Key Account Specialist: RA Connect Intermediaries Cape Region

3 weeks ago


Cape Town, Western Cape, South Africa Sanlam Full time
About the Role

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
Requirements

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)
What We Offer

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 Apply

If 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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