Saturday , February 4 2023

Sanlam Learnership 2022 – Broker Consultant

Website Sanlam

Job Description:

The main purpose of this position is to increase group sales of the range of products through building relationships and superior client service to independent brokers and corporate clients.

Job Responsibilities:

  • Developing and maintaining client relationships in all business levels.
  • Dealing with queries and providing information on a range of sales and service issues.
  • Ensuring that the agreed new business targets are met.
  • Prepare and deliver clear, thoughtful, and concise presentations (via phone, internet & Face-to-face meetings) to various client and potential client audiences with diverse backgrounds to secure new client relationships
  • Participating in proactive sales and marketing initiatives
  • Sourcing and securing new business opportunities with corporates, unions, churches, taxi associations, funeral parlours, burial societies and individual clients.
  • Building relationships with internal departments to ensure superior service is offered to clients.
  • Review new business pipeline, follow-up and track by sourcing, issuing and converting of quotations.
  • Ensuring that clear information is given to clients before, during and after a sales deal.
  • Keeping up-to-date with competitor product and service offering and industry developments.
  • Sourcing new brokers and maintaining relationships.
  • Training and ongoing product support to brokers.
  • Consistently striving to engage with clients in honest, committed, considerate and receptive manner to drive company values.
  • Ensure that there is no unreasonable post–sales barriers faced by clients.

Job Requirements:

  • Minimum 12 hours of Continuous Professional Development (CPD) per CPD cycle.
  • Good decision making and problem-solving skills.
  • Knowledge of underwriting processes.
  • Broker consulting, trade unions, funeral parlours experience in an insurance company.
  • Excellent presentation skills.
  • Product Specific training in Category 1 life and friendly societies.
  • Valid driver’s license and own vehicle.
  • Proven Sales track record
  • Sound knowledge of long term insurance or employee benefits products.
  • Ability to write reports.
  • Have good negotiation skills.
  • Good communication skills.
  • Good planning and organisational skills.
  • Excellent knowledge and understanding of insurance legislation.
  • Computer Literacy (MS Office package).

Qualification & Experience:

  • Regulatory Examinations (RE5) for representatives.
  • Matric.
  • Minimum of five (5) years’ experience in the insurance industry preferable in the group funeral or group risk market.
  • 60 FAIS Credits or alternatively full FAIS recognized relevant qualification (DOFA dependent).
  • NQF 6 qualification/3-year relevant tertiary qualification will be an advantage.

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Witbank, Mpumalanga, South Africa

Application Deadline: N/A

Apply Here

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