South Africa Job Openings
Sanlam
Retention Consultant: RA: Sanlam Risk & Savings
Bellville
FULL TIME
November 5, 2024
Who are we?
The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.
What will you do?
- To retain business for the Sanlam Savings & Closed business (primarily but not exclusively Section 14 transfers out).
- Liaise with Clients, Brokers, Broker Consultants and Advisors to prevent the outflow of funds.
- Influence and promote retention themes with contracted intermediaries.
- Create additional business for Sanlam by forming relationships with un-contracted intermediaries who are targeting Sanlam clients to transfer them to our competitors.
- Protect the Sanlam clients from transferring their policies to competitors, whilst at the same time marketing Sanlam’s flagship products to intermediaries and existing clients.
Core Outputs:
This is a fixed salary and incentive-based role, which includes clawbacks, in the event of a policy not staying on the books for the minimum prescribed period.
- Retain Sanlam policies.
o Able to upsell or cross-sell existing Sanlam products.
o Compare Sanlam’s products (predominantly RA’s) to competitors’ products.
o Formulate compelling counter offers to competitor products.
o Present and pass on relevant leads to selected intermediaries.
o Keep up to date with market trends and competitor offerings.
- Influence existing and new intermediaries.
o Strong negotiation skills.
o Sales skills.
o Relationship building capabilities.
- Ensure ease of processing and administration of business for intermediaries and clients
o Extract new business quotes and other client information.
- Build partnering relationships.
o Take action where good service have been compromised.
- Ad hoc tasks
What will make you successful in this role?
Qualifications:
- Grade 12.
- RE5 certificate.
- Relevant tertiary qualification.
Experience:
- At least 2 years’ relevant experience.
- Valid DOFA date and fully accredited within 6 to 9 months.
- Sales experience will be an advantage.
- Sanlam Financial Advisor experience will be an advantage.
Knowledge:
- Knowledge of Life Assurance or Financial Services.
- Knowledge of Savings and Investment products (specifically Retirement annuity plans).
- Knowledge of Section 14 transfers.
- Knowledge of Sanlam Risk and universal life products will be an advantage.
- Knowledge of Sanquote, Sentrix and other Sanlam financial advisor applications will be an advantage.
Competencies:
- Communicates effectively (English & Afrikaans)
- Business acumen
- Decision quality
- Telephony skills
- Build relationships
- Analytical thinking
- Plans and aligns
- Cultivates innovation
- Customer focus
- Collaborates
- Influencing and gaining commitment
- Drives results
- Being resilient
- Computer skills
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 of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as Mi Way and the Group Office – the group provides many opportunities for growth and development.
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.
Closing date: 18 November 2024
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what 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. The Group's Employment Equity plan and targets will be considered as part of the selection process.
We regret to inform you that this job opportunity is no longer available as it has expired
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