Retention Consultant: Ra: Sanlam Risk

**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.

**What will you do?**
- To retain business for the Sanlam Savings & Closed business (primarily but not exclusively Section 14 transfers out).
- Liaise with Clients, Brokers, Broker Consultants and Advisors to prevent the outflow of funds.
- Influence and promote retention themes with contracted intermediaries.
- Create additional business for Sanlam by forming relationships with un-contracted intermediaries who are targeting Sanlam clients to transfer them to our competitors.
- Protect the Sanlam clients from transferring their policies to competitors, whilst at the same time marketing Sanlam’s flagship products to intermediaries and existing clients.

**Core Outputs**:
This is a fixed salary and incentive-based role, which includes clawbacks, in the event of a policy not staying on the books for the minimum prescribed period.- Retain Sanlam policies.
- Convince intermediaries and/or clients to remain with Sanlam.
- Able to upsell or cross-sell existing Sanlam products.
- Compare Sanlam’s products (predominantly RA’s) to competitors’ products.
- Formulate compelling counter offers to competitor products.
- Present and pass on relevant leads to selected intermediaries.
- Keep up to date with market trends and competitor offerings.- Influence existing and new intermediaries.
- Able to convince brokers not to transfer policies or clients away from Sanlam.
- Strong negotiation skills.
- Sales skills.
- Relationship building capabilities.
- Ensure ease of processing and administration of business for intermediaries and clients
- Extract new business quotes and other client information.
- Build partnering relationships.
- Build partnerships with Advisors, Brokers, and Brokers Consultants
- Take action where good service have been compromised.
- Ad hoc tasks

**What will make you successful in this role?**

**Qualifications**:

- Grade 12.
- RE5 certificate.
- Relevant tertiary qualification.

**Experience**:

- At least 2 years’ relevant experience.
- Valid DOFA date and fully accredited within 6 to 9 months.
- Sales experience will be an advantage.
- Sanlam Financial Advisor experience will be an advantage.

**Knowledge**:

- Knowledge of Life Assurance or Financial Services.
- Knowledge of Savings and Investment products (specifically Retirement annuity plans).
- Knowledge of Section 14 transfers.
- Knowledge of Sanlam Risk and universal life products will be an advantage.

**Competencies**:

- Communicates effectively (English & Afrikaans)
- Business acumen
- Decision quality
- Telephony skills
- Build relationships
- Analytical thinking
- Plans and aligns
- Cultivates innovation
- Customer focus
- Collaborates
- Influencing and gaining commitment
- Drives results
- Being resilient
- Computer skills

**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 five business clusters - Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.**Core Competencies**
- Cultivates innovation - Contributing independently- Customer focus - Contributing independently- Drives results - Contributing independently- Collaborates - Contributing independently- Being resilient - Contributing independently**Turnaround time**Closing date: 18 November 2024**

**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.