SanlamAllianz Namibia 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, SanlamAllianz Namibia is increasingly introducing greater financial and technical expertise.
What will you do
The main focus of the position is to manage and support Financial Advisers (agents) after they have graduated from the Academy business or experienced advisers appointed from other insurers or established brokers appointed as agents (Financial Adviser).
What will make you successful in this role
Operational Functions
Increase number of activities, case sizes, quality and needs written by agents (financial advisers)
Ensure agents recruited are trained in products, advice best practice and appropriate legal technical knowledge to function effectively as financial advisers
Enhance and run the adviser value proposition
Ensure commissions and bonuses are paid correctly and on-time to agents
Create and foster succession within the Established business
Ensure and manage good client and stakeholder relationships
Manage the implementation of relevant sales strategies coupled with business objectives within the Established business, to increase the volume of profitable sales
Manage and provide new business, existing business and claims functions within the Established business
Ensure the Established business complies with all relevant laws, regulations and company directives/rules
Ensure suitable incentives are implemented to reward performance
Qualification and Experience
Tertiary Qualification (Preferably a degree in Business/ Sales Management or equivalent) and CFP (Certificate in Financial Planning)
3+ years in management and budgeting experience in the financial services sector, preferably as a financial adviser and/or sales management role
Knowledge and Skills
Extensive knowledge and experience of the Life insurance industry and excellent marketing, sales and/or financial management skills, preferably in Agency Distribution
Excellent verbal and written communication skills
Proficiency in English and/or additional local Namibian language will be a competitive advantage
Physical demands: Office Position / Field
Computer Literacy in MS Office (Word, Outlook, Excel & PowerPoint) and Companys software
Personal Attributes
Interpersonal savvy - Contributing through others
Plans and aligns - Contributing through others
Decision quality - Contributing through others
Business insight - Contributing through others
Build a successful career with us
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 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 through others
Customer focus - Contributing through others
Drives results - Contributing through others
Collaborates - Contributing through others
Being resilient - Contributing through others
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
Our commitment to transformation
SanlamAllianz Namibia 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 the key components to ensure a thriving and sustainable business in Namibia. SanlamAllianz Namibia Employment Equity plan and targets will be considered as part of the selection process.
