Sanlam Financial Adviser: Middelburg / Witbank
Location: Middelburg, Mpumalanga, ZA
Who are we?
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We're all about building strong, lasting relationships with our financial advisors.
We pride ourselves in helping our financial advisors to realise their worth.
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 a 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?
Assist in growing the Sanlam Adviser Business
Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Networking, prospecting and leads generation
Face to face interactions, social or business, to create business opportunities.
Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
Turning trusted relationships into business relationships.
Use existing sources to establish opportunities across Sanlam businesses.
Marketing on social media.
Mining of existing client base to identify marketing gaps and sales opportunities.
Client consultations and sales
Ensure all client interactions are compliant in terms of disclosures and advice given.
Conduct a financial needs analysis to ascertain the clients full financial situation.
Provide sound personal financial planning advice.
Present financial solutions to the client in a professional and competent manner.
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.
Monitor, update and reporting (weekly/monthly)
Document and present activities related to client interactions and issued business.
Update client details on records.
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 orientated
Interpersonal savvy
Persuades
Build a successful career with us
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 transformation and embracing diversity, ensuring a thriving and sustainable business in South Africa.
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