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  • Posted: Jul 15, 2024
    Deadline: Not specified
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  • Never pay for any CBT, test or assessment as part of any recruitment process. When in doubt, contact us

    Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
    Read more about this company

     

    Financial Advisor Boksburg

    What will you do?

    • As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

    What will make you successful in this role?

    • The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships. 
    • To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
    • To work in allocated key accounts and allocated markets.
    • To offer customer service to Sanlam clients.
    • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
    • To update and inform customers and client public of our new products.
    • Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
    • Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
    • Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

    Qualification and Experience

    • Grade 12/Matric.                                                                                                                                                                                                                                  
    • FAIS compliant in terms of ‘fit and proper’.                                                                                                                                                                              
    •  English and any other official South African language.                                                                                                                                                                   
    • Tech savvy and active on different social media platforms the following is an added advantage.                                                                                             
    • Post-matric qualification or RE5.                                                                                                                                                                                             
    • Previous experience in sales or client services.                                                                                                                                                                   
    • Experience at a competitor company will be an added advantage.

    Knowledge and Skills

    • New business targets
    • Client relationship management
    • Investment Industry Knowledge
    • Investment monitoring and compliance
    • Directs and coordinates the development of complex financial solutions for clients

    go to method of application »

    Financial Planner Pretoria Lynnwood

    What will you do?

    • The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review client’s portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    Knowledge and Skills

    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    go to method of application »

    Sales Manager-Port Shepstone

    What will you do?
    Business planning

    •  Work with Branch Manager and contribute operational insights tmonthly, quarterly and annual business planning.

     Work with Branch Manager tdetermine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province.

    Sales management

    • Communicate and manage the achievement of sales targets tensure growth in clients and profit.
    • Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets.
    • Responsible for the operational effectiveness of the team:
    • Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions trectify.
    • Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards.

    People management

    • Work with Human Capital and Talent Acquisition tput the necessary capacity / capability in place tachieve sales targets.
    • Coach and develop team members, providing the necessary guidance, training, and work exposure tensure personal and career growth.

    Monthly planning and reporting

    • Draw daily and weekly reports tmonitor activities and the achievement of sales targets. Work with Financial Advisors tadjust tactics where necessary.
    • Responsible for monthly reporting of sales and team activities. Analyse data tidentify areas of improvement and plan for the next month.
    • Conduct monthly and annual planning based on reports.

    Stakeholder engagement

    • Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute tbuilding and maintaining relationships.
    • Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback.
    • Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).

    What will make you successful in this role?
    Qualification and Experience

    • A commercial qualification together with 6 years administration experience and a thorough understanding of the company's processes.

    Knowledge and Skills

    • Direct Customer Interface
    • Product/Services Knowledge
    • Service Level Management
    • Reporting and Administration
    • Quality, compliance and accreditation

    go to method of application »

    Financial Advisor - Pretoria

    What will you do?

    • The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review client’s portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    Knowledge and Skills

    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    go to method of application »

    Financial Advisor - Randfontein

    What will you do?

    • The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review client’s portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    Knowledge and Skills

    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    go to method of application »

    Financial Advisor - Qwa Qwa

    What will you do?

    • The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

    What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

    • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
    • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    Undertake relevant behaviours to attain targets relating to:

    • Revenue generation (Single and recurring premiums)
    • Activity quotas
    • Promote the Sanlam brand
    • Treating customers fairly to be applied to all client engagements
    • Role is aligned to your personal career aspirations

    Networking, prospecting and leads generation

    • Face to face interactions, social or business, to create business opportunities.
    • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
    • Turning trusted relationships into business relationships.
    • Strengthening existing relationships by increasing the current service.
    • Use existing sources to establish opportunities across Sanlam businesses.
    • Personalised client value propositions.
    • Marketing on social media.
    • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
    • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
    • Structuring and implementing focused campaigns with new or existing clients in the defined market.
    • Requesting active and ongoing leads and referrals from others.
    • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    Client consultations and sales

    • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
    • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
    • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
    • Provide sound personal financial planning advice.
    • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
    • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
    • Use relevant processes and system tools to capture analysis information and update records accordingly.
    • Review client’s portfolio annually by undertaking the above steps.

    Client Service

    • Ensure all client interactions are ethical, courteous and professional.
    • Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ support.
    • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
    • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
    • Initiate long term client relationships and maintain a relational focus.

    Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

    • Number and profile of contacts, appointments, consultations.
    • Issued business and revenue against targets.
    • Update client details on records.
    • Appropriate workflow and activity monitor system entries.

    Qualification and Experience

    • Grade 12
    • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    Knowledge and Skills

    • Financial advice and support
    • Production target achievement and budgeting
    • Compliance and risk management
    • Client relationship management
    • Financial planning and recommendations

    go to method of application »

    Sales Manager - Rustenburg

    What Will you do?

    • Activity management of Sales Representatives. 
    • Prospecting for Sales Representatives. 
    • Production management daily concentrating on quality and quantity. 
    • Conducting training - theoretical and practical in field. 
    • Facility liaison. 
    • New facility identification. 

    Qualification and Experience:

    • Grade 12/Matric.
    • Meet the qualification requirements in line with their DOFA.
    • Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications. 
    • Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
    • In order to register for the Retail Pensions Category, the manager must have obtained a full qualification (120 credits).
    • NQF level 4 would be required and NQF level 5 would be advantageous (Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 
    • RE 5 required from date of appointment.

    Class of business (COB):  

    • Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for COB.
    • All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained COB prior to appointment.
    • If a potential candidate has not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sales Manager. 

    Knowledge and Skills:

    • A minimum of 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions). 
    • A minimum of one year management experience. 

    Personal Attributes:

    • Good leadership skills. 
    • Entrepreneurial with good business acumen. 
    • Strong action orientation. 
    • Good written and verbal communication skills.
    • Ability to make decisions.
    • Initiative and innovativeness. 
    • Planning and organizing.
    • Achievement orientation.
    • Negotiation skills. 
    • Coaching and enabling skills. 

    go to method of application »

    Personal Assistant

    What will you do?

    • Performs secretarial and general office duties (telephone calls, filing of confidential correspondence, typing et cetera) for divisional General Manager's. Manages calendar and independently schedules appointments. Screens incoming calls and correspondence and responds independently when possible. Arranges events or conferences by arranging for facilities and caterer, issuing information or invitations, coordinating speakers. Prepares records such as agenda, notices, minutes and resolutions for corporate meetings. Arranges travel plans and itineraries, compiles documents for travel-related meetings.

    What will make you successful in this role?

    • Diary management of the team and the leadership team.  
    • Screen some emails sent to the CEO of the Business Unit and responds independently when required. 
    • Arrange team meetings by liaising with relevant parties such as facilities and catering. 
    • Support business events by liaising with the event coordinator, marketing team or any other relevant party. 
    • Circulate agenda, minutes, and resolutions of meetings.
    • Responsible for team travel arrangements. 
    • Process invoices through the Finance team. 
    • Meet and greet clients on behalf of the team member (s) when required. 
    • Type, format, and edit documents, reports, and presentations as requested by the team member(s). 
    • Maintain a database of relevant records.  
    • Liaise with internal departments such as IT, Finance, Human Capital and others. 
    • Liaise with external clients on behalf of team member(s) as and when required. 
    • Copy and scan documents. 
    • Check that each boardroom is prepared/ready for a scheduled meeting by arranging refreshments and IT connection.
    • Order office supplies and manage mail and courier services for the team. 
    • Perform all adhoc administrative tasks. 

    Qualification and Experience

    • Grade 12 and Diploma/Certificate with 6 years related experience.

    Knowledge and Skills

    • Reservation Management
    • Secretarial Support
    • Administration
    • Manages various Stakeholder queries and support

    Personal Attributes

    • Communicates effectively - Contributing independently
    • Plans and aligns - Contributing independently
    • Action orientated - Contributing independently
    • Optimises work processes - Contributing independently

    go to method of application »

    Process Assistant: SLS: Sanlam Risk & Savings: Bellville

    What will you do?

    • Data capturing by issuing or declining New Business cases.
    • Ensure that New Business cases are issued as soon as possible after the proposal has been received.
    • Follow-up on outstanding information when necessary.
    • Communicate with clients and intermediaries in writing, telephonically or via WhatsApp.
    • Ensure clients are satisfied and retained.
    • Willing to be multi-skilled to enhance skills and assist in other areas of the business.

    Note:

    • The environment necessitates overtime in peak periods. The amount of overtime hours depends on the business need in terms of the volumes received.

    What will make you successful in this role?

    Qualifications:

    •  Grade 12

    Experience:

    •  Data-capturing experience will be beneficial.
    •  Experience in a target-driven and production environment will be beneficial

    Knowledge:

    •  General life assurance knowledge will be beneficial.

    Competencies:

    •  Communicates effectively
    •  Administration orientation
    •  Decision quality
    •  Information gathering
    •  Cultivates innovation
    •  Concern for accuracy
    •  Plans and aligns
    •  Customer focus
    •  Collaborates
    •  Team success
    •  Drives results
    •  Being resilient
    •  Computer skills (able to type >28 words per minute)

    go to method of application »

    Sales Manager - King Williamstown

    What will you do?

    Business planning 

    • Work with Branch Manager and contribute operational insights to monthly, quarterly and annual business planning. 
    • Work with Branch Manager to determine sales targets for the team, in line with and in support of the objectives and strategy for the Branch, Area and Province. 

    Sales management   

    • Communicate and manage the achievement of sales targets to ensure growth in clients and profit.  
    • Plan and manage the weekly and monthly activities of representatives (Financial Advisors) in line with sales targets. 
    • Responsible for the operational effectiveness of the team: 
    • Monitor and reduce the number of NTUs (not taken up premiums). Investigate NTUs, identify problems and recommend/implement solutions to rectify. 
    • Secure client retention through managing the quantity of cases written by Financial Advisors and quality of service in line with relevant standards. 

    People management 

    • Work with Human Capital and Talent Acquisition to put the necessary capacity / capability in place to achieve sales targets.  
    • Coach and develop team members, providing the necessary guidance, training, and work exposure to ensure personal and career growth.  

    Monthly planning and reporting 

    • Draw daily and weekly reports to monitor activities and the achievement of sales targets. Work with Financial Advisors to adjust tactics where necessary. 
    • Responsible for monthly reporting of sales and team activities. Analyse data to identify areas of improvement and plan for the next month. 
    • Conduct monthly and annual planning based on reports. 

    Stakeholder engagement 

    • Identify key internal and external stakeholders (branch managers, customers, commercial companies, facilities, etc.). Determine effective engagement tactics that will contribute to building and maintaining relationships.  
    • Engage with clients address escalated queries. Ensure the efficient resolution of queries and provide timely feedback. 
    • Manage and coordinate the delivery of internal stakeholders supporting the teams (support functions).  

    Qualifications and Experience

    • Grade 12 

    Meet the qualification requirements in line with their DOFA:  

    • Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications. 
    • Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.  
    • It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment. 

    RE 5 required from date of appointment) 

    Class of Business

    • Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager. 

    Knowledge and Skills

    • At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions) 
    • A minimum of one year management experience 
    • Relevant Regulatory frameworks, policies, and standards  
    • Sanlam insurance products (ideal) 
    • People management practices and principles 
    • Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met 

    Personal Attributes

    • Good leadership skills. 
    • Entrepreneurial with good business acumen. 
    • Strong action orientation 
    • Good written and verbal communication skills. 
    • Ability to make decisions. 
    • Initiative and innovativeness. 
    • Planning and organizing. 
    • Achievement orientation. 
    • Negotiation skills. 
    • Coaching and enabling skills 

    Method of Application

    Build your CV for free. Download in different templates.

  • Send your application

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