Graduate Intern: Electronic Consultant: SanlamConnect: Constantiakloof (12 Month Contract)
Date: 18 Jul 2024
Location: Roodepoort, Gauteng, ZA
Company: Sanlam Group
Who are we?
SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly.
This role is within the financial planning business of Sanlam, which comprises a large force of both tied and independent intermediaries as well as the staff who support them.
We are dedicated to meeting 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?
This is a 12-month contract position allowing the incumbent to gain relevant work experience in the financial services industry.
The individual will be exposed to training, and work with brokers being the interface between them and Sanlam, in the E-Hub, to reach business objectives in a dynamic, innovative and high performance business.
The team of E-Hub Consultants only service brokers via non face-to-face mediums using phone, email and a web-based applications.
Thus an electronic based servicing model is utilised. In addition to driving sales, they also undertake all the sales support functions relating quotes, issuing of the new business and existing business queries.
Output/Core Tasks:
Your success will come from:
- Driving sales and business building activities with brokers
- Providing brokers with support to grow their practice
- Preparation and planning for broker engagements
- Building sound partnering relationships
- Administration and processing of new and existing business
- Meeting and exceeding your sales targets
What will make you successful in this role?
Qualification and Experience
- Matric
- Relevant Qualification in Financial Services, e.g. Wealth Management/ BComm Degree/ Marketing Diploma
- Successful candidate should be unemployed
- Preferably no or very limited previous working experience
- Goal and target-motivated
- Sales and marketing orientation
- Natural relationship-builder
Knowledge and Skills
To be successful you will need to demonstrate good experience in:
- Successful candidate should be unemployed
- Knowledge of and experience in MS Office
- Personal Qualities
- Cultivates innovation
- Client centricity
- Results driven
- Collaboration
- Flexibility and adaptability
- Communicates effectively
- Plans and aligns
- Action oriented
- Treating customers fairly