Job Description

Who are we?
Sanlam is a leading financial services group, originally established as a life insurance company in 1918. The Sanlam Group conducts its business through Sanlam Limited, the corporate head office and four business clusters. The corporate head office is responsible for the Groups’ centralised functions such as strategic direction, financial and risk management, marketing and communications, Group human resources and corporate social investment (CSI). The four business cluster include; Sanlam Personal Finance, Sanlam Investments, Sanlam Emerging Markets and Santam.
One of the largest businesses within the Sanlam Group, Sanlam Employee Benefits (SEB) specialises in the provision of risk, investment and administration services to institutions and retirement funds. Focused on meeting the unique needs of its diverse clients, SEB assists companies in creating and delivering customised employee benefits solutions, including the collection of premiums and communication to fund members. What will you do?
Manage and present Sanlam Health Retail Distribution strategy to various Sanlam channels and advisers.
Overseeing compliance requirements, manage training, knowledge and skill of the Sanlam Connect Advisers.
Monitoring activities of supervisors who are responsible for representatives appointed under supervision.
Oversight of advice given, intermediary services rendered and on-going fair treatment of customers.
Responsible for health and gap cover presentations to employer groups with new group business targets.
Provide quotations and recommend suitable healthcare offerings to employer groups and their employees. What will you do (continues)
Liaise with medical schemes to assist in driving uptake in retail referral and accreditation as well as securing group business.
Provide professional client interaction throughout all sales processes.
Act with due care, skill and diligence in the execution of all duties.
Fulfil contractual obligations as agreed to.

Management and oversight of the following:
Statutory obligations of the FSP.
Rendering of financial services of the FSP and individuals authorised to act on its behalf.
Business processes and operational ability.
Instil a culture of treating customers fairly in all aspects of the business. Qualifications and Requirements
Financial Services Industry related qualification ( 120 credits at a NQF 5 level).
Passed Regulatory Examinations RE5 & RE1.

Own transport and a valid driver's licence. Experience:
Accreditation with the Council for Medical Schemes.
5 years’ experience within the healthcare industry.

1 year experience in advice management processes Knowledge:
Knowledge of selling methodologies
Knowledge of marketing campaign management
Knowledge in managing and co-ordinating of sales initiatives Competencies:
Excellent communication and presentation skills
Entrepreneurial/business orientation
Decision making
Analytical thinking
Work standards
Planning and organising
Innovative thinking
Results and success driven
Treating customers fairly
Building and maintaining relationships
Team building skills
Adaptability
Self-confidence and energy
Computer skills (MS Word , MS PowerPoint & MS Excel)

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. Our commitment to transformation

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