WHO ARE WE?

Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

SANLAM CONNECT OFFERS OPPORTUNITIES FOR EXPERIENCED AND SKILLED SHORT TERM FINANCIAL ADVISORS WITH GREAT BENEFITS:

• Opportunity to market multiple products within the Santam Group product range
• Competitive remuneration packages, including lucrative fixed startup component
• Excellent support structure
• Access to leads
• Access to extended and additional support in underwriting
• Membership to funds and schemes, including medical aid, group life & pension fund

MINIMUM REQUIREMENTS:

• Matric / Grade 12
• Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
• At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
• RE5 required
• Good written and verbal communication skills
• Clear credit & criminal record
• Own transport and drivers’ license

QUALIFICATION AND EXPERIENCE

Grade 12
Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

KNOWLEDGE AND SKILLS

Financial advice and support
Production target achievement and budgeting
Compliance and risk management
Client relationship management
Financial planning and recommendations

IDEAL CANDIDATES WILL BE RESPONSIBLE FOR:

• New Business sales: Personal Lines and Commercial Lines
• Client services, renewals and amendments
• Building own portfolio
• Prospecting of new opportunities
• Addressing client needs by offering the relevant solutions and products available
  The purpose of the role is to provide new and existing clients with professional and relevant financial Short-Term Insurance advice and products (sales) that are suited to their needs and requirements.

WHAT WILL YOU DO?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.