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Sanlam - Bellville, TX

posted 29 days ago

- Mid Level
Bellville, TX
Insurance Carriers and Related Activities

About the position

This specialist role reports directly through to the RMM within the SPF Distribution Cape Region. The position is focused on supporting, growing, and empowering clients with affordable, easy, and suitable financial solutions. The role involves managing and growing a focused portfolio of key accounts, undertaking ongoing research and prospecting on key account opportunities, and coordinating the activation of new key accounts. Additionally, the role includes managing the Key Account SLA, building effective relationships, and reporting on the performance of the key accounts.

Responsibilities

  • Undertaking ongoing research and prospecting on key account opportunities
  • Co-ordinate the contact and contracting for the activation of new key accounts
  • Manage and grow a focused portfolio of key accounts
  • Undertake financial education sessions at the key accounts (self and through the team of Financial Advisors)
  • Manage the Key Account SLA including building effective relationships
  • Manage and report on the performance of the key accounts
  • Co-ordinate, manage and vest financial advisors working at these key accounts together with Sanlam Connect management team.

Requirements

  • Grade 12, Financial/Business Degree (B.com, Bus. Science, Legal Degree)
  • CFP designation or Post Graduate Diploma in Financial Planning would be advantageous
  • Extensive experience within a financial distribution business in a sales/marketing role
  • Management (sales team) experience
  • 5 years relevant industry experience
  • Previous industry management experience will be a strong recommendation
  • The successful candidate must meet the necessary FAIS requirements (120 credits included)

Benefits

  • Opportunities for growth and development within the company
  • Strong, lasting relationships with employees
  • Support for personal development and achieving career goals
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