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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...
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What will you do?
- Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act.
- To provide financial advice in line with the customer value proposition and treating client fairly framework.
- To work in allocated key accounts and markets under the guidance of a Business Developer.
- To operate and sell utilizing our digital platform.
- To offer client service to Sanlam clients by placing clients’ needs at the center.
- To arrange appointments with potential clients.
- To inform and update client and client public of our new products.
Class of Business (COB):
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is deemed competent for COB. All applicants 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 did not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sanlam Affiliated Intermediary.
Qualification and experience
FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board Notice as published for recognised qualifications.
- Matric qualification or NQF level 4;
- FAIS compliant;
- RE 5 an advantage;
- Minimum of one years’ work experience within sales or marketing; and
- Clear credit and criminal records.
Technology requirement
- A smartphone that is compatible with the latest technology, i.e. Android or Apple.
Personal Skills and Competencies
- Client Service Orientation
- Entrepreneurial mind-set
- Self-motivated
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
go to method of application »
What will you do?
- Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act.
- To provide financial advice in line with the customer value proposition and treating client fairly framework.
- To work in allocated key accounts and markets under the guidance of a Business Developer.
- To operate and sell utilizing our digital platform.
- To offer client service to Sanlam clients by placing clients’ needs at the center.
- To arrange appointments with potential clients.
- To inform and update client and client public of our new products.
Class of Business (COB):
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is deemed competent for COB. All applicants 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 did not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sanlam Affiliated Intermediary.
Qualification and experience
FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board Notice as published for recognised qualifications.
- Matric qualification or NQF level 4;
- FAIS compliant;
- RE 5 an advantage;
- Minimum of one years’ work experience within sales or marketing; and
- Clear credit and criminal records.
Technology requirement
- A smartphone that is compatible with the latest technology, i.e. Android or Apple.
Personal Skills and Competencies
- Client Service Orientation
- Entrepreneurial mind-set
- Self-motivated
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
go to method of application »
What will you do?
- Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act.
- To provide financial advice in line with the customer value proposition and treating client fairly framework.
- To work in allocated key accounts and markets under the guidance of a Business Developer.
- To operate and sell utilizing our digital platform.
- To offer client service to Sanlam clients by placing clients’ needs at the center.
- To arrange appointments with potential clients.
- To inform and update client and client public of our new products.
Class of Business (COB):
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is deemed competent for COB. All applicants 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 did not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sanlam Affiliated Intermediary.
Qualification and experience
FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board Notice as published for recognised qualifications.
- Matric qualification or NQF level 4;
- FAIS compliant;
- RE 5 an advantage;
- Minimum of one years’ work experience within sales or marketing; and
- Clear credit and criminal records.
Technology requirement
- A smartphone that is compatible with the latest technology, i.e. Android or Apple.
Personal Skills and Competencies
- Client Service Orientation
- Entrepreneurial mind-set
- Self-motivated
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
go to method of application »
What will you do?
- Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act.
- To provide financial advice in line with the customer value proposition and treating client fairly framework.
- To work in allocated key accounts and markets under the guidance of a Business Developer.
- To operate and sell utilizing our digital platform.
- To offer client service to Sanlam clients by placing clients’ needs at the center.
- To arrange appointments with potential clients.
- To inform and update client and client public of our new products.
Class of Business (COB):
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is deemed competent for COB. All applicants 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 did not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sanlam Affiliated Intermediary.
Qualification and experience
FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board Notice as published for recognised qualifications.
- Matric qualification or NQF level 4;
- FAIS compliant;
- RE 5 an advantage;
- Minimum of one years’ work experience within sales or marketing; and
- Clear credit and criminal records.
Technology requirement
- A smartphone that is compatible with the latest technology, i.e. Android or Apple.
Personal Skills and Competencies
- Client Service Orientation
- Entrepreneurial mind-set
- Self-motivated
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
go to method of application »
What will you do?
- Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act.
- To provide financial advice in line with the customer value proposition and treating client fairly framework.
- To work in allocated key accounts and markets under the guidance of a Business Developer.
- To operate and sell utilizing our digital platform.
- To offer client service to Sanlam clients by placing clients’ needs at the center.
- To arrange appointments with potential clients.
- To inform and update client and client public of our new products.
Class of Business (COB):
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is deemed competent for COB. All applicants 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 did not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sanlam Affiliated Intermediary.
Qualification and experience
FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board Notice as published for recognised qualifications.
- Matric qualification or NQF level 4;
- FAIS compliant;
- RE 5 an advantage;
- Minimum of one years’ work experience within sales or marketing; and
- Clear credit and criminal records.
Technology requirement
- A smartphone that is compatible with the latest technology, i.e. Android or Apple.
Personal Skills and Competencies
- Client Service Orientation
- Entrepreneurial mind-set
- Self-motivated
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
go to method of application »
What will you do?
- Operate as tied agents maximum commission payable as permitted by the Long- Term Insurance Act.
- To provide financial advice in line with the customer value proposition and treating client fairly framework.
- To work in allocated key accounts and markets under the guidance of a Business Developer.
- To operate and sell utilizing our digital platform.
- To offer client service to Sanlam clients by placing clients’ needs at the center.
- To arrange appointments with potential clients.
- To inform and update client and client public of our new products.
Class of Business (COB):
Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is deemed competent for COB. All applicants 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 did not completed COB, they are still deemed to be under supervision and cannot be appointed as a Sanlam Affiliated Intermediary.
Qualification and experience
FSCA recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board Notice as published for recognised qualifications.
- Matric qualification or NQF level 4;
- FAIS compliant;
- RE 5 an advantage;
- Minimum of one years’ work experience within sales or marketing; and
- Clear credit and criminal records.
Technology requirement
- A smartphone that is compatible with the latest technology, i.e. Android or Apple.
Personal Skills and Competencies
- Client Service Orientation
- Entrepreneurial mind-set
- Self-motivated
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
go to method of application »
What will you do?
This role requires in depth interaction with Authorised Principals (AP's) of MO Bluestar businesses to assist in day to day operations to drive production and to also assist AP's in their own development as leaders.
This is a regional sales management role which is also responsible for the managing and development of Financial Advisor's with varying levels of experience in the different MO Bluestar businesses. These Financial Advisors would either be newcomers or experienced Advisors that have been recruited from outside.
Output/Core Tasks
The expectations of the role is to:
- Create and drive sales plans, targets and growth
- Marketing and business building support (including assistance in work site management)
- Coaching and development of FA's
- Manage business retention processes
- Compliance and risk management (including approval of new business)
- Enable practice management
- Oversee quality and productivity management
- Provide effective People and Performance Management
- Budgets and expense management of team
What will make you successful in this role:
Qualification and Experience:
- Extensive Financial Services experience in a marketing/sales environment
- Sales and Operational Management/leadership of a team/unit
- Management Diploma
- Commercial/Financial or business related diploma/degree
- CFP/RFP3 or equivalent (i.e.: 120 credits)
- RE
Knowledge and Skills:
To be successful you will need to demonstrate good experience in:
I.T:
- MS: Office (Excel, Word, PP)
- Web based platform tool/site
- Advisor tools (i.e.: Advice Partner, Sanfin, Leads program, Santrust, Santax, Sanport)
- AUTONUB
- NUB 974
- Recruitment and recruitment processes
Business/Management:
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Legal Technical Knowledge (product related)
- Relevant regulatory legislation and compliance knowledge (FAIS accreditted)
- Business planning
- New and Existing business processes
- Advisor contracts and remuneration
- Sales and marketing processes and practices
- Leads management and campaigns/competitions
- Management skills to manage staff
- Budgets and expense management
- SFA distribution model and value propositions
Personal Qualities:
- Cultivates Innovation
- Client Centricity
- Drives Results
- Ability to collaborate
- Flexibility and Adaptability
- Drives Vision and Purpose
- Business Insight
- Directs Work
- Decision Quality
- Treating Customers Fairly
go to method of application »
What will you do?
- 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.
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 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 Financial Advisor.
Qualification & experience
FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
- Matric (grade 12) or NQF level 4
- RE5 an advantage
- Clear Credit and Criminal records
- FAIS Compliance
- At least two years’ work experience within sales or marketing
Personal qualities
- Client Service Orientation
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
Method of Application
Use the link(s) below to apply on company website.
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Gmail
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