• Job Description

  Req#: 27412

  Who are we?

  Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

  What will you do?

  • Support distribution to create and manage relationships with new and existing key accounts.
  • Ensure growth and productivity of new and existing key accounts through delivery of a compelling and competitive value proposition
  • Support distribution with the monitoring and reporting on productivity per key account and the tracking of plans for improvement
  • Support distribution to increase productivity and new business sales in dormant and underutilised worksites
  • Build relationships with unions and other key stakeholders within government and commercial key accounts.
  • Support distribution to secure stop order deductions as our preferred premium collection method.
  • Tracking premium flow in all key accounts to support advisors with client retention and premium administration with premium collection
  • Adherence to legislative requirements within the key account specific industry as well as the financial services industry
  • Create and update all key account data to ensure advisors are supported with up to date and relevant information that supports the client value proposition
  • Advise on strategic changes per key account to maximise value from the existing client base through on-going tracking of the economic environment
  • Assist distribution to achieve the budgeted APE & VNB goals for the year.
  

  What will make you successful in this role?

  QUALIFICATION

  • Matric
  • Tertiary qualification Financial / Business/ Marketing
  • FAIS related qualifications e.g. RE1 or RE5

  EXPERIENCE
  • At least 3-4 years’ experience at an insurance company.
  • Computer skills
  • Well-developed written & verbal communication skills and negotiation skills
  • General Insurance knowledge
  

  Qualification and Experience

  Degree or Diploma with 4 to 6 years related experience.

  Knowledge and Skills

  Key Account Management

  Key Account Negotiation

  Review, reporting and trend analysis

  Product and pricing knowledge

  Personal Attributes

  Business insight - Contributing through others

  Plans and aligns - Contributing through others

  Decision quality - Contributing through others

  Interpersonal savvy - Contributing through others

  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 through others

  Customer focus - Contributing through others

  Drives results - Contributing through others

  Collaborates - Contributing through others

  Being resilient - Contributing through others

  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 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.

• 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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