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?

• Provide service/accurate processing/administering of requests from advisors/clients on the following:
• New Business on boarding
• Policy Administration
• Reviews and updates insurance policies for clients to ensure accuracy
• Reviewing policy information and cancellation documents received from financial organisations
• Provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework
• Update and inform customers and client public of our new products.
• Writing letters to financial organisations
• Sales Leads generation , leads qualification & sales
• Providing effective support to intermediaries and clients
• Provide accurate feedback to clients and intermediary
• Policy Retentions

What will make you successful in this role?

Qualifications

• Matric
• RE5 Qualification
• Degree/Diploma in Business Admin is an Advantage

Experience & Knowledge:

• At least 2 years insurance administration and client service experience
• At least 12 months industry experience within sales or marketing
• Computer literacy in MS Word and Excel is essential.
• Life Insurance Product knowledge
• Knowledge of PPR Legislation(advantageous)
• Experience in the Insurance industry an advantage

Competencies

• Analysing and Problem Solving
• Written Communication
• Adapting and responding to change
• Coping with pressure and setbacks
• Teamwork
• Client Service & Sales Orientation
• Proactivity
• Accuracy
• Driving Results
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values

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