Overview
Short-term Insurance Adviser Jobs in Durban, South Africa at Sanlam
Position: Sanlam Short-term Insurance Adviser
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth.
Our company is built on a
respect
for what people are worth and an
appreciation
for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
The
purpose
of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake Relevant Behaviours To Attain Targets Relating To
Revenue generation (Single and recurring premiums)
Activity quotas
Promote the Sanlam brand
Treating customers fairly to be applied to all client engagements
Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
Face to face interactions, social or business, to create business opportunities.
Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
Turning trusted relationships into business relationships.
Strengthening existing relationships by increasing the current service.
Use existing sources to establish opportunities across Sanlam businesses.
Personalised client value propositions.
Marketing on social media.
Undertake selected client focused activities to generate leads and informal prospecting opportunities.
Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
Structuring and implementing focused campaigns with new or existing clients in the defined market.
Requesting active and ongoing leads and referrals from others.
Monitoring and respond to client activities such as maturities, cancellations or surrenders within the defined market.
Client consultations and sales
Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic information required for compliance).
Undertake comprehensive f…
Title: Short-term Insurance Adviser
Company: Sanlam
Location: Durban, South Africa
Category: Sales, Finance & Banking
