Donevan (Spf)

Experience

• 

  Sanlam

  Nov 2012 - now

  • Broker Support: Provide education, training, product advice, sales support process, support and manage new business requirements for risk, investment, savings, retirement and all other products provided by Sanlam and other business partners eg. Glacier, Sanlam employee benefits, etc• Sanlam Financial Solutions: Do product comparison intervention between Sanlam and competitors and sensitise brokers regarding Sanlam product features• Understanding and knowledge of competitor products• Broker Relationships: Facilitate business partnerships between brokers, broker consultants and Sanlam and other Sanlam business units eg. Glacier, Sanlam employee benefits, etc.• New Business: Identify business opportunities for brokers and canvas new broker contracts• Keep up to date with new industry developments and legislative changes and assist brokers to comply with these• Assist brokers with claims and other complex enquiries• Assist brokers with getting cases issued• Assist brokers with complex queries and resolving thereof• Maintain in depth knowledge of all products eg. risk, investments, retirement products, Glacier products, employee benefits• Regular recommendations to change and adapt products and systems to stay competitive in the market Show less

  • Business Development Manager

    Jan 2018 - now

  • Broker Consultant

    Nov 2012 - now