Sanlam Short-term Insurance Adviser

Sanlam; Durban; On-site; ZAR 30 000 - 70 000; Full time

Job summary

An established industry player in financial services is seeking experienced Short Term Financial Advisors to join their dynamic team. This role offers the chance to build a rewarding career while providing tailored financial advice and solutions to clients. With a strong support structure and access to leads, you will be empowered to grow your portfolio and achieve your professional goals. The company values respect and offers competitive remuneration packages along with excellent benefits, including medical aid and pension schemes. If you're driven and passionate about client service, this is the perfect opportunity for you.

Benefits

Membership to funds and schemes

Medical aid

Group life insurance

Pension fund

Lucrative fixed startup components

Excellent support structure

Access to leads

Extended support in underwriting

Qualifications

• At least 2 years sales experience in short-term insurance.
• Good communication skills and own transport required.

Responsibilities

• Sales of Personal Lines and Commercial Lines.
• Building own portfolio and prospecting new opportunities.
• Providing professional financial advice tailored to client needs.

Skills

Sales and budgeting

Financial advice and support

Client relationship management

Compliance and risk management

Effective communication

Interpersonal skills

Education

Matric / Grade 12

Relevant qualification in short-term insurance – NQF 4 or FAIS credits

RE5 certification

Job description

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re committed to building strong, lasting relationships with our financial advisors. We aim to help our advisors realize their worth and support their career and personal development.

Our company values respect for individual worth and potential, offering contracted members opportunities for recognition, respect, and rewards.

Sanlam Connect offers opportunities for experienced and skilled Short Term Financial Advisors with great benefits:

• Opportunity to market multiple products within the Santam Group product range
• Competitive remuneration packages, including lucrative fixed startup components
• Excellent support structure
• Access to leads
• Extended support in underwriting
• Membership to funds and schemes, including medical aid, group life & pension fund

Ideal Candidates Will Be Responsible For

• Sales of Personal Lines and Commercial Lines
• Client services, renewals, and amendments
• Building own portfolio
• Prospecting new opportunities
• Addressing client needs with relevant solutions and products

The role involves providing professional and relevant short-term insurance advice and products tailored to client needs.

Minimum Requirements

• Matric / Grade 12
• Relevant qualification in short-term insurance – NQF 4 or FAIS credits
• At least 2 years sales experience in short-term insurance
• RE5 certification
• Good communication skills
• Clear credit and criminal record
• Own transport and driver’s license

What will you do?

You will provide clients with professional financial advice and products suited to their needs, build a client portfolio, and maintain long-term relationships. The role offers opportunities for recurring commissions and growth.

What will make you successful in this role?

• Meeting minimum production targets
• Building a strong pipeline through prospecting
• Applying technical insurance knowledge and risk management principles

Undertake behaviors such as compliance, promoting the brand, treating customers fairly, and aligning the role with personal career goals.

Responsibilities

• Networking, prospecting, and lead generation
• Face-to-face interactions for business development
• Using creative opportunities to prospect new clients
• Strengthening existing relationships
• Marketing on social media
• Identifying marketing gaps within the client base
• Implementing targeted campaigns
• Requesting leads and referrals
• Managing client claims from registration to settlement

Client Consultations And Sales

• Ensure compliance in client interactions
• Conduct comprehensive fact-finding and needs analysis
• Present suitable insurance solutions
• Update records systematically
• Review client portfolios annually

Client Service

• Maintain ethical, courteous, and professional interactions
• Manage claims processes
• Provide excellent value-added service
• Continuously update knowledge and skills
• Build long-term client relationships

Monitoring, Updating, And Reporting

• Track activities such as contacts, appointments, and consultations
• Report on issued business and revenue
• Update client details regularly

Knowledge And Skills

• Financial advice and support
• Sales and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Effective communication
• Technologically savvy
• Action-oriented
• Interpersonal skills
• Persuasive

Build a successful career with us

We focus on employee growth and development across our diverse business clusters, providing many opportunities for advancement.

Core Competencies

• Collaboration
• Resilience
• Results-driven
• Innovation
• Customer focus

Turnaround Time

The shortlisting process begins after the application deadline, depending on progress and availability of managers.

Our commitment to transformation

Sanlam is dedicated to diversity and inclusion, fostering a thriving, equitable workplace in South Africa.