Client Retention Consultant

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Savings
The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Our products are designed to facilitate long-term wealth creation, protection and niche financing and therefore these solutions are engineered around client needs.

Sanlam Savings, which is one of the businesses within SPF, offers recurring saving solutions to various segments within the market.
As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation. Appointments will be made in line with the company’s transformation plan. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

What will you do?

Job Purpose:

To retain business for the Sanlam Savings business (Section 14 transfers out)
The role will, telephonically and through other communication media, liaise with Clients, Brokers, Broker Consultants and Advisors to prevent the outflow of funds.
To re-build trusting and partnering relationships with contracted brokers
To create additional business for Sanlam by forming relationships with un-contracted brokers who are targeting Sanlam clients to transfer them to our competitors.
This role is a relationship building role serving to protect the Sanlam clients from transferring their policies to competitors, whilst at the same time marketing Sanlam’s flagship products to intermediaries and existing clients
Output/Core Tasks:

Retain Sanlam policies
Convince intermediaries and/or clients to remain with Sanlam
Able to upsell or cross-sell existing Sanlam products
Compare Sanlam’s products (predominantly RA’s) to competitors’ products
Formulate compelling counter offers to competitor products
Present and pass on relevant leads to selected intermediaries
Build relationship with existing and new brokers
Able to convince brokers not to transfer policies or clients away from Sanlam
Strong negotiation skills
Sales skills
Relationship building capabilities
Ensure ease of processing and administration of business for brokers and clients
Process new applications or conversions as hassle-free as possible
Extract new business quotes and other client information
Build partnering relationships
Build partnerships with Advisors, Brokers and Brokers Consultants
Take action where good service have been compromised
What will make you successful in this role?

Role Requirements:

Qualifications:

Matric
Qualified and accredited financial planner
Knowledge & Skills:

Knowledge /experience within the Life Assurance industry (or in broader Financial Services industry)
Individual life products (specifically RA’s; Savings Products)
Knowledge / experience of Section 14’s would be preferential
A working knowledge of Sanquote and other Sanlam financial advisor applications
Investment expertise, specifically RA
Sales
Knowledge of Sentrix system would be beneficial.
Experience:

Financial Advisor with minimum 2 years’ experience preferred
Competencies:

Strong Relationship building
Influencing/Negotiation skills
Resilient / persistent
Results/Target driven
Excellent communication skills
Concern for accuracy
Work Independently
Good administrative capabilities
Can handle pressure/complaints
Strong Telephony Skills
Integrity and accountability
Serve with respect
Innovative
Qualification and Experience

Grade 12 with 3 to 4 years related experience.

Knowledge and Skills

Processing transactions and conduct simple calculations

Record keeping; filing and maintenance of databases

Maintain work standards and quality verification

Data Collection and processing of transactions

Procedures Knowledge

Personal Attributes

Plans and aligns - Stage 2

Interpersonal savvy - Stage 2

Communicates effectively - Stage 2

Optimises work processes - Stage 2

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. 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 employees to realise their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Stage 2

Collaborates - Stage 2

Cultivates innovation - Stage 2

Customer focus - Stage 2

Drives results - Stage 2

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Closing date: 28 February 2019
Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

12 hours ago

Job ID : , #483, 8 views,

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