Assist: Corporate Brokerage Engagement: SLS SanlamConnect (Bellville) (PG 6/7) (Rerun)

Sanlam - Bellville, Western Cape

Job Details

Permanent

Full Job Description

Who are we?

Sanlam, is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied advisers and 2,000 supporting independent brokers, all dedicated to meet the financial needs of our clients. Our vision: We aspire to be the best at building enduring relationships by connecting clients with Sanlam. We create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life’s financial questions. ULTIMATELY, WE EMPOWER PEOPLE TO BE FINANCIALLY CONFIDENT, SECURE AND PROSPEROUS.

What will you do?

The incumbent will play a critical role in building relationships with the relevant Corporate Brokerages as well as the SanlamConnect Business Managers who are involved with Corporate Brokerages. The collation and the integration of data and the generation of relevant reports will be an important focus of the role.

1. Strategic positioning of the business area for the future:
2. Build Partnership and provide support:
 Engagement with corporate business partners executives and business leaders to collate and share relevant information.
 Ensure operational and contractual obligations with corporate entities are maintained, improved, and updated
 Schedule regular meetings with all Corporate Brokerages’ management to provide monthly reports to Corporate Management and SanlamConnect- and Glacier Exco to indicate production figures and progress on strategy implementation.
 To deliver client data to the respective Corporate Brokerages, with due consideration of legal implications.
3. Co-ordinate and implement marketing initiatives/campaigns as per strategy:
 Monitor and track the performance and progress of the campaigns.
 Undertake regular communications to stakeholders on activities.
4. Collaborate with various stakeholders:
 Be the link / coordinator and “go to person” for strategic engagement and relationship management.
 Ensure Sanlam as a group are relevant and well represented as a brand in the corporate brokerage market.
 Work across functions with peers to ensure collaboration for shared goals.
Manage the financial discipline of the division as it relates to budgets, business targets, performance, and financial reporting:
 Ensure all payments/authorisations are in adherence to the approval framework.
5. Secretarial support
 Travel arrangements
 Diary management
 Mail management

What will make you successful in this role?

Qualification & experience
 Matric
 Relevant Degree with quantitative components
 Relevant Diploma with quants components
 Business, or Commercial Degree,
 Sound Financial Services experience within the corporate environment.
 Worked within a Sales & Distribution environment and/or the Financial advice industry

Knowledge
IT

MS: Office (Excel, Word, Power Point)
Outlook
Various sales and MIS tools (basic)
myWorkSpace
Sap4Hannah

Business

 Broad and significant Financial Services Industry knowledge/understanding (including Banks)
 Financial Services Product Knowledge (Sanlam and competitors)
 Sound understanding of the SRA, SanlamConnect and Glacier Strategy
 Sound experience in the drivers of solutions
 Proven ability to work cross-functionally and/or in partnership models
 Financial and budget management
 Strategy Planning and implementation
 From a regulatory perspective comprehensive understanding of the following are important (POPIA / FAIS and RDR)
 Understanding the processes within Sanlam, the Brokerage and Brokers
 People management experience with a solid understanding of leadership and culture

Personal Qualities

Cultivates innovation
Client centricity
Results driven
Collaboration
Flexibility and adaptability
Decision quality
Action oriented
Plans and aligns
Business insights
Treating customers fairly

Personal Attributes

Plans and aligns - Contributing independently

Interpersonal savvy - Contributing independently

Communicates effectively - Contributing independently

Optimises work processes - Contributing independently

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Being resilient - Contributing independently

Collaborates - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

Turnaround time

The closing date for applications is 21 October 2024

The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.

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 aim is to help you 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 – Life and Savings, Sanlam Emerging Markets, Sanlam Corporate, Sanlam Investment, Santam, as well as the Group Office – the group provides many opportunities for growth and development.

Our commitment to transformation

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.

Apply Now

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