Date: 27 Sep 2024
Location: Pretoria, Gauteng, ZA
Who are we?
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.
What will make you successful in this role?
- 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 (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- 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 Client Retention:
- Responsible for servicing and managing all client profiles to ensure clients remain on the books.
- Send payment reminders, conduct follow-ups, and remain in contact to address potential queries.
- Manage persistency of client payments in favor of both the branch and the client.
- Gain insight into client risk profiles to proactively identify where support will be required.
- Consult with clients on alternative payment arrangements.
- Responsible for in-branch servicing in line with client experience standards.
- Resolve various types of client queries in the branch.
Quality, Compliance and Continuous Development:
- Remain up to date with compliance and quality standards.
- Keep up to date with own registration, product knowledge, and maintenance of own CPD points.
- 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.
- Perform any ad-hoc requirements as requested by the Retail Branch Manager.
Qualification:
- 1-year experience in a sales or marketing capacity.
- Experience within insurance branches an advantage.
- 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 Skills
- Broker Support.
- Administration and processing of new and existing business.
- Business Building.
- Partnership Building.
- Coach and develop others.
Personal Attributes
- Business insight - Contributing independently.
- Decision quality - Contributing independently.
- Builds effective teams - Contributing independently.
- Plans and aligns - Contributing independently.
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.
The Sanlam Group is committed to achieving transformation and embraces diversity.
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