three talented individuals to join their team as Brokers. This is an exciting opportunity to leverage your
Minimum Requirements
three talented individuals to join their team as Brokers. This is an exciting opportunity to leverage your
Planning Practice
Striving to assist your broker/s in achieving and exceeding sales targets
Contacting premiums / replacements / broker changes/ lapses / cancellations
Liaise with broker consultants and Insurance
requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry
requires end to end paraplanning and supporting their broker with preparation of quotes, applications, and compliance or non-compliance, for their allocated panel of brokers as well as filling in for the other QA when needed Requesting policy schedules where we are not the brokers on record. Fund Switches and paidup requests. Life Statement and tax certificate requests Gap cover claims Broker changes Preferred Qualification: NQF5> or industry
professional appointments with financial planners, Brokers, and Wealth managers.
planners, Brokers, and Wealth managers. Building and maintaining strong relationships with brokers, for the
business to corporate clients Broker Consultancy services to Sanlam Channel Brokers for sales / new business Sanlam corporate clients Broker Consultancy services to non-Sanlam Channel Brokers for sales / new business
underwriting advice and risk acceptance to internal brokers Maintain product and system knowledge Interpret