Key Account Specialist: RA Connect Intermediaries Cape Region
3 weeks ago
Sanlam is seeking a highly skilled Key Account Specialist to join our team in the Cape Region. As a Key Account Specialist, you will play a critical role in building and maintaining strong relationships with our key clients, driving business growth and delivering exceptional customer service.
Key Responsibilities- Undertake ongoing research and prospecting on key account opportunities
- Coordinate the contact and contracting for the activation of new key accounts
- Manage and grow a focused portfolio of key accounts
- Undertake financial education sessions at key accounts
- Manage the Key Account SLA, including building effective relationships
- Manage and report on the performance of key accounts
- Coordinate, manage, and vest financial advisors working at key accounts
To be successful in this role, you will need:
- Grade 12, Financial/Business Degree (or equivalent)
- CFP designation or Post Graduate Diploma in Financial Planning (advantageous)
- Extensive experience within a financial distribution business in a sales/marketing role
- Management (sales team) experience
- 5 years relevant industry experience
- Previous industry management experience (strong recommendation)
- FAIS requirements (120 credits included)
At Sanlam, we offer a dynamic and supportive work environment, with opportunities for growth and development. We are committed to helping our employees build successful careers and achieve their goals.
How to ApplyIf you are a motivated and results-driven individual with a passion for financial services, we encourage you to apply for this exciting opportunity. Please submit your application by 4 October 2024.
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