Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
What will you do?
- Contact Clients that have recently cancelled policies and offer reinstatement according to the reinstatement rules for SRM
- Gather information on reason for cancellation
- Build positive working relationships with customers for repeat businesses
- Review product changes, investment results, policy values ect of orphaned clients and provide information on any features, benefits or conversion privileges of which clients are not aware of
- Be able to positively engage an orphaned that maybe disgruntled and retain relationship
Qualification & Experience
- Matric (Grade 12)
- At least 6 months relevant experience in a financial environment
- Experience in the Financial Sector
- Computer skills
- Advanced MS Office (Excel, Access, PowerPoint)
- Well-developed communication (written & verbal) skills
- Numeracy Skills
- Relating and networking
- Adapting and responding to change
- Confidence and decisiveness
- Planning and organising
- Attention to detail
- Team player
- Pro-activity
- Deadline driven
Were all about building strong, lasting relationships with our employees. We know that you have hopes for your future your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office the group provides many opportunities for growth and development.
Core Competencies
Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently
Turnaround time
The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
