Sanlam Short-term Insurance Adviser: Opshield MOB

Who are we? The Sanlam Retail Affluent business (SRA) is dedicated to empower South Africans in the middle- and upper-income segments to be financially confident, secure and prosperous. With deep client understanding and a focuson excellence in technology, client and intermediary experiences, SRA delivers financial solutions includingcomprehensive financial planning, life- and disability insurance, credit solutions, savings and investments,retirement and fiduciary services that can be accessed through various platforms. The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is whatdrives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components toensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targetswill be considered as part of the selection process. Sanlam Connect offers an opportunity for experienced and skilled Short TermInsurance Advisors with great benefits: Opportunity to market multiple products within the Santam Group product range Competitive remuneration packages, including lucrative fixed startup component Excellent support structure Access to leads Access to extended and additional support in underwriting Membership to funds and schemes, including medical aid, group life & pension fund Ideal candidates will be responsible for: New Business sales: Personal Lines and Commercial Lines Client services, renewals and amendments Building own portfolio Prospecting of new opportunities Addressing client needs by offering the relevant solutions and products available Minimum Requirements Matric / Grade 12 Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits At least 2 years sales experience in short term insurance (Personal lines and Commercial lines) RE5 required Good written and verbal communication skills Clear credit & criminal record Own transport and drivers’ license Purpose of the Role To serve as a senior advisory authority by managing complex intermediary and/or client portfolios, providing thought leadership on advice solutions, influencing distribution strategy at a segment level, and safeguarding long-term client and business outcomes. Overview of Role Responsibilities (Level 1-13) Customer Relationship Management / Account Management - Level 6 - Adaptation Develop and implement a relationship management plan for existing customer accounts to identify and build relationships with relevant decision-makers and influencers within the customer organization and to enable effective two-way flow of information and resolution of issues. Collect feedback from identified customers or customer segments to ensure their needs are met, providing themes, summary analyses, and recommendations for changes based on customer input. Information and Business Advice - Level 6 - Adaptation Provide specialist advice on the interpretation and application of policies and procedures, resolving queries and issues and referring very complex or contentious issues to others. Financial Advice - Level 6 - Adaptation Implement the strategy for providing financial advice within an area of limited complexity, taking its distinctive client demographics and needs into account. Pricing and Terms Negotiation - Level 6 - Adaptation Lead and deliver structured pricing and terms projects and procedures. Negotiate within approved boundaries. Customer Needs Clarification - Level 6 - Adaptation Set clear objectives for each sales call or meeting; tailor standard materials to make presentations to decision-makers and influencers within the customer organization; and ask relevant questions to gather information, to evaluate the customer's level of interest, and to identify and respond to areas requiring further information or explanation. Required Skills Verbal Communication - Advanced Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance. Builds Rapport - Advanced Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance. Closes Effectively - Fully Competent Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance. Initiates Compelling Sales Conversations - Fully Competent Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance. Intermediaries Process - Fully Competent Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance. Maintains the Relationship - Advanced Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance. General Experience Experience enables job holder to deal with the majority of situations and to advise others (Minimum 5 years) Managerial Experience Very limited (0 to 3 months) Education Undergraduate Degree / Honours Tertiary Degree Required Behavioural Competencies Communicates Effectively Manages Complexity Ensures Accountability Builds Networks Instils Trust Customer Focus 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.