Who are we?
SPF Distribution, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients and intermediaries. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. Ultimately we grow and protect wealth
What will you do?
The ideal candidate will be responsible for marketing Sanlam's solutions to a vested portfolio of advisers, devising strategies and campaigns to grow the advisers business thereby assisting in meeting the required sales targets.
1. Support Financial Advisers in:
Rendering ongoing technical advice and support
Partnering with Financial Advisers to reach production targets
Sourcing for business opportunites in advisers practice
Managing and support Leads and campaigns
Assisting and liaising with New Business and underwriting to facilitate the issuing of business
Assisting with the processing of claims, replacements and quotations
Assisting with Comparative competitor quotes
2. With regards to Compliance ensure that:
The different tools are understood and utilised by the Financial Advisers
The Financial Adviser is aware of the importance of compliance and implications for the practices for noncompliance.
3. Monitor and flag any suspect or risky business with the Business Manager.
4. Support projects and focus activities of the Business Manager that seek to drive production.
5. Networking with other stakeholders in the sales/support process.
What will make you successful in this role?
Must be comfortable working in a target driven, competitive, sales orientated environment
Service and customer orientated
Natural relationship builder
Pro-active, self-starter and energetic
Goal and target motivated
Sales and marketing orientation
Socially confident and skilled to communicate well
Willingness to travel
Qualification and Experience:
RFP1, 2 or 3 alternately Wealth Management 1,2 or 3
An industry related qualification would be advantageous
Regulatory Exam would be advantageous
Minimum 2 years' experience in a Marketing and sales environment
Thorough understanding of agency distribution model and supporting processing requirements would be advantageous
Knowledge and Skills:
MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
Valid driver's licence
Own reliable motor vehicle
Financial Services Industry Knowledge
Financial Services Product Knowledge (Sanlam and competitors)
Relevant regulatory legislation and compliance knowledge
Basic legal technical knowledge
Sales process and steps
Solid administration skills
Business insight - Contributing independently
Decision quality - Contributing independently
Action orientated - Contributing independently
Plans and aligns - Contributing independently
Build a successful career with us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - Contributing independently
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.