Job Description

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.

What will you do?

• Manage and present Sanlam Health Retail Distribution strategy to various Sanlam channels and advisers.
• Overseeing compliance requirements, manage training, knowledge and skill of the SanlamConnect Advisers.
• Monitoring activities of supervisors who are responsible for representatives appointed under supervision.
• Oversight of advice given, intermediary services rendered and on-going fair treatment of customers.
• Responsible for health and gap cover presentations to employer groups with new group business targets.
• Provide quotations and recommend suitable healthcare offerings to employer groups and their employees.
• Liaise with medical schemes to assist in driving uptake in retail referral and accreditation as well as securing group business.
• Provide professional client interaction throughout all sales processes.
• Act with due care, skill and diligence in the execution of all duties.
• Fulfil contractual obligations as agreed to.
• Management and oversight of the following:

• Statutory obligations of the FSP.
• Rendering of financial services of the FSP and individuals authorised to act on its behalf.
• Business processes and operational ability.
• Instill a culture of treating customers fairly in all aspects of the business.

Qualifications and experience

• Financial Services Industry related qualification (120 credits at a NQF 5 level).
• Passed Regulatory Examinations RE5 & RE1.
• Own transport and a valid driver's licence.
• Accreditation with the Council for Medical Schemes.
• 5 years' experience within the healthcare industry.
• 1 year experience in advice management processes

Knowledge and skills

• Knowledge of selling methodologies
• Knowledge of marketing campaign management
• Knowledge in managing and co-ordinating of sales initiatives

Competencies

• Excellent communication and presentation skills
• Entrepreneurial/business orientation
• Decision making
• Analytical thinking
• High work ethic
• Planning and organising
• Innovative thinking
• Results and success driven
• Treating customers fairly
• Building and maintaining relationships
• Team building skills
• Adaptability
• Self-confidence and energy
• Computer skills (MS Word , MS PowerPoint & MS Excel)

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

Sanlam