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?1. Administration and Support of recruiting and contracting of new STi agents
o Liaise between SFA Recruitment Officers and Uyanda Development Managers to assist co-ordinating Sangro activities and processes
o Support the Development Managers with setting up, co-ordinating and scheduling recruitment activities and appointments with prospective STi Advisors
o Liaise and communicate between SFA Recruitment Officers and Incubator Development Managers to ensure that the requisite pre-screening of all
o Check / follow-up on the completeness and correctness of the different contracts for newly appointed STi Advisors
o Co-ordinate and facilitate with DRPA and Santam for the timeous capturing and issuing of the various codes for new Advisors
o Liaise and co-ordinate with the placement area (i.e.: BlueStar) to facilitate the smooth transfer of the new Advisor to the area
2. Administration and support of Vesting, training and development of new STi agents
o Understand and be able to answer administrative/support queries for the STi Advisors on the vesting plan and supervision contract that will need to be
o Co-ordinate arrangements and appointments for Development Managers to do field visits to the advisors within the field for vesting and supervision
o Update Advisor files and keep record of all Development Managers findings and feedback after field visit
o Using the Incubator development plan and supervisory contracts assist the Development Managers with the process of checking that detailed records and
o Liaise and work closely with the different training providers (Santam and Sanlam Academy) to co-ordinate the different training workshops as well as
o Ensure a detailed record is kept per advisor for all training attended, assessment results
3. Monthly payroll processing
o At month end, work with Finance, Capital Software and DRPA to ensure that the correct remuneration is paid to STi Advisors
4. Sales support
o Dealing with escalated client queries (e.g. claims and reimbursements)
o Assist with arranging training interventions on business unit level
o Assist with arranging unit (Uyanda) meetings
o Weekly communication on production dashboards
o Escalate and support policy queries on behalf of the advisers and the Development Managers
o Manager and service Orphan clients when an advisor exits the programmeWhat will make you successful in this role?Qualification & experience

• Grade 12 or equivalent
• Relevant STI qualifications (Fit and proper requirements)
• Minimum of 3 years in a broker servicing environment
• Knowledge and understanding of the Santam Tied Agency (STA) role in Sanlam advantageous

Knowledge and skills
IT:

• MS: Office (Excel, Word, PowerPoint, Outlook)
• STi related MIS programs/systems
• Qlickview (Santam)
• Capital Software program/system
• SANFIN (CRM)
• Maestro (activity management)

Business/Management:

• Basic Financial Services Industry Knowledge
• Basic Financial Services Product Knowledge (Short Term) (Personal and commercial lines)
• Relevant Short Term Insurance qualifications: RE; Accreditation Category 1.2 and 1.6
• STi administration and processes knowledge
• Relevant regulatory legislation and compliance knowledge (short term insurance specific)
• Payroll / Recruitment / Commission payment processes and procedures
• Basic recruitment, contracting, on-boarding, training and vesting process knowledge
• Basic contracts knowledge

Personal qualities
Attributes / Skills:

• Attention to detail, accuracy
• Good planning and organising skills
• Problem solver
• Able to work independently and plan/schedule work effectively
• Good team player
• Good communicator and relationship builder
• Service and client centric
• Ability to multi task

Personal qualities

• Cultivates innovation
• Client centricity
• Results driven
• Collaboration
• Flexibility and adaptability
• Builds networks
• Business Insight
• Communication
• Decision Quality
• Treating customers fairly

Build a successful career with usWe'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 CompetenciesCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyDrives results - Contributing independentlyCollaborates - Contributing independentlyBeing resilient - Contributing independentlyTurnaround timeThe closing date for applications is 12 November 2024The 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 usWe'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 transformationThe 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.

Sanlam