Monday , February 26 2024

Sanlam Current Vacancies – Sales Consultant

Website Sanlam

Job Description:

Sanlam is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as we as the staff who support them. We are dedicated to meeting the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam through intermediaries and directly.

Job Responsibilities:

  • Networking with other stakeholders in the sales/support process.
  • With regards Compliance ensure that
  • Assisting with Comparative competitor quotes.
  • Assisting with the processing of claims, replacements and quotations
  • Assisting and liaising with New Business and underwriting to facilitate the issuing of business
  • The Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance
  • Support projects and focus activities of the Business Manager that seek to drive production.
  • Managing and support leads and campaigns
  • Monitor and flag any suspect or risky business with the Business Manager.
  • The different tools are understood and utilized by the Financial Advisers

Job Requirements:

  • Own reliable motor vehicle
  • Cultivates innovation
  • Valid driver’s license
  • Collaboration
  • MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
  • Financial Services Industry Knowledge
  • Client centricity
  • Results driven
  • Business Management

Qualification & Experience:

  • Thorough understanding of agency distribution model and supporting processing requirements would be advantageous
  • Minimum 2 years’ experience in a Marketing and Sales environment
  • RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
  • Regulatory Exam would be advantageous
  • An industry related qualification would be advantageous

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Boksburg, Gauteng, SA

Application Deadline: N/A

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