Sales Consultant
Sanlam
full-time
Posted on:
Location Type: Office
Location: Umhlanga • South Africa
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About the role
- Responsible for marketing Sanlam’s solutions to advisors
- Devising strategies and campaigns to grow advisor's business
- Ensuring compliance and understanding of tools by Financial Advisors
- Monitor and flag any suspect or risky business with Business Manager
- Support projects of the Business Manager to drive production
Requirements
- RFP 1, 2 or 3 or alternatively Wealth Management 1, 2 or 3
- An industry related qualification would be advantageous
- Regulatory Exam would be advantageous
- Minimum 2 years’ experience in Marketing and Financial Services sales environment
- Thorough understanding of agency distribution model and supporting processing requirements would be advantageous
- MS: Office (Excel, Word, PP); Outlook; SanFin; AUTONUB
- Valid driver’s licence
- Business Management
- Financial Services Industry Knowledge
- Financial Services Product Knowledge (Sanlam and competitors)
- Relevant regulatory legislation and compliance knowledge
- Basic legal technical knowledge
- Marketing principles
- Solid administration skills
Benefits
- Ongoing technical advice and support
- Partnering with Financial Advisors to reach production targets
- Assistance with processing claims, replacements and quotations
- Support projects and focus activities that drive production
- Networking with other stakeholders in the sales/support process
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
MarketingFinancial Services salesAgency distribution modelRegulatory ExamAdministration skillsFinancial Services Product KnowledgeBasic legal technical knowledgeMarketing principles
Soft Skills
Strategic thinkingCommunicationCompliance understandingProject support
Certifications
RFP 1RFP 2RFP 3Wealth Management 1Wealth Management 2Wealth Management 3