Job Description
We’re all about building strong, lasting relationships with our financial advisors. 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 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 – 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 supportPartnering with Financial Advisors to reach production targetsSourcing for business opportunities in advisor’s practiceManaging and support leads and campaignsAssisting and liaising with new business and underwriting to facilitate the issuing of businessAssisting with the processing of claims, replacements and quotationsAssisting with comparative competitor quotes
Responsibilities + Skills
Education
Service and customer orientatedNatural relationship builderPro-active, self-starter and energeticGoal and target motivatedSales and marketing orientationSocially confident and skilled to communicate wellWillingness to travelYour own reliable vehicle and valid drivers licence
Experience