Posted on :
27 Jul, 2010
Sanlam is a leading financial services group in South Africa. We celebrated our 90th birthday in 2008. In nine decades Sanlam has set benchmarks for wealth creation, innovation and empowerment in South Africa. We have offices throughout South Africa and also have business interests elsewhere in Africa, Europe, India, Australia and the USA.
The Group demutualised in 1998 and Sanlam Limited then listed on the JSE Limited in Johannesburg and the Namibian Stock Exchange.
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’s centralised functions such as strategic direction, financial and risk management, marketing and communications, Group human resources and corporate social investment (CSI).
We provide financial solutions to individual and institutional clients. These solutions include individual, group and short-term insurance, personal financial services such as estate planning, trusts, home and personal loans, savings and linked products, investment, asset management, property asset management, stock broking, risk management and capital market activities.
DEPARTMENT: Advisor Channel : Gauteng South : Vereeniging
CLOSING DATE: 30 July 2010 before 12:00 (No late applications will be accepted)
VACANCY NUMBER: 50660799
1.Render ongoing technical advice and support to FA’s.
2.Ensure that the different compliance looks are understood and utilised
by the Financial
Advisers as well as the importance and implications for the practices.
3.Monitor and flag any suspect or risky business with the Business
4.Enable FA’s to reach production targets by being a business partner.
5.Networking with other stakeholders in the sales/support process.
Administration (back-office) background.
Valid driver’s license with own reliable motor vehicle.
Travelling is a prerequisite.
1.Matric or equivalent qualification.
1.Financial Services experience. Thorough understanding of agency
distribution model and supporting processing requirements.
1.MS-Office (Excel Word Powerpoint); Outlook; Spotlight-s.NET; AUTONUB.
-Financial Services Industry Knowledge.
-Financial Services Product Knowledge (Sanlam and competitors).
-Relevant regulatory legislation and compliance knowledge.
-Basic legal technical knowledge.
-Sales process and steps.
-Solid administration skills.
4.Building and Maintaining Relationships.
Please apply online by clicking on the “Apply for this position” link.
Should you not hear from us within three weeks after the closing date, please assume that your application has been unsuccessful.
For Employment Equity purposes, we require that race, gender and disability status be specified.
Promoting excellence and commitment towards Employment Equity.