• Job Description

  Req#: 27608

  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 successful candidate will be required to efficiently and effectively analyse, strategize and compare client portfolios to identify clients' needs

  What will make you successful in this role?

  Prepare financial plan for intermediaries
  Apply Risk and Investment products knowledge to deliver analyses quick and accurate
  Manage and prepare client meeting support
  Administer all regulation and tax implications accordingly
  Providing timely and professional feedback to intermediaries, clients or within the department
  Prepare record of advice and financial plan for advisors to present to clients
  Identify investment and risk business opportunities
  Draw quotations as specified
  Deliver analyses of clients and company comparisons
  Understand and apply accurate regulation and tax implications
  Effective client service to stakeholders
  Portfolio reviews
  Source policy and benefit information and handle replacements
  Effective administration of all incoming and ongoing analyses requests
  Thorough knowledge of products features, performance, rates and benefits for comparative purposes
  Risk and regulation identification in all processes
  Co-ordinate leads and campaigns
  Identification of problems
  Verification of data captured versus documentation submitted
  Identify and request any outstanding FIA source documentation for entities
  Report any discrepancies picked up to management and the compliance department
  Thorough knowledge and tax regulation laws
  Legislative compliance of a financial services/sales environment (FICA/FAIS/PPI etc)
  

  Qualification and Experience

  Grade 12
  Degree in Commerce field will be an added advantage
  Minimum of 5 years experience in the Insurance industry, New Business and Administration environment

  Knowledge and Skills

  Excellent product and system knowledge will be an advantage
  Knowledge of Sanlam's support services and administration processes
  Excellent English (verbal & written) language skills
  One Local Namibian language- will be a competitive advantage
  Intermediate administration, record keeping, data management and analyses
  Intermediate Maths calculations will be required
  Knowledge on tax regulation implications
  Proficient in Microsoft Office, Company's software, TE, Sanport and Sanfin

  Personal Attributes

  Plans and aligns - Contributing independently

  Communicates effectively - Contributing independently

  Decision quality - Contributing independently

  Interpersonal savvy - 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 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.

  Core Competencies

  Cultivates innovation - Contributing independently

  Customer focus - Contributing independently

  Drives results - Contributing independently

  Collaborates - Contributing independently

  Being resilient - Contributing independently

  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.

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