Job Opportunities at Sanlam

Purpose

The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients.

Formal Qualifications

• Matric.
• NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
• Regulatory Examinations (RE5) for representatives.
• 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).

Working Requirements And Knowledge

• Class of Business training in Category 1 life and friendly societies.
• Product Specific training in Category 1 life and friendly societies.
• Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
• Excellent knowledge and understanding of insurance legislation.
• Computer Literacy (MS Office package).
• Valid driver’s license and own vehicle.
• Sound knowledge of long term insurance or employee benefits products.
• Knowledge of underwriting processes.
• Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
• Broker consulting, trade unions, funeral parlours experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers within funeral group business.
• Proven Sales track record

Key Responsibilities

• Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.
• Sourcing new brokers and maintaining relationships.
• Training and ongoing product support to brokers.
• Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
• Ensuring that the agreed new business targets are met.
• Developing and maintaining client relationships in all business levels.
• Building relationships with internal departments to ensure superior service is offered to clients.
• Ensuring that clear information is given to clients before, during and after a sales deal.
• Ensure that there is no unreasonable post–sales barriers faced by clients.
• Keeping up-to-date with competitor product and service offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Participating in proactive sales and marketing initiatives.
• Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet & Face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new client relationships.

Behavioural Competencies, Skills And Attributes

• Good communication skills.
• Results orientated.
• Good decision making and problem-solving skills.
• Good planning and organisational skills.
• Have good negotiation skills.
• Excellent presentation skills.
• Ability to write reports.
• Analytical thinker.
• Reliable, tolerant, and determined.
• Clear focus on high quality and business profit.
• Stern honesty and integrity attributes.

go to method of application »

Purpose

The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients

Formal Qualifications

• Matric.
• NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.
• Regulatory Examinations (RE5) for representatives.
• 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).

Working Requirements And Knowledge

• Class of Business training in Category 1 life and friendly societies.
• Product Specific training in Category 1 life and friendly societies.
• Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
• Excellent knowledge and understanding of insurance legislation.
• Computer Literacy (MS Office package).
• Valid driver’s license and own vehicle.
• Sound knowledge of long term insurance or employee benefits products.
• Knowledge of underwriting processes.
• Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
• Broker consulting, trade unions, funeral parlours experience in an insurance company.
• Experience in establishing contacts and relationships with decision makers within funeral group business.
• Proven Sales track record

Key Responsibilities

• Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.
• Sourcing new brokers and maintaining relationships.
• Training and ongoing product support to brokers.
• Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
• Ensuring that the agreed new business targets are met.
• Developing and maintaining client relationships in all business levels.
• Building relationships with internal departments to ensure superior service is offered to clients.
• Ensuring that clear information is given to clients before, during and after a sales deal.
• Ensure that there is no unreasonable post–sales barriers faced by clients.
• Keeping up-to-date with competitor product and service offering and industry developments.
• Dealing with queries and providing information on a range of sales and service issues.
• Participating in proactive sales and marketing initiatives.
• Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet & Face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new client relationships

Behavioural Competencies, Skills And Attributes

• Good communication skills.
• Results orientated.
• Good decision making and problem-solving skills.
• Good planning and organisational skills.
• Have good negotiation skills.
• Excellent presentation skills.
• Ability to write reports.
• Analytical thinker.
• Reliable, tolerant, and determined.
• Clear focus on high quality and business profit.
• Stern honesty and integrity attributes.

go to method of application »

What will you do?

• First line AML administrator duties relating to clearing and investigating ORMS and SIRON dashboards
• Review KYC documents of clients and recon to Sanlam requirements
• Capture client KYC data in ORMS
• Capture client KYC data in CRM
• Save all client FICA appropriately
• First Line AML Administrators duties relating to capturing and compiling:
• On-boarding
• screening
• risk rating
• customer due diligence,
• enhanced due diligence
• First Line AML Administrator KYC data Maintenance Functions
• First Line AML Administrator KYC Termination Functions
• First Line AML Administrator Function for Annual Data Maintenance
• Capturing client data on Annual Data Maintenance Spreadsheets
• Compile EDD reports
• Ensuring adherence to the FICA regulation operationally
• Execute the AML processes and procedures in line with Risk Management Compliance Plan and regulation

What will make you successful in this role?

Qualification And Experience

• Grade 12 with 2 to 3 years experience