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Website Sanlam
Job Description:
This specialist role reports directly through to the Regional Marketing Manager within the SanlamConnect: Gauteng South Region.
Job Responsibilities:
- Managing and reporting on the performance of the key accounts
- Co-ordinating, managing and vesting financial advisors working at these key accounts
- Managing the Key Account SLA including building effective relationships
- Undertaking financial education sessions at the key accounts (self and through the team of Financial Advisors)
- Managing and growing a focused portfolio of key accounts
- Co-ordinating the contact and contracting for the activation of new key accounts
- Undertaking ongoing research and prospecting on key account opportunities
Job Requirements:
- Marketing and sales principles
- Sales and advice processes/financial planning knowledge
- Legislative compliance processes and practices
- Knowledge of how sales tools/aids could add value with SFA
- Leads management processes
- Budgets and expense management
- Service Level Agreements (SLA’s)
- Market segmentation
- Prospecting processes
- Financial Services Product Knowledge (Sanlam and competitors)
- Knowledge of Key Accounts and all other markets and the functioning thereof
Qualification & Experience:
- Management (sales team) experience
- The successful candidate must meet the necessary FAIS requirements (120 credits included)
- Grade 12, Financial/Business Degree (B.com, Bus. Science, Legal Degree)
- Extensive experience within a financial distribution business in a sales/marketing role
- Previous industry management experience will be a strong recommendation
- 5 years relevant industry experience
- CFP® designation or Post Graduate Diploma in Financial Planning would be advantageous
Job Details:
Company: Sanlam
Vacancy Type: Full Time
Job Location: Bloemfontein, Free State, South Africa
Application Deadline: N/A
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