Sales Consultant: RA SCI Cape Region (Boland Unit) (Worcester) (PG 09/10) at Sanlam Group

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. 
• 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.
• 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. 
• Monitor and flag any suspect or risky business with the Business Manager.
• Support projects and focus activities of the Business Manager that seek to drive production.
• 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
•  CFP would be advantageous
•  Minimum 2 years’ experience in a Marketing and sales environment
•  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