Sanlam Short-Term Insurance Adviser: OpShield Sti Bluestar

In brief

**Overview** The Sanlam Group, established in 1918, has been a prominent part of the South African business landscape since its inception, holding a long-term view of adapting business to environmental demands. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu... This full-time role is for a Sanlam Short-Term Insurance Adviser within the OpShield Sti Bluestar division, based in Cape Town, Western Cape. The primary purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs. The adviser will also procure sustainable, high-quality business in line with targets, maintaining and servicing clients to build long-term relationships, loyalty, and ongoing sales, all while operating in a compliant and ethical manner to sustain the Sanlam Group business and brand. **What you will do** * Provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs and requirements. * Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. * Maintain and service clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales. * Undertake activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand. * Engage in networking, prospecting, and lead generation. * Conduct face-to-face interactions, social or business, to create business opportunities. * Prospect new clients through creative opportunities such as business/social networks, associations, or ad hoc presentations. * Turn trusted relationships into business relationships. * Strengthen existing relationships by increasing the current service. * Use existing sources to establish opportunities across Sanlam businesses. * Develop personalized client value propositions. * Market on social media. * Mine existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. * Structure and implement focused campaigns with new or existing clients in the defined market. * Request active and ongoing leads and referrals from others. * Monitor and respond to client needs, discussions at renewal, managing unpaid premiums of clients, and cancellations. * Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic information required for compliance). * Undertake comprehensive fact-finding with each client to lift needs and priorities, and document these findings. * Conduct a financial needs analysis, using the relevant e-tools/instruments or systems, to ascertain the client’s short-term insurance needs. * Present short-term insurance solutions to the client professionally and competently aligned to Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records accordingly. * Review client’s portfolio annually with a full Record of Advice. * Ensure all client interactions are ethical, courteous, and professional. * Manage client’s claims needs from registration to settlement. * Strive for excellent, value-added service to clients so that they do not seek competitor products or services. * Undertake continuous learning in terms of knowledge, skills, and market/industry issues to service clients within the defined market. * Initiate long-term client relationships and maintain a relational focus. * Document and present weekly/monthly activities including: number and profile of contacts, appointments, consultations; issued business and revenue against targets. * Update client details on records. **Requirements (from the original advert)** * **Qualification and Experience:** * Grade 12 (Matric) * Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months. * **Knowledge and Skills:** * Financial advice and support * Production target achievement and budgeting * Compliance and risk management * Client relationship management * Financial planning and recommendations **Who should apply** The ideal candidate is someone who can demonstrate consistent performance in meeting minimum production requirements and is adept at building a strong pipeline through effective prospecting. Applicants should be capable of applying technical insurance knowledge and principles of risk management to maintain a profitable portfolio. The role requires adherence to compliance and ensuring comprehensive Record of Advice completion, as well as actively promoting the Sanlam and Santam brand. Candidates must commit to treating customers fairly in all client engagements and should be individuals who align this role to their personal career aspirations. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sanlam-short-term-insurance-adviser-opshield-sti-bluestar-sanlam-3 Source: myjobmag

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