Savings Specialist at Sanlam

🗏Job Type

Full Time

Job Purpose:
Responsible for the growth in performance, sales production and profitability of the Savings market.

Output/Core Tasks:

Market Savings products and its application pro-actively on a one-to-many basis by spreading the message, as well as one-to-one initiatives promoting strategic supporters and convincing non-supporters.
Build and maintain relationships with Sanlam Financial Advisors and Broker Distribution field management.
Support SPF Distribution with the following:
Product training, application and competitive positioning.
Identify opportunities to increase penetration of relevant markets.
Develop and implement strategies, tactics and business plans to penetrate target markets; open new markets and sources; market expansions; etc.
Increase gross sales in relevant markets.
Meet targeted business volumes.
Support the development of marketing material, as well as tools that will assist in marketing Savings products.

Role Requirements
Role Qualifications:

Tertiary qualification in commerce, law or other relevant qualification
CFP qualification will be advantageous
Knowledge:

Knowledge of Distribution channels and structures (Financial Advisors / Broker Services, etc.).
Knowledge and understanding of our competitor products (including Sanlam's products)
Technical knowledge about financial services industry and trend
Experience in managing small projects.
Experience in working with multiple stakeholders.
Experience:

3-5 years relevant experience in a sales capacity within the financial services industry.
Computer Literacy (MS office packages and Outlook)
Competencies:

Excellent communication skills and interpersonal skills of interacting at all levels
Ability to operate at a strategic level
Decision making
Conceptual and innovative thinking
Ability to multi-task and prioritize effectively
Treating customers fairly / Customer orientation
Results driven
Building and maintaining relationships
Stress tolerance
Ability to maintain high standards of professional integrity
Presentation skills
Desired Skills

Excellent communication skills and interpersonal skills of interacting at all levels -
Ability to operate at a strategic level -
Decision making -
Conceptual and innovative thinking -
Ability to multi-task and prioritize effectively -
Treating customers fairly / Customer orientation -
Results driven -
Building and maintaining relationships -
Stress tolerance -
Ability to maintain high standards of professional integrity -
Presentation skills
Desired Qualification Accreditation

Degree
About The Employer

The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam's retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Our products are designed to facilitate long-term wealth creation, protection and niche financing and therefore these solutions are engineered around client needs.

Sanlam Savings, which is one of the businesses within SPF, offers Savings solutions to various segments within the market.

As Wealthsmiths™ 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.



Apply Here http://bit.ly/2G5KJHC

Job id : , #71425, 9 views,

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