Intermediary Support Specialist Job at Sanlam Group

Key Responsibilities

• Engage and support independent financial advisors (IFAs), tied agents, and employee benefit consultants to ensure they understand and can effectively position Sanlam Corporate Investment’s product offerings
• Collaborate with intermediary firms, consulting houses, and other key stakeholders to drive product adoption and strategic alignment
• Deliver training, insights, and tools to empower intermediaries to provide high-quality advice tailored to retirement fund members’ needs
• Act as a strategic partner to internal teams (e.g. Distribution, Marketing & Product Development) and external stakeholders to ensure seamless service delivery and value creation
• Monitor market trends and feedback from consultants and advisors to inform product enhancements and business development strategies
• Represent SC Invest at industry events, forums, and client engagements to build brand visibility and strengthen relationships
• 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 related to all Sanlam Corporate Investment products, quotes and implementation processes
• Supporting Sanlam Corporate with the development and implementation of our pre- and post-retirement member strategy
• Regular engagements with stakeholders about Sanlam Corporate’s 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 
• Grow the footprint of SCI
• Assisting with implementation and roll-out of new growth strategies 

Qualification and Experience

• Matric 
• Relevant Financial Bachelor’s degree 
• CFP qualification would be highly advantageous
• A minimum 5 years of employee benefit and insurance industry experience
• A deep knowledge and understanding 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 

Knowledge and Skills

• 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 
• Effective presentation skills
• 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 

Core Competencies

• 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, 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

Behavioural Competencies

• 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