Sanlam Sales Consultant Vacancies – Business Consultant

Job Description:

As part of SanlamConnect, Succession Financial Planning (SFP) is a financial services provider with a focus on the Registered Financial Adviser (RFA), looking to grow a professional practice while offering holistic financial planning to their clients. SFP is a wholly-owned subsidiary of the Sanlam Group.

Job Responsibilities:

• Building relationships and being a soundboard for participating brokers so as to:
• Promotes and support implementation of SFP planning and advice tools
• Identify profitable opportunities in the brokers practice for growth
• Plan, implement, coordinate and report back on the national leads initiative
• Identify opportunities to grow
• Identify area of optimizing/improvement
• Promote and support implementation of SFP technology programmes
• Support implementation of relevant SFP initiatives within the brokers practice
• Support SFP management with regards to practices within region
• Coordination of events
• Feedback and sharing of SFP related information with brokers
• Facilitate business partnership between SFP and broker
• Promote and support implementation of SFP compliance administration
• Implementation of SFP initiatives and interventions that apply to respective broker practices

Job Requirements:

• Processing transactions and conduct simple calculations
• Cultivates innovation
• Plans and aligns
• Flexibility and adaptability
• Procedures Knowledge
• Optimizes work processes
• Operational management/leadership of a team/unit advantageous
• Client centricity
• Maintain work standards and quality verification
• Communicates effectively
• Data Collection and processing of transactions
• Record keeping; filing and maintenance of databases

Qualification & Experience:

• RFP3 or equivalent (i.e.: 120 credits) advantageous
• Extensive Financial Services (Insurance) experience in a marketing/sales environment
• Commercial/Financial or business related diploma/degree advantageous
• Matric/Grade 12

Job Details:

Company: Sanlam

Vacancy Type: Full Time

Job Location: Bloemfontein, Free State, South Africa

Application Deadline: N/A

Apply Here

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