• Job Description

  Req#: 22906

  Who are we?

  Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

  What will you do?

  The main focus of the position is to manage and support Financial Advisers (agents) after they have graduated from the Academy business or experienced advisers appointed from other insurers or established brokers appointed as agents (Financial Adviser).

  What will make you successful in this role?

  Operational functions:

  • Increase number of activities, case sizes, quality and needs written by agents (financial advisers)
  • Ensure agents recruited are trained in products, advice best practice and appropriate legal technical knowledge to function effectively as financial advisers
  • Enhance and run the adviser value proposition
  • Ensure commissions and bonuses are paid correctly and on-time to agents
  • Create and foster succession within the Established business
  • Ensure and manage good client and stakeholder relationships
  • Manage the implementation of relevant sales strategies coupled with business objectives within the Established business, to increase the volume of profitable sales

  Manage and provide new business, existing business and claims functions within the Established business

  Ensure the Established business complies with all relevant laws, regulations and company directives/rules

  Ensure suitable incentives are implemented to reward performance

  Qualification and Experience

  Tertiary Qualification (Preferably a degree in Business/ Sales Management or equivalent) and CFP (Certificate in Financial Planning)
  3+ years in management and budgeting experience in the financial services sector, preferably as a financial adviser and/or sales management role

  Knowledge and Skills

  Extensive knowledge and experience of the Life insurance industry and excellent marketing, sales and/or financial management skills, preferably in Agency Distribution
  Excellent verbal and written communication skills
  Proficiency in English and/or additional local Namibian language will be a competitive advantage
  Physical demands: Office Position / Field
  Computer Literacy in MS Office (Word, Outlook, Excel & PowerPoint) and Company’s software

  Personal Attributes

  Tech savvy - Contributing strategically

  Balances stakeholders - Contributing strategically

  Strategic mindset - Contributing strategically

  Optimises work processes - Contributing strategically

  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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

  Core Competencies

  Cultivates innovation - Contributing strategically

  Customer focus - Contributing strategically

  Drives results - Contributing strategically

  Collaborates - Contributing strategically

  Being resilient - Contributing strategically

  Turnaround time

  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 commited 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 the key components to ensure a thriving and sustainable business in Namibia. The Group's Employment Equity plan and targets will be considered as part of the selection process.

• About the company

  As one of the largest financial services groups in South Africa, Sanlam provides insurance, investment, financial planning & retirement advice to individuals, businesses & institutions.

Notice