Key Account Specialist | Sanlam

As a Key Account Specialist, you will play a pivotal role reporting directly to the RMM within the SPF Distribution East Coast Region, focusing on nurturing and expanding key account relationships.

Core Responsibilities:

• Conduct ongoing research and prospecting to identify key account opportunities.
• Coordinate the contact and contracting process for the activation of new key accounts.
• Manage and cultivate a targeted portfolio of key accounts.
• Conduct financial education sessions at key accounts, both independently and through the team of Financial Advisors.
• Oversee the Key Account SLA, fostering effective relationships.
• Monitor and report on the performance of key accounts.
• Coordinate, manage, and support financial advisors operating within these key accounts.

Qualifications and Experience:

• Matric qualification.
• Degree in Financial/Business studies (e.g., B.Com, Bus. Science) or Legal Degree.
• CFP® designation or Post Graduate Diploma in Financial Planning preferred.
• Extensive experience in a sales/marketing role within the financial distribution sector.
• Previous management experience, particularly in leading sales teams.
• Minimum of 5 years of relevant industry experience.
• Compliance with necessary FAIS requirements (120 credits included).

Knowledge and Skills:

• In-depth understanding of the Financial Services Industry.
• Proficiency in Financial Services Product Knowledge (including Sanlam and competitors).
• Knowledge of legislative compliance processes and practices.
• Familiarity with Service Level Agreements (SLA’s) and their management.
• Understanding of sales, advice processes, and financial planning principles.
• Expertise in prospecting and leads management processes.
• Budgeting and expense management skills.
• Familiarity with sales tools and aids, particularly their value with SFA.
• Comprehensive knowledge of Key Accounts and other markets, including their functioning and segmentation.
• Proficiency in marketing and sales principles.
• Understanding of specific value propositions for different markets.

Personal Attributes:

• Cultivates Innovation.
• Client-centric approach.
• Results-oriented mindset.
• Collaborative spirit.
• Flexible and adaptable to changing circumstances.
• Persuasive communicator.
• Strong financial acumen.
• Effective decision-making skills.
• Commitment to Treating Customers Fairly.

Join our team and contribute to the growth and success of our key account relationships, driving innovation and delivering exceptional client-centric solutions.