Financial Advisor-Port Shepstone(Commission Only)

Financial Advisor-Port Shepstone (Commission Only)Location: Port Shepstone, KwaZulu Natal, ZA
Who are we? Sanlam Developing Markets (SDM) is a top financial services provider in the South African entry-level and emerging middle market, offering various financial solutions.
The purpose of the role is to provide clients with professional financial advice, planning, and products suited to their needs. This includes maintaining and servicing clients to build loyalty and generate ongoing sales, all while adhering to compliance and ethical standards.
What will make you successful in this role?Assist in growing the Sanlam Adviser BusinessCommit to marketing plans and targets for business growth.Apply market segmentation knowledge to support sales.Generate revenue through single and recurring premiums.Promote the Sanlam brand and treat customers fairly.Networking, prospecting, and lead generationCreate business opportunities through face-to-face interactions.Prospect new clients through various networks and presentations.Strengthen existing relationships and identify marketing gaps.Client consultations and salesEnsure compliance in all client interactions.Conduct comprehensive fact-finding and financial needs analysis.Provide sound personal financial planning advice.Present financial solutions professionally.Client ServiceMaintain ethical and professional client interactions.Resolve existing business queries promptly.Strive for excellent, value-added service.Monitor, update, and reporting (weekly/monthly)Document contacts, appointments, consultations, and issued business.Update client records and monitor activities.Qualification and ExperienceGrade 12
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