Financial Services Strategist
1 day ago
Job Overview
Sanlam Developing Markets (SDM) is a leading financial services provider in South Africa, catering to the entry-level and emerging middle market. We aim to understand our clients' unique needs and offer a wide range of simple and affordable financial solutions, including funeral insurance, savings for education, life cover, and personal accident plans.
Main Responsibilities
- Contribute operational insights to monthly, quarterly, and annual business planning, working closely with the Branch Manager.
- Determine sales targets for the team, aligning with the objectives and strategy for the Branch, Area, and Province, in collaboration with the Branch Manager.
- Communicate and manage the achievement of sales targets to drive growth in clients and profit.
- Plan and manage the weekly and monthly activities of representatives (Financial Advisors) to meet sales targets.
- Monitor and reduce the number of Not Taken Up (NTU) premiums, investigating NTUs, identifying problems, and recommending/implementing solutions.
- Secure client retention by managing the quantity of cases written by Financial Advisors and ensuring quality of service according to relevant standards.
Requirements
- At least 2 years of sales experience, with at least 1 year in the financial services industry (Cat B1/Cat B2/Retail Pensions).
- A minimum of 1 year of management experience.
- Relevant regulatory frameworks, policies, and standards.
- Sanlam insurance products (desirable).
- People management practices and principles.
Personal Qualities
- Strong leadership skills.
- Entrepreneurial mindset with good business acumen.
- Strong action orientation.
- Effective written and verbal communication skills.
- Ability to make decisions.
- Initiative and innovativeness.
- Planning and organization skills.
- Achievement orientation.
- Negotiation skills.
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