Sales Consultant: RA SanlamConnect Intermediaries Cape Region

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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. 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 EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

What will you do?

The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets. 
1. Support Financial Advisers in:
• Rendering ongoing technical advice and support 
• Partnering with Financial Advisers to reach production targets 
• Sourcing for business opportunities in advisers practice.
• Managing and support Leads and campaigns
• Assisting and liaising with New Business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements and quotations
• Assisting with Comparative competitor quotes.

2. With regards Compliance ensure that:
• the different tools are understood and utilised by the Financial Advisers 
• The Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance. 

3. Monitor and flag any suspect or risky business with the Business Manager.
4. Support projects and focus activities of the Business Manager that seek to drive production.
5. Networking with other stakeholders in the sales/support process.

What will make you successful in this role?

Must be comfortable working in a target driven, competitive, sales orientated environment
• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well 
• Willingness to travel

Qualification & experience
• RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in a Marketing and sales environment
• 2 years’ experience in business development/management
• Thorough understanding of agency distribution model and supporting processing requirements would be advantageous

Knowledge and skills 
• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver’s licence
• Own reliable motor vehicle
• Business Management
• Financial Services Industry Knowledge 
• Financial Services Product Knowledge (Sanlam and competitors) 
• Relevant regulatory legislation and compliance knowledge 
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal qualities
• Cultivates innovation 
• Client centricity 
• Results driven 
• Collaboration
• Flexibility and adaptability 
• Business insights 
• Decision quality 
• Action Oriented 
• Plans and aligns 
• Treating Customers Fairly

Personal Attributes

Business insight - Contributing independentlyDecision quality - Contributing independentlyBuilds effective teams - Contributing independentlyPlans and aligns - Contributing independently

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