Job Description
Full job description Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.What will you do? 1. Proactively market Sanlam’s risk offering to SanlamConnect support staff, as well as supporting and non-supporting intermediaries on a predominantly one-to-many basis, and targeted one-to-one interventions.2. Build and maintain relationships with key stakeholders in the SanlamConnect business and relevant product houses.3. Support SanlamConnect with:Product training, application and competitive positioning of Sanlam’s risk offering.Identifying opportunities to increase penetration of relevant market segments.Use of business intelligence to drive growth initiatives aimed at increasing market share.Strategies, tactics and business plans aimed at exceeding risk targets.
Responsibilities + Skills
Education
Relevant tertiary qualification e.g. B Comm Financial Planning will be an advantage.
Experience
3-5 years relevant experience in a sales capacity within the Financial Services industry.Exposure to distribution channels (Financial Advisors / Independent Financial Advisors etc.).