Who are we?
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 successful candidate will be required to efficiently and effectively analyse, strategize and compare client portfolios to identify clients' needs. Prepare financial plan for intermediaries. Apply Risk and Investment products knowledge to deliver analyses quick and accurate. Manage and prepare client meeting support. Administer all regulation and tax implications accordingly. Providing timely and professional feedback to intermediaries, clients or within the department.

What will make you successful in this role?
Preparation for New Business and Alterations

• Prepare record of advice and financial plan for advisors to present to clients
• Identify investment and risk business opportunities
• Client meeting support
• Draw quotations as specified
• Deliver analyses of clients, company comparisons
• Understand and apply accurate regulation and tax implications
• Prepare Financial analyses and Record of advice

Client Service (internal & external)

• Effective client service to stakeholders
• Portfolio reviews
• Capture and update client data in SanFin
• Accurate and timely analyses and feedback to intermediary and client
• Professional and well-structured communication of requirements and follow ups
• Source policy and benefit information, handle replacements

Administration

• Excellent administrative skills.
• Effective administration of all incoming and ongoing analyses requests.
• Thorough knowledge of products features, performance, rates and benefits for comparative purposes
• Risk and regulation identification in all processes
• Co-ordinate leads and campaigns

Systems (SANPORT and SANFIN)

• Proper record keeping
• Identification of problems
• Identify any process gaps or where it can be improved
• Quote packages

Compliance

• Verification of data captured versus documentation submitted
• Identify and request any outstanding FIA source documentation for entities
• Report any discrepancies picked up to management and the compliance department
• Thorough knowledge and tax and regulation laws
• Legislative compliance of a financial services/sales environment (FICA/FAIS/ PPI etc)

Qualification and Experience

Grade 12

Degree in commerce field will be an advantage

Minimum of 5 years working experience in insurance industry, New Business and admin environment

Excellent product and system knowledge will be an advantage. Knowledge of Sanlam's support services and administration processes

Knowledge and Skills

Microsoft Office; Company's software, TE, Sanport, Sanfin

Excellent English (verbal & written) language skills One Local Namibian language – will be a competitive advantage

Attention to detail, accurate and organised

Work under pressure and with a sense of urgency

Strong and very articulated communication skills

Administrative and routine oriented

Client Service focused

Confidentiality; work ethics and professionalism are essential

Ability to work under pressure

Personal Attributes
Plans and aligns - Contributing independently

Interpersonal savvy - Contributing independently

Communicates effectively - Contributing independently

Optimises work processes - 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
Being resilient - Contributing independently

Collaborates - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Drives results - Contributing independently

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.