Who are we?
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. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all 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. We create sustainable value by attracting new clients, supporting ongoing client engagement, and providing adaptive solutions designed to answer life’s financial questions. Ultimately, we empower people to be financially confident, secure, and prosperous.
Key Responsibilities
- Administration and Support of Recruiting and Contracting of New STi Agents:
• Liaise between SFA Recruitment Officers and Uyanda Development Managers to assist in coordinating Sangro activities and processes.
• Support the Development Managers with setting up, coordinating, and scheduling recruitment activities and appointments with prospective STi Advisors.
• Check/follow-up on the completeness and correctness of the different contracts for newly appointed STi Advisors.
• Co-ordinate and facilitate with DRPA and Santam for the timely capturing and issuing of the various codes for new Advisors.
• Liaise and co-ordinate with the placement area (i.e.: BlueStar) to facilitate the smooth transfer of the new Advisor to the area. - Administration and Support of Vesting, Training, and Development of New STi Agents:
• Understand and be able to answer administrative/support queries for the STi Advisors on the vesting plan and supervision contract.
• Co-ordinate arrangements and appointments for Development Managers to do field visits to the advisors within the field for vesting and supervision.
• Update Advisor files and keep a record of all Development Managers' findings and feedback after field visits.
• Liaise and work closely with the different training providers (Santam and Sanlam Academy) to co-ordinate the different training workshops. - Monthly Payroll Processing:
• At month-end, work with Finance, Capital Software, and DRPA to ensure that the correct remuneration is paid to STi Advisors. - Sales Support:
• Dealing with escalated client queries (e.g. claims and reimbursements).
• Assist with arranging training interventions on a business unit level.
• Weekly communication on production dashboards.
• Escalate and support policy queries on behalf of the advisers and the Development Managers.
What will make you successful in this role?
Qualifications & Experience:
• Grade 12 or equivalent.
• Relevant STI qualifications (Fit and proper requirements).
• Minimum of 3 years in a broker servicing environment.
• Knowledge and understanding of the Santam Tied Agency (STA) role in Sanlam advantageous.
Business/Management:
• Basic Financial Services Industry Knowledge.
• Basic Financial Services Product Knowledge (Short Term) (Personal and commercial lines).
• Relevant Short Term Insurance qualifications: RE; Accreditation Category 1.2 and 1.6.
• STi administration and processes knowledge.
• Relevant regulatory legislation and compliance knowledge (short term insurance specific).
Personal Qualities:
• Attention to detail, accuracy.
• Good planning and organizing skills.
• Problem solver.
• Good communicator and relationship builder.
• Service and client-centric.
Core Competencies
• Cultivates innovation - Contributing independently.
• Customer focus - Contributing independently.
• Drives results - Contributing independently.
• Collaborates - Contributing independently.
• Being resilient - Contributing independently.
Turnaround Time
The closing date for applications is 12 November 2024. The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.
Our Commitment to Transformation
The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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