Job Vacancies at Sanlam

What will you do?

Ensure the successful implementation and management of Sanlam Strategic Partnership initiatives, which is focussed on long-term insurance agents. This job is focused on the retention and profitable growth of allocated and new intermediary portfolios through the development and management of strong relationships with Sanlam intermediaries and internal business partners, to support the Group strategy.

What will make you successful in this role?

• upporting Santam sales strategy & business plan in line with the regions Targets.
• Establish and manage strong relationships with brokers including business managers.
• Growth and profitability of allocated broker portfolio.
• Working with brokers in developing a business plan to grow business.
• Assist in identifying new potential brokers and opportunities for business growth.
• Awareness of competition and market information.
• Facilitating the sales process and ensure that brokers deal with correct channels.
• Facilitating sale of quotes.
• Monthly analysis of figures down to broker level.
• Reporting at Broker Services regional meetings.
• People management (service consultants).

Qualifications

• Completed GR12
• Short term insurance related qualification or COP certification
• FAIS credits (commercial and personal lines)
• RE 5 certification
• Valid driver’s license
• At least 5 years personal lines and commercial experience in an operational environment
• Experience in maintaining and growing a profitable portfolio of commercial and personal insurance

Personal Attributes

• Business insight - Contributing through others
• Interpersonal savvy - Contributing through others
• Decision quality - Contributing through others
• Plans and aligns - Contributing through others

Core Competencies

• Cultivates innovation - Contributing through others
• Customer focus - Contributing through others
• Drives results - Contributing through others
• Collaborates - Contributing through others
• Being resilient - Contributing through others

go to method of application »

What will you do?

• The Junior Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Distribution and Sales Strategy. 

What will make you successful in this role?
Targets and inflows

•  To service an existing Intermediary Glacier supporting client base
•  To source and introduce new Intermediaries to Glacier
•  To attract new business and increase retention of existing investment business.
•  To ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
•  To ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA)
•  To co-ordinate and maintain effective SLA’s with all relevant stakeholders (internal and external)

Growing the business

•  To develop and implement a regional business plan for the Glacier Investment Channel (sales volumes, investment education and training, marketing, and client services – administration)
•  Implementing an Intermediary support model to facilitate effective and efficient support between the Distribution Channels, the Adviser / Broker and the various Sanlam Group product providers

Knowledge and education

•  To train and develop the Intermediary’s and Intermediary’s support staff
•  To train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.
•  To supply accurate investment, product, fund, service’s and investor information
•  To facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice

Marketing and Sales initiatives

•  To support investment projects and campaigns (marketing support)
•  To participate in investment product implementation (presentations, product development & client service support)

Qualifications and experience

•  Relevant financial / investment qualification (Financial tertiary qualification on honours level is recommended)
•  CFP is advantageous
•  At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
•  Supporting and developing of intermediary (Sanlam Advisers and IFA) practices
•  Proven Sales related success and track record
•  Technical knowledge about retail investments, retail investment industry 
•  Valid drivers’ license and own reliable vehicle

Competencies     

•  Leadership / Management Skills
•  Effective written and verbal communication and presentation skills
•  Entrepreneurial skills
•  Ability to work under high pressure 
•  Lateral thinking and problem-solving capabilities
•  Educating people capabilities  
•  Fluent In Afrikaans and English
•  High attention to detail
•  Ability to solve problems independently             

Attributes

•  Positive, can-do attitude with high self confidence levels
•  Passion and high-performance orientation   
•  Honesty, integrity and respect
•  Ability to work independently and within a team
•  Persuasive

Qualification and Experience

• Grade 12 with 3 to 4 years related experience.
• Knowledge and Skills
• Financial advice and support
• Assist with production target achievement
• Compliance
• Partnership and network building