Job Description

Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
Wexe2x80x99re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future xe2x80x93 your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique xe2x80x93 and want to inspire you to realise this worth. This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.



What will you do?



The ideal candidate will be responsible for marketing Sanlam's solutions to a vested portfolio of advisors, devising strategies and campaigns to grow the advisors business thereby assisting in meeting the required sales targets.


1. Support Financial Advisors in:

• Rendering ongoing technical advice and support
• Partnering with Financial Advisors to reach production targets
• Sourcing for business opportunities in advisor's practice
• Managing and support leads and campaigns
• Assisting and liaising with new business and underwriting to facilitate the issuing of business
• Assisting with the processing of claims, replacements and quotations
• Assisting with comparative competitor quotes

2. With regards to Compliance ensure that:

• The different tools are understood and utilized by the Financial Advisors
• The Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance

3. Monitor and flag any suspect or risky business with the Business Manager


4. Support projects and focus activities of the Business Manager that seek to drive production


5. Networking with other stakeholders in the sales/support process


What will make you successful in this role?



Must be comfortable working in target driven, competitive, sales orientated environment

• Service and customer orientated
• Natural relationship builder
• Pro-active, self-starter and energetic
• Goal and target motivated
• Sales and marketing orientation
• Socially confident and skilled to communicate well
• Willingness to travel
• Your own reliable vehicle and valid driver's licence

Qualification and Experience:

• RFP1, 2 or 3 or alternatively Wealth Management 1, 2 or 3
• An industry related qualification would be advantageous
• Regulatory Exam would be advantageous
• Minimum 2 years' experience in Marketing and Financial Services sales environment
• Thorough understanding or agency distribution model and supporting processing requirements would be advantageous

Knowledge and Skills:

• MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
• Valid driver's licence
• Business Management
• Financial Services Industry Knowledge
• Financial Services Product Knowledge (Sanlam and competitors)
• Relevant regulatory legislation and compliance knowledge
• Basic legal technical knowledge
• Marketing principles
• Sales process and steps
• Training/coaching others
• Solid administration skills

Personal Qualities:

• Cultivates Innovation
• Client Centricity
• Results Driven
• Collaboration
• Flexibility and Adaptability
• Business Insights
• Decision Quality
• Action Oriented
• Plans and Aligns
• Treating Customers Fairly

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. The closing date for applications is 05 January 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.


Build a successful career with us

Wexe2x80x99re all about building strong, lasting relationships with our employees. We know that you have hopes for your future xe2x80x93 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 xe2x80x93 Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office xe2x80x93 the group provides many opportunities for growth and development.


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.