Who are we?
Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and 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
- Provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- Work in allocated key accounts and allocated markets.
- Offer customer service to Sanlam clients.
- Arrange appointments with potential customers within Key Accounts and Allocated Markets.
- Update and inform customers and the public of our new products.
- Develop and maintain an understanding of the range of Sanlam products.
- Ensure Continuous Professional Development (CPD) credits, accreditations, and qualifications are up to date.
- Participate in knowledge sharing platforms and training opportunities.
- Report on activities daily using relevant technology platforms.
- Collate data on activities to meet weekly and monthly reporting deadlines.
- Work with Sales Manager to identify priority areas and plan monthly activities accordingly.
What will make you successful in this role?
Qualification & Experience:
- FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry.
- Matric (Grade 12) or NQF level 4.
- RE5 an advantage.
- Clear credit and criminal records.
- FAIS Compliance.
- At least two years’ work experience within sales or marketing.
Knowledge:
- Sales tactics and approaches.
- Client service and engagement.
- Relevant regulatory frameworks, policies, and standards.
- Sanlam insurance products (ideal).
Personal Attributes
- Optimises work processes.
- Communicates effectively.
- Action orientated.
- Plans and aligns.
Core Competencies
- Cultivates innovation.
- Customer focus.
- Drives results.
- Collaborates.
- Being resilient.
Our Commitment to Transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.
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