Sanlam Sales Consultant Vacancies – Business Consultant

Website Sanlam

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

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