Sanlam Short-term Insurance Adviser: Opshield MOB

Sanlam; Cape Town; In loco; ZAR 300.000 - 460.000; Tempo pieno

Vantaggi offerti da questo lavoro

Access to leads

Underwriting support and product range

Funds and schemes (medical aid, group,

Competitive remuneration with fixed起

Descrizione del lavoro

Sanlam Connect seeks a skilled Short Term Insurance Advisor to manage client portfolios, deliver financial advice, and drive new business across Personal and Commercial lines. You will work with leads, underwriters, and intermediary networks to secure optimal terms and strong client relationships.

Ideal candidates have at least 2 years in short term insurance sales, RE5 or FAIS credits, and a strong focus on service, integrity, and regulatory compliance.

Competenze

• RE5 is required or FAIS credits where applicable.
• At least 2 years sales experience in short term insurance (Personal and Commercial lines).
• Strong written and verbal communication skills.
• Clear credit and criminal record; own transport and driver’s license.

Mansioni

• Manage complex intermediary and client portfolios with advisory leadership.
• Provide financial advice aligned to policy, product solutions and client needs.
• Lead pricing and terms projects within approved boundaries.
• Clarify client needs and tailor materials for decision-makers.
• Maintain relationships and support long-term client outcomes.

Conoscenze

Verbal Communication

Builds Rapport

Closes Effectively

Initiates Compelling Sales

Intermediaries Process

Maintains the Relationship

Customer Focus

Formazione

Undergraduate Degree / Honours

Descrizione del lavoro

Who are we?

The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focuson excellence in technology, client and intermediary experiences, SRA delivers financial solutions includingcomprehensive financial planning, life- and disability insurance, credit solutions, savings and investments,retirement and fiduciary services that can be accessed through various platforms.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is whatdrives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components toensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targetswill be considered as part of the selection process.

Sanlam Connect offers an opportunity for experienced and skilled Short TermInsurance Advisors with great benefits:

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

Ideal Candidates Will Be Responsible For

• New Business sales: Personal Lines and Commercial Lines Client services, renewals and amendments
• Building own portfolio
• Prospecting of new opportunities
• Addressing client needs by offering the relevant solutions and products available

Minimum Requirements

• Matric / Grade 12 Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
• At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
• RE5 required
• Good written and verbal communication skills
• Clear credit & criminal record
• Own transport and drivers’ license

Purpose of the Role

To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes.

Overview Of Role Responsibilities (Level 1-13)

Customer Relationship Management / Account Management

Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input.

Information and Business Advice

Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others.

Financial Advice

Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account.

Pricing and Terms Negotiation

Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries.

Customer Needs Clarification

Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation.

Required Skills

Verbal Communication

Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance.

Builds Rapport

Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance.

Closes Effectively

Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance.

Initiates Compelling Sales Conversations

Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance.

Intermediaries Process

Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance.

Maintains the Relationship

Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance.

General Experience

Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years)

Managerial Experience

Very limited (0 to 3 months)

Education

Undergraduate Degree / Honours Tertiary Degree

Required Behavioural Competencies

• Communicates Effectively
• Manages Complexity
• Ensures Accountability
• Builds NetworksInstils Trust
• Customer Focus