Job title : Sales Consultant: RA SCI Cape Region (Boland Unit) (Worcester) (PG 09/10)
Job Location : Western Cape, Worcester
Deadline : August 10, 2024
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What will you do?
- The ideal candidate will be responsible for marketing Sanlam’s solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets.
- Support Financial Advisers in:
- Rendering ongoing technical advice and support
- Partnering with Financial Advisers to reach production targets
- Sourcing for business opportunities in advisers practice.
- Managing and support Leads and campaigns
- Assisting and liaising with New Business and underwriting to facilitate the issuing of business
- Assisting with the processing of claims, replacements and quotations
- Assisting with Comparative competitor quotes.
- With regards Compliance ensure that:
- the different tools are understood and utilised by the Financial Advisers
- The Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance.
- Monitor and flag any suspect or risky business with the Business Manager.
- Support projects and focus activities of the Business Manager that seek to drive production.
- Networking with other stakeholders in the sales/support process.
What will make you successful in this role?
- Must be comfortable working in a target driven, competitive, sales orientated environment
- Service and customer orientated
- Natural relationship builder
- Pro-active, self-starter and energetic
- Goal and target motivated
- Sales and marketing orientation
- Socially confident and skilled to communicate well
- Willingness to travel
Qualification & experience
- RFP1, 2 or 3 or alternately Wealth Management 1, 2 or 3
- An industry related qualification would be advantageous
- Regulatory Exam would be advantageous
- CFP would be advantageous
- Minimum 2 years’ experience in a Marketing and sales environment
- Thorough understanding of agency distribution model and supporting processing requirements would be advantageous
Knowledge and skills
- MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
- Valid driver’s licence
- Own reliable motor vehicle
- Business Management
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Relevant regulatory legislation and compliance knowledge
- Basic legal technical knowledge
- Marketing principles
- Sales process and steps
- Training/coaching others
- Solid administration skills
Personal qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Business insights
- Decision quality
- Action Oriented
- Plans and aligns
- Treating Customers Fairly
How to Apply for this Offer
Interested and Qualified candidates should Click here to Apply Now
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