Sanlam Corporate Investments is the business responsible for developing and managing institutional investment solutions within the Sanlam Group, including annuities, life-pooled investments, smooth bonus solutions, liability driven investments and other customised or tailored investment solutions for institutional investors.
We believe in creating and cultivating a positive, energised working environment that gives every individual the opportunity to achieve success by embracing diversity and growing our talent.
What will you do?
The purpose of this role is to ensure that all the intermediaries giving advice to our retirement fund client members are fully equipped to use our products to improve the retirement outcomes of the retirement fund members. The role will deliver value to Sanlam Corporate Investments (SC Invest) by ensuring all independent financial advisors are serviced and supported at all times.
Key Responsibilities
- Building, servicing, and maintaining relationships with financial advisors and brokers
- Act as a relationship manager for all products offered by Sanlam Corporate Investments to financial advisors and brokers
- Onboarding of intermediaries for quoting tool, product training and registration
- Handle queries about Sanlam annuity products, quotes and annuity implementation
- Supporting Sanlam Corporate with the development and implementation of our post-retirement member strategy.
- Regular engagements with stakeholders about Sanlam Corporates value proposition and product offering in the evolving savings and retirement landscape
- Contributing to an excellent client experience that is synonymous with Sanlam client philosophy and company values
- Keep abreast with trends and developments in the investment, umbrella fund and wider Employee Benefits industry
- Matric and relevant Financial Bachelors degree
- CFP would be advantageous
- A minimum 5 years of employee benefit and broker experience
- A deep knowledge of financial products in the savings and retirement industry is required
- An understanding of the advice and sales process of investment and retirement solutions for a life insurer would be advantageous
- Experience and knowledge regarding annuities, investments, and employee benefits
- Excellent relationship skills
- Effective time management skills
- Conceptual thinking skills
- A proven track record in exceptional client relationship management
- A self-starter with the ability to manage several projects and priorities simultaneously.
- Ability to influence stakeholders across the value chain to achieve successful outcomes
- A passion for servicing clients
- Excellent interpersonal and communication skills.
- Process orientated
- Self motivated with a strong focus on delivery
- Must be able to work under pressure
- A strong team player who is also able to work independently
- Innovative thinker with good problem-solving skills
- Flexible and able to adapt to change
- Cultivates Innovation by creating new and better ways for the organisation to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience - Rebounding from setbacks and adversity when facing difficult situations.
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.
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.
