Accredited Healthcare Consultant (Durban) at Sanlam Group

What will you do?

To support the Regional Senior Healthcare Consultant to drive the Sanlam Health retail strategy to various Sanlam channels, advisor healthcare partners.

Key Responsibilities

• Key support to Senior Healthcare Consultant in overseeing compliance requirements, manage training, knowledge and skill of the Sanlam Connect Advisers.
• To drive health product sales via the accreditation and referral model in Sanlam Connect.
• Assist with on-boarding, training and guidance of advisors under supervision.
• Monitoring activities of representatives under supervision.
• To drive the sales volumes and product integration via the accredited and deferral channels.
• Support Senior Healthcare Consultants with health and gap cover presentations to employer groups with new group business targets.
• Support in preparation of quotations and recommendation of suitable healthcare offerings to employer groups and their employees.
• Liaise with medical schemes to assist in driving uptake in retail referral and accreditation as well as securing group business.
• Provide professional client interaction throughout all sales and service processes.
• Act with due care, skill and diligence in the execution of all duties.
• Fulfill contractual obligations as agreed to.

Support In Oversight Of The Following

• Statutory obligations of the FSP.
• Rendering of financial services of the FSP and individuals authorised to act on its behalf.
• Business processes and operational ability.
• Instill a culture of treating customers fairly in all aspects of the business.

Qualification And Experience

• Financial Services Industry related qualification and FAIS accreditation
• 2 - 5 years’ realated experience within the financial and healthcare industry
• RE 5
• Council for Medical Schemes full accreditation and registration
• Class of Business - Health
• Class of Business - Short term personal lines
• Experience in advice management processes - advantageous

Knowledge And Skills

• Knowledge of selling methodologies
• Knowledge in planning and co-ordinating of sales initiatives
• Computer skills (MS Word, MS PowerPoint & MS Excel)

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful.
• Client Focus - Building strong customer relationships and delivering customer-centric solutions.
• Drives Results - Consistently achieving results, even under tough circumstances.
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
• Resilience - Rebounding from setbacks and adversity when facing difficult situations.

Behavioural Competencies

• Excellent communication and presentation skills
• Business orientation
• Decision making
• Analytical thinking
• Work standards
• Planning and organising
• Innovative thinking
• Results and success driven
• Treating customers fairly
• Building and maintaining relationships
• Team building skills
• Adaptability
• Self-confidence and energy