Sanlam Data Capturer Vacancies – Key Accounts Specialist

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 (, 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

Apply Here