Press Tab to Move to Skip to Content Link Select how often (in days) to receive an alert: Create Alert Location: Bellville, Western Cape, South Africa Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focus on excellence in technology, client and intermediary experiences, SRA delivers financial solutions including comprehensive financial planning, life- and disability insurance, credit solutions, savings and investments, retirement and fiduciary services that can be accessed through various platforms.• To retain business for the Sanlam Savings & Closed business (including but not exclusively Section 14 transfers out).• Liaise with Clients, Brokers, Broker Consultants and Advisors to prevent the outflow of funds.• Influence and promote retention themes with contracted intermediaries.• Create additional business for Sanlam by forming relationships with un-contracted intermediaries who are targeting Sanlam clients to transfer them to our competitors.• Protect the Sanlam clients from transferring their policies to competitors, whilst at the same time marketing Sanlam’s flagship products to intermediaries and existing clients.What will you do?This is a fixed salary and incentive-based role, which includes clawbacks, in the event of a policy not staying on the books for the minimum prescribed period.2. Influence existing and new intermediaries.o Able to convince brokers not to transfer policies or clients away from Sanlam.o Strong negotiation skills.o Sales skills.o Relationship building capabilities.3. Ensure ease of processing and administration of business for intermediaries and clientso Process new applications or conversions as hassle-free as possible.o Extract new business quotes and other client information.4. Build partnering relationships.o Build partnerships with Advisors, Brokers, and Brokers Consultantso Take action where good service have been compromised.5. Ad hoc tasksWhat will make you successful in this role?Qualifications:Experience:• At least 2 years’ relevant experience.• Sanlam Financial Advisor experience will be an advantage.Knowledge:• Knowledge of Life Assurance or Financial Services.• Knowledge of Savings and Investment products (specifically Retirement annuity plans).• Knowledge of Section 14 transfers.• Knowledge of Sanlam Risk and universal life products will be an advantage.• Knowledge of Sanquote, Sentrix and other Sanlam financial advisor applications will be an advantage.• Communicates effectively (English & Afrikaans)• Business acumen• Decision quality• Telephony skills• Build relationships• Analytical thinking• Plans and aligns• Cultivates innovation• Customer focus• Collaborates• Influencing and gaining commitment• Drives results• Being resilient• Computer skillsBuild a successful career with usWe’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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.Turnaround timeThe 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 transformationThe 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.#J-18808-Ljbffr