Job Description

Sanlam Life and Savings (SLS) is focused on serving our retail and corporate clients in South Africa and further developing our strategic advantages in the South African market. Sanlam Life and Savings consists of the following business units Retail Mass, Corporate, Risk and Savings, Glacier and various business enabling functions. The Sanlam Life and Savings Office provides strategic direction, coordination and support to the four clusters, as well as performing governance oversight that includes assurance provided by second line of defense functions in SLS, to enable us to meet our business objectives.What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.What will make you successful in this role?1. Assist in growing the Sanlam Adviser BusinessBe committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.Undertake relevant behaviours to attain targets relating to:Revenue generation (Single and recurring premiums)Activity quotasPromote the Sanlam brandTreating customers fairly to be applied to all client engagementsRole is aligned to your personal career aspirations