Intermediary Support Specialist

What will you do?

You will ensure that all the intermediaries giving advice to our retirement fund client members are fully equipped to use our products to improve the retirement outcomes of the retirement fund members. The role will deliver value to Sanlam Corporate Investments (SC Invest) by ensuring all independent financial advisors are serviced and supported at all times. This role is based in Sandton in Johannesburg.

Key Responsibilities

• Engage and support independent financial advisors (IFAs), tied agents, and employee benefit consultants to ensure they understand and can effectively position Sanlam Corporate Investment’s product offerings
• Collaborate with intermediary firms, consulting houses, and other key stakeholders to drive product adoption and strategic alignment
• Deliver training, insights, and tools to empower intermediaries to provide high-quality advice tailored to retirement fund members’ needs
• Act as a strategic partner to internal teams (e.g. Distribution, Marketing & Product Development) and external stakeholders to ensure seamless service delivery and value creation
• Monitor market trends and feedback from consultants and advisors to inform product enhancements and business development strategies
• Represent SC Invest at industry events, forums, and client engagements to build brand visibility and strengthen relationships
• Building, servicing, and maintaining relationships with financial advisors and brokers
• Act as a relationship manager for all products offered by Sanlam Corporate Investments to financial advisors and brokers
• Onboarding of intermediaries for quoting tool, product training and registration
• Handle queries related to all Sanlam Corporate Investment products, quotes and implementation processes
• Supporting Sanlam Corporate with the development and implementation of our pre- and post-retirement member strategy
• Regular engagements with stakeholders about Sanlam Corporate’s value proposition and product offering in the evolving savings and retirement landscape
• Contributing to an excellent client experience that is synonymous with Sanlam client philosophy and company values
• Keep abreast with trends and developments in the investment, umbrella fund and wider employee benefits industry 
• Grow the footprint of SCI
• Assisting with implementation and roll-out of new growth strategies 

Qualification and Experience

• Matric 
• Relevant Financial Bachelor’s degree 
• CFP qualification would be highly advantageous
• A minimum 5 years of employee benefit and insurance industry experience
• A deep knowledge and understanding of financial products in the savings and retirement industry is required
• An understanding of the advice and sales process of investment and retirement solutions for a life insurer would be advantageous 

Knowledge and Skills

• Experience and knowledge regarding annuities, investments, and employee benefits
• Excellent relationship skills
• Effective time management skills
• Conceptual thinking skills
• A proven track record in exceptional client relationship management
• A self-starter with the ability to manage several projects and priorities simultaneously
• Ability to influence stakeholders across the value chain to achieve successful outcomes 
• Effective presentation skills
• A passion for servicing clients
• Excellent interpersonal and communication skills
• Process orientated
• Self-motivated with a strong focus on delivery
• Must be able to work under pressure
• A strong team player who is also able to work independently
• Innovative thinker with good problem-solving skills
• Flexible and able to adapt to change 

Core Competencies

• Cultivates Innovation by creating new and better ways for the organisation to be successful
• Client Focus - Building strong customer relationships and delivering customer-centric solutions
• Drives Results - Consistently achieving results, even under tough circumstances
• Collaborates - Building partnerships and working collaboratively with others to meet shared objectives
• Resilience - Rebounding from setbacks and adversity when facing difficult situations

Behavioural Competencies

• A passion for servicing clients
• Excellent interpersonal and communication skills
• Process orientated
• Self-motivated with a strong focus on delivery
• Must be able to work under pressure
• A strong team player who is also able to work independently
• Innovative thinker with good problem-solving skills
• Flexible and able to adapt to change 

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.

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