Intermediary Relations & Training Specialist

Sanlam; Sandton; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in Sandton is seeking a professional to engage and support independent financial advisors, ensuring they effectively utilize our products for retirement fund clients. The ideal candidate will have a relevant Financial Bachelor’s degree and at least 5 years of experience in the employee benefits and insurance industry. This role offers the opportunity to develop relationships and provide high-quality advice to improve retirement outcomes.

Qualifications

• Matric required.
• Minimum of 5 years in employee benefit and insurance industry.
• Deep knowledge of financial products in savings and retirement sector needed.

Responsibilities

• Engage and support independent financial advisors.
• Deliver training to empower intermediaries.
• Monitor market trends to inform product enhancements.

Skills

Experience with annuities

Excellent relationship skills

Time management skills

Conceptual thinking skills

Client relationship management

Education

Relevant Financial Bachelor’s degree

CFP qualification

Job description

A leading financial services provider in Sandton is seeking a professional to engage and support independent financial advisors, ensuring they effectively utilize our products for retirement fund clients. The ideal candidate will have a relevant Financial Bachelor’s degree and at least 5 years of experience in the employee benefits and insurance industry. This role offers the opportunity to develop relationships and provide high-quality advice to improve retirement outcomes.