Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans.
Key Responsibilities
- Gain and maintain an in-depth understanding of SRM product ranges.
- Understand the customer’s needs, financial goals, and means, and provide the right product that will satisfy the goals of the customer.
- Continuously update and inform customers of new products or changes in existing products.
- Validate client details in line with product and regulatory requirements.
- Conduct due diligence on clients to identify and flag risks.
- Manage own capacity to ensure daily appointments are prioritized while allowing time for walk-in clients.
In-branch Client Service and Retention
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Responsible for in-branch servicing in line with client experience standards.
Quality, Compliance, and Continuous Development
- Remain up to date with compliance and quality standards.
- Identify risks and flag potentially fraudulent activities.
- Log all activities as per regulations and standard operating procedures.
Monthly Planning and Reporting
- Responsible for reporting on activities daily.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
Qualifications
- Matric (Grade 12)
- RE5 advantageous
- FAIS Compliant (Wealth Management) as per DOFA requirements.
- Class of Business training (to be completed within 12-months of employment)
Knowledge and Experience
- Client service.
- Sales and cross-selling tactics and strategies.
- Knowledge of the insurance landscape including regulatory requirements.
- Knowledge of insurance products would be advantageous.
Experience
- 1-year experience in a sales or marketing capacity.
- Experience within insurance branches an advantage.
Skills and Competencies
- Persistently focused on achieving targets.
- Analysing information.
- Technologically oriented.
- Selling and influencing skills.
- Critical thinking skills.
- Strong communicator (verbally and in writing).
- Adaptable and open to learning.
Build a Successful Career with Us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development, and achieving great things.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
Turnaround Time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our Commitment to Transformation
The Sanlam Group is committed to achieving transformation and embraces diversity.
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