Sanlam Developing Markets (SDM) is one of the top financial services providers in the South African entry-level and emerging middle market.
It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans.
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) that are suited to their needs and requirements.
Undertake the procurement of sustainable business of high quality, in accordance with the business targets set.
Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.
What will make you successful in this role?
1.
Assist in growing the Sanlam Adviser Business Be committed to the marketing plans and targets set for growing and developing the business.
Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.
Undertake relevant behaviours to attain targets relating to: Revenue generation (Single and recurring premiums) Activity quotas Promote the Sanlam brand Treating customers fairly to be applied to all client engagements 2.
Networking, prospecting and leads generation Face-to-face interactions to create business opportunities.
Prospecting of new clients through creative opportunities such as business/social networks.
Turning trusted relationships into business relationships.
Strengthening existing relationships by increasing current service.
Mining of existing client base to identify marketing gaps and sales opportunities.
3.
Client consultations and sales Ensure all client interactions are compliant in terms of disclosures and advice given.
Undertake comprehensive fact finding with each client to lift needs and priorities.
Conduct a financial needs analysis to ascertain the client's full financial situation.
Provide sound personal financial planning advice.
Present financial solutions to the client in a professional manner aligned to Treating Customers Fairly.
4.
Client Service Ensure all client interactions are ethical, courteous, and professional.
Strive for excellent, value-added service to clients.
Initiate long-term client relationships and maintain a relational focus.
5.
Monitor, update and reporting (weekly/monthly) Document and present the following activities: Number and profile of contacts, appointments, consultations.
Issued business and revenue against targets.
Qualification and Experience Grade 12 Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills Financial advice and support Production target achievement and budgeting Compliance and risk management Client relationship management Financial planning and recommendations Personal Attributes Communicates effectively Tech savvy Action oriented Interpersonal savvy Persuades Build a successful career with us We're all about building strong, lasting relationships with our employees.
We pride ourselves in helping our employees to realise their worth.
Core Competencies Collaborates Being resilient Drives results Cultivates innovation Customer focus Our commitment to transformation The Sanlam Group is committed to achieving transformation and embraces diversity.
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