Permanent Short-term Insurance Adviser | Sanlam Vacancies
Job Description
Sanlam Vacancies – Short-term Insurance Adviser Knysna
Location: George, Western Cape
Company: Sanlam
Job Type: Permanent
Job Sector: Insurance
Short-term Insurance Adviser – Knysna (Sanlam)
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re committed to building strong, lasting relationships with our financial advisers, helping them realise their career aspirations and personal growth. At Sanlam, we believe in recognising and rewarding talent while fostering an environment where you can thrive.
What will you do?
As a Short-term Insurance Adviser, you will provide professional financial advice, planning, and tailored products to both new and existing clients. Your key responsibilities include:
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Growing the Sanlam Adviser Business
- Drive sales and business growth aligned with distribution strategies.
- Apply market segmentation insights to optimise client acquisition.
- Achieve revenue targets (single and recurring premiums) while promoting the Sanlam brand.
- Ensure all client engagements adhere to Treating Customers Fairly principles.
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Networking, Prospecting, and Lead Generation
- Engage in face-to-face interactions to create business opportunities.
- Leverage social media, referrals, and existing relationships to expand your client base.
- Identify sales opportunities through targeted client-focused campaigns.
- Monitor client activities to retain and grow business.
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Client Consultations and Sales
- Conduct compliant and thorough financial needs analysis.
- Present tailored financial solutions professionally.
- Maintain accurate client records and review portfolios annually.
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Client Service
- Deliver excellent, ethical, and professional service to build long-term client loyalty.
- Resolve client queries promptly and proactively.
- Stay updated on industry trends to provide informed advice.
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Reporting and Administration
- Track client interactions, issued business, and revenue against targets.
- Update client details and workflow systems regularly.
Qualification and Experience
- Grade 12 qualification.
- FAIS “Fit and Proper” requirements and Regulatory Examination completed if registered with the FSCA for over 24 months.
Knowledge and Skills
- Financial advisory and client relationship management.
- Sales target achievement and compliance adherence.
- Financial planning and risk management.
Personal Attributes
- Effective communication and interpersonal skills.
- Action-oriented with persuasive abilities.
- Tech-savvy and confident in financial systems.
Build a Successful Career with Us
Sanlam offers a supportive environment for growth across its diverse business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, and MiWay. We invest in your development and help you achieve your potential.
Our Commitment to Transformation
Sanlam is dedicated to fostering a diverse, inclusive, and equitable workplace, vital for sustainable business success in South Africa.
Apply Today!
Join Sanlam in Knysna and become part of a team that values your worth and rewards excellence.
APPLY NOW
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