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.
Sanlam Risk & Savings, which is one of the businesses within SRA, offers Risk solutions to various segments within the market.
At Sanlam we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.
Purpose of the role
Responsible for the marketing support, growth and profitability of Sanlams risk offering within the SanlamConnect business
What will you do?
Output/ Core Tasks
- Proactively market Sanlams risk offering to SanlamConnect support staff
- Supporting and non-supporting intermediaries on a predominantly one-to-many basis, and targeted one-to-one interventions
- Build and maintain relationships with key stakeholders in the SanlamConnect business and relevant product houses
- Support SanlamConnect with:
- Product training, application and competitive positioning of Sanlams 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
- Initiate and support agreed marketing plans with key stakeholders and the SanlamConnect business.
- Provide regional specific feedback w.r.t. intermediary sentiment, competitor issues and risk trends
- Support risk product house with the development of marketing support material, and tools that will assist in marketing Sanlams risk offering
Role Requirements
Qualifications:
- CFP qualification
- Relevant tertiary qualification e.g. B Comm Financial Planning will be an advantage
- 3-5 years relevant experience in a sales capacity within the Financial Services industry
- Exposure to distribution channels (Financial Advisors / Independent Financial Advisors etc.)
- Specialised risk product knowledge
- Knowledge and understanding of Sanlams and competitor risk solutions
- Knowledge of the Life Insurance industry as it pertains to risk
- Communicates effectively
- Presentation skills
- Sales and marketing orientation
- Decision quality
- Analytical thinking
- Cultivates innovation
- Plan and aligns
- Concern for accuracy
- Customer focus
- Collaborates
- Influencing and gaining commitment
- Drives engagement
- Drives results
- Being resilient
- Computer skills (MS Office)
Were 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.
Core Competencies
Cultivates innovation - Contributing through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others
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.
Closing Date: 23 June 2023
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
