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About the Company

Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

What will you do?

The successful candidate will be required to efficiently and effectively analyse, strategize and compare client portfolios to identify clients' needs

What will make you successful in this role?

• Prepare financial plan for intermediaries.
• Apply Risk and Investment products knowledge to deliver analyses quickly and accurately.
• Manage and prepare client meeting support.
• Administer all regulation and tax implications accordingly.
• Provide timely and professional feedback to intermediaries, clients, or within the department.
• Prepare record of advice and financial plan for advisors to present to clients.
• Identify investment and risk business opportunities.
• Draw quotations as specified.
• Deliver analyses of clients and company comparisons.
• Understand and apply accurate regulation and tax implications.
• Provide effective client service to stakeholders.
• Conduct portfolio reviews.
• Source policy and benefit information and handle replacements.
• Effectively administer all incoming and ongoing analysis requests.
• Maintain thorough knowledge of product features, performance, rates, and benefits for comparative purposes.
• Identify risk and regulatory issues in all processes.
• Coordinate leads and campaigns.
• Identify and resolve problems.
• Verify data captured against documentation submitted.
• Identify and request any outstanding FIA source documentation for entities.
• Report any discrepancies to management and the compliance department.
• Maintain thorough knowledge of tax regulations and laws.
• Ensure legislative compliance in a financial services/sales environment (FICA/FAIS/PPI, etc.).

Qualification and Experience

• Grade 12
• Degree in Commerce field will be an added advantage
• Minimum of 5 years experience in the Insurance industry, New Business and Administration environment

Knowledge and Skills

• Excellent product and system knowledge will be an advantage
• Knowledge of Sanlam's support services and administration processes
• Excellent English (verbal & written) language skills
• One Local Namibian language- will be a competitive advantage
• Intermediate administration, record keeping, data management and analyses
• Intermediate Maths calculations will be required
• Knowledge on tax regulation implications
• Proficient in Microsoft Office, Company's software, TE, Sanport and Sanfin

Personal Attributes

• Plans and aligns - Contributing independently
• Communicates effectively - Contributing independently
• Decision quality - Contributing independently
• Interpersonal savvy - Contributing independently

Build a successful career with us

We’re 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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently
• Drives results - Contributing independently
• Collaborates - Contributing independently
• Being resilient - Contributing independently

Our commitment to transformation

The Sanlam Group is commited 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 the key components to ensure a thriving and sustainable business in Namibia, The Group's Employment Equity plan and targets will be considered as part of the selection process.

The company ONLY accept applications vis their career portal. Interested candidates can apply via the link below:

Apply online via: Sanlam Career Portal

Closing Date: 06 November 2024