Sanlam is recruiting a HPC Paraplanner, in Windhoek, Namibia.
Duties
- The successful candidate will be required to efficiently and effectively analyse, strategize and compare client portfolios to identify clients' needs
- Main Duties and Responsibilities:
- 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
- Prepare record of advice and financial plan for advisors to present to clients
- Identify investment and risk business opportunities
- Draw quotations as specified
- Deliver analyses of clients and company comparisons
- Understand and apply accurate regulation and tax implications
- Effective client service to stakeholders
- Portfolio reviews
- Source policy and benefit information and handle replacements
- 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
- Identification of problems
- 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 regulation laws
- Legislative compliance of a financial services/sales environment (FICA/FAIS/PPI etc)
Requisites
- Grade 12
- Degree in Commerce field will be an added advantage
- Minimum of 5 years experience in the Insurance industry, New Business and Administration environment
- Excellent product and system knowledge will be an advantage
- Knowledge of Sanlam's support services and administration processes
- Knowledge and Skills:
- Excellent English (verbal & written) language skills
- One Local Namibian language- will be a competitive advantage
- Intermediate administration, record keeping, data management and analyses
- Intermediate Maths calculations will be required
- Knowledge on tax regulation implications
- Proficient in Microsoft Office, Company's software, TE, Sanport and Sanfin
Notes
- Only shortlisted applicants will be contacted