Jobs
Sanlam Retail Mass Recruitment 2023/2024
Applications are invited from interested and suitably qualified candidates for Sanlam Retail Mass Recruitment 2023/2024.
The Sanlam Retail Mass cluster is responsible for Sanlam’s retail business in the middle and lower markets in South Africa. SRM provides clients in entry-level, middle-income, with a comprehensive range of appropriate and competitive financial solutions.
We are recruiting to fill the following position below:
Page Contents
Job Title: Financial Advisor (Free State) (Commission Only)
Introduction
Sanlam Developing Markets Limited (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group.
Duties & Responsibilities
- Sales and financial advice to new and existing customers
- Remain up to date with the range of products offered by Sanlam Retail Mass.
- Plan, arrange appointments and manage a schedule with potential customers within key accounts, meeting conduct, and customer engagement standards.
- Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
- Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
- Identify and pursue further sales opportunities in existing or new markets.
- Develop, plan, and continuously adjust sales tactics to achieve monthly targets (maintain the ‘law of average’ during the sales process by balancing prospects and sales attempts with the number of appointments).
- After-sale and ongoing customer support
- Continuously deliver a high standard of after-sale support service to existing customers.
- Respond to customer queries (relating to products, payment terms, changing circumstances, etc.), and escalate queries where necessary. Follow up on customer queries and ensure resolution thereof.
- Support and guide clients through claims processes. Escalate blockers and provide necessary information to the relevant departments to ensure the speedy pay-out and closing of claims.
- Identify and escalate areas of improvement regarding systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
- Monthly planning and reporting
- Responsible for reporting on activities daily, through using relevant technology platforms.
- Collate data on activities to deliver on weekly and monthly reporting deadlines.
- Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.
- Continuous development
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge-sharing platforms and training opportunities, inside and outside of the organization, where relevant.
How to Apply
Interested applicants should kindly visit the company website for more details and submit the application(s).