What will you do?

• The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors business thereby assisting in meeting the required sales targets.

Support Financial Advisors in:

• Rendering ongoing technical advice and support
• Partnering with Financial Advisors to reach production targets
• Sourcing for business opportunities in advisor’s 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 to Compliance ensure that:

• The different tools are understood and utilized by the Financial Advisors
• The Financial Advisor 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
• Your own reliable vehicle and valid driver’s licence

Qualification & experience

• RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years’ experience in Marketing and Financial Services 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
• 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