Job Description

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. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

What will you do?

• Policy Retentions
• Administration(administering of requests from advisors/clients)

Lead Generation

• Conduct on-going market research (cold-calling, use of third parties, existing clients) for the development and establishment of the Company X Leads database.
• Generate sales leads by updating and informing customers and clients of our product offering. Ensure the creation of a pipeline of qualified leads for the organisation
• Monitor, manage and track leads
• Provide monthly reports on the leads conversion rates and funnel status
• Report and Measure reliable indicators for to justify continued investment by the company
• Actively promote Company X's suite of solutions, products and services to network of prospects and partners
• Maintain in-depth knowledge of industry trends and the competitors

Multi-channel lead management

• Develop multi-channel programmes to reach prospects, based on the client information, research and preference.
• Ensure the diversity of multi-channels (web, sms, brochures, email, social networking, telemarketing, events, showcases and direct mail)
• Monitor and evaluate the effectiveness of the programmes
• Diligently and creatively differentiate Company X's value proposition with prospects

Inbound services

• Ensure all inbound prospect enquiries from Company X Website, Referrals, branches, and telephone calls are dealt with effectively by team.
• Ensure that all live transfer leads and organic leads which have a high conversion rate are promptly attended to.

Database management

• Source, design or develop an appropriate database for the management of leads
• Create guidelines and criteria for the segmentation and profiling of clients aligned to the Company X Strategy.
• Timely refer xe2x80x9chot leadsxe2x80x9d to correct channels in the organisation
• Provide monthly reports as required
• Ensure current and accurate information on all databases.
• Conduct Database audits

What will make you successful in this role?

Qualifications and Skills

• Matric
• RE5
• Business Insight
• Customer Relationship Management
• Computer Literacy
• Planning & organising
• Time management
• Influencing and Negotiation
• Problem solving
• Decision-making
• Communication skills
• Report Writing
• Presentation
• High level accuracy and detail orientation
• Networking
• Conflict Management
• Process and systems competence
• Data mining and analysis
• Organizational Awareness

Experience & Knowledge

• At least 2 years' experience in insurance client service or sales
• Proven Telesales experience (minimum of 6 months)
• 1 year cold calling experience is required.
• Computer literacy in Outlook , MS Word and Excel is essential.
• Life Insurance Product knowledge
• Knowledge of PPR Legislation(advantageous)
• Legal requirements of the insurance industry
• All insurance products and services offered by the company

Personal Attributes

• Analysing and Problem Solving
• Confident and well spoken.
• Written Communication
• Adapting and responding to change
• Ability to work in a high-pressure environment.
• Coping with setbacks
• Teamwork
• Client Service & Sales Orientation
• Proactivity
• Accuracy
• Driving Results
• Ability to influence client decision - strong negotiation skills.
• Great business acumen
• Adhering to principles and values
• High energy and discipline
• Multi-lingual
• High energy and discipline

Personal Attributes

Plans and aligns - Contributing dependently

Communicates effectively - Contributing dependently

Action orientated - Contributing dependently

Optimises work processes - Contributing dependently

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 four business clusters - Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office - the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing dependently

Customer focus - Contributing dependently

Collaborates - Contributing dependently

Cultivates innovation - Contributing dependently

Drives results - Contributing dependently

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. 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.

Sanlam