again for our Umhlanga, Durban Branch. We are offering vibrant and goal driven individuals the opportunity to master their sales skills and further their professional development. Your role will entail cold calling prospective clients to sell our products and generate leads to grow the...

  • Sales Agent

    3 months ago


    Umhlanga Rocks, South Africa Opinex contact centre Full time

    **Sales Consultants Urgently Needed** - Opinex Contact Centre_ is a growing company based in Umhlanga, Durban. We are offering vibrant and goal driven individuals the opportunity to master their sales skills and further their professional development. Your role will entail cold calling prospective clients to sell our products and generate leads to grow the...


  • Umhlanga, South Africa Sanlam Full time

    **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...

  • Sales Agent

    2 months ago


    Umhlanga Rocks, South Africa Opinex contact centre Full time

    **Job description** **Sales Consultants Urgently Needed** - Opinex Contact Centre_ is hiring again for our Umhlanga, Durban Branch. We are offering vibrant and goal driven individuals the opportunity to master their sales skills and further their professional development. Your role will entail cold calling prospective clients to sell our products and...


  • Umhlanga, South Africa iKhokha Full time

    **Company Description** iKhokha is a place where chance takers become change makers. At iKhokha, we believe in better. As you'd expect, our pace is fast-moving and ever-changing. We like it that way. As one of the fastest growing Fintech's in Africa we've built a team of global change-makers who want to make an impact. If you believe in a better future, be a...


  • Umhlanga, KwaZulu-Natal, South Africa Black & White Recruitment Full time

    Job Summary:We are seeking a highly experienced and dynamic leader to join our team as the Head of Operations at Black & White Recruitment. As a key member of our leadership team, you will be responsible for driving and developing the performance of our Contact Centre Operation.About the Role:As the Head of Contact Centre Operations, you will lead and...


  • Umhlanga, South Africa INTELLIGENCE TRANSFER CENTRE Full time

    Job description **South Africa's leading conferencing organization (ITC) has positions available for young and vibrant telesales agents.** **Minimum Requirements**: - Matric or equivalent - Proficiency in Microsoft Office (word, excel, outlook) - Excellent telephone etiquette - Past/current telesales experience - Must be well presented, outspoken and...


  • Umhlanga, South Africa Outworx Full time

    **Company Overview**: Outworx is a leading outsourcing company within the Business Processing sector. We believe in delivering precise, people-centric Contact Centre solutions that are tailor-made to our clients’ specific business process requirements. Our goal is to create a centre of excellence, with a shared vision. **Qualifications**: Matric or...

  • Head of Operations

    2 months ago


    Umhlanga, South Africa Nutuncx Full time

    Monitor performance against operating rhythm and investigate deviations. Review daily service levels, customer experience, quality, and compliance measures. Manage an effective Communication model to ensure all teams understand the overall business performance and their impact on it. Motivate and manage performance of Snr Operations Managers within the...


  • Umhlanga, South Africa DCSA Full time

    We require urgently require sales team leaders due to expansion Effectively manage a team with regards to: Attendance Meeting Targets Time Keeping Talk Time Productivity Compliance Attrition **We need a Team Leader who can**: Motivation of the team **Promote diversity within the team ** Assist team members with escalated queries and on the floor...

  • Operations Director

    3 months ago


    Umhlanga, South Africa CAREERBOX Full time

    To ensure the effective management of all aspects of the campaigns to ensure service delivery against client performance standards JOB RESPONSIBILITIES: - Monitor performance against operating rhythm and investigate deviations. - Review daily service levels, customer experience, quality, and compliance measures. - Manage an effective Communication model to...