Sanlam Short-term Insurance Adviser: Opshield MOB

Sanlam Limited; Cape Town; Sur place; ZAR 180 000 - 340 000; Plein temps

Avantages offerts par ce poste

Competitive remuneration package

Medical aid

Group life & pension fund

Access to leads

Résumé du poste

Sanlam Limited is seeking a results-driven Short-term Insurance Adviser for the Opshield MOB division in South Africa. You will manage complex intermediary and client portfolios, provide expert insurance guidance, and contribute to distribution strategy within a segment.

You will lead relationship management, offer tailored financial solutions, and negotiate terms with clients and product providers, driving sales growth while ensuring compliance and client satisfaction.

Qualifications

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

Responsabilités

• Customer Relationship Management / Account Management: develop and implement plans for existing accounts and identify decision-makers.
• Information and Business Advice: provide specialist interpretation of policies and resolve queries.
• Financial Advice: implement advisory strategy within area of limited complexity.
• Pricing and Terms Negotiation: lead pricing projects and negotiate within approved boundaries.
• Customer Needs Clarification: tailor materials and questions to assess interest and requirements.

Connaissances

Verbal communication

Builds rapport

Closes effectively

Initiates sales conversations

Intermediaries process

Maintains relationship

Formation

Undergraduate Degree / Honours

Description du poste

Sanlam Short-term Insurance Adviser: Opshield MOB

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Log-In Job Description Sanlam Short-term Insurance Adviser: Opshield MOB Posting Start Date: 22/10/2026 Job Location: South Africa

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 Networks Instils Trust Customer Focus

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

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