Job Description
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
The different tools are understood and utilized by the Financial AdvisorsThe Financial Advisor is aware of the importance of compliance and implications for the practices for noncompliance
Experience