Sanlam

Risk and Investment Specialist


PayCompetitive
LocationWindhoek/Khomas
Employment typeFull-Time

This job is now closed

  • Job Description

      Req#: 26677

      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 focus of the position is to provide support to brokers concerning special risk & investment products, with a main focus on brokers in the Far North Region of Namibia. The incumbent is responsible to have an in-depth knowledge of competitors’ products and to compare product suites in terms of features and pricing. The incumbent is actively involved with product development strategies and priorities to be adopted by Sanlam Namibia.

      What will make you successful in this role?

      Support with broker queries pertaining to product features, quotes, pricing and benefits
      Understand competitor products and be able to highlight to brokers benefits inherent in Sanlam Namibia product set
      Understand and assist brokers with Sanlam new business and existing business process
      Provide support to brokers with risk & investment product related advanced solutions, e.g. business assurance solutions
      Design and implement marketing strategies and campaigns of products to facilitate new business sales as well as cross and upselling to existing customers
      Ensure and manage good broker and client liaison
      Manage the implementation of relevant sales strategies coupled with business objectives within the broker business, to increase the volume of profitable sales
      Broker product training and accreditation
      Manage and provide new business, existing business and claims functions within the broker business as it pertains to products and solutions

      Qualification and Experience

      Grade 12 or equivalent
      Bachelor Degree, CFP or similar qualification in relevant fields will be an advantage
      Minimum of 3 years in sales and support experience in the financial services sector, preferably as a broker consultant and/or sales management role
      Excellent English (verbal & written) language skills. An additional local Namibian language will be a competitive advantage
      Candidates permanently stationed in the far north will have an advantage

      Knowledge and Skills

      Computer Literate: MS Office (Word, Outlook, Excel & PowerPoint) and Company’s software
      Strong communication skills
      Ability to meet deadlines
      Ability to work in team related environment
      Problem identification and problem solving skills
      Accurate and organised
      Reliable, hardworking and accountable

      Personal Attributes

      Business insight - Contributing independently
      Decision quality - Contributing independently
      Persuades - Contributing independently
      Communicates effectively - 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.