Financial Advisor-Kokstad

2 weeks ago

South Africa Sanlam Limited Full time
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Date: 7 May 2024

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 know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become.

We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.


  • Sales and financial advice to new and existing customers: Remain up to date with the range of products offered by Sanlam Retail Mass.
Plan, arrange appointments and manage a schedule with potential customers within key accounts, meeting conduct and customer engagement standards.

Gain an understanding of the customer's needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.

Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer's portfolio accordingly.
Identify and pursue further sales opportunities in existing or new markets.

Develop, plan, and continuously adjust sales tactics to achieve monthly targets (maintain the 'law of average' during the sales process by balancing prospects and sales attempts with the number of appointments).2.After-sale and ongoing customer support: Continuously deliver a high standard of after-sale support service to existing customers.

Respond to customer queries (relating to products, payment terms, changing circumstances, etc.), and escalate queries where necessary. Follow up on customer queries and ensure resolution thereof.
Support and guide customers through claims processes. Escalate blockers and provide necessary information to the relevant departments to ensure the speedy pay-out and closing of claims.
Identify and escalate areas of improvement regarding systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.
Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.

Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.

Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.4.

Monthly planning and reporting:
Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.

What will make you successful in this role?Matric (Grade 12)FAIS compliance (advantageous)Class of Business (COB) Tier 1 (advantageous)RE 5 qualification is advantageousKNOWLEDGE AND EXPERIENCE Sales tactics and approachesCustomer service and engagementRelevant Regulatory frameworks, policies, and standardsSanlam insurance products (ideal)Qualification and Experience Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills New business processing
Existing business processing
Client appointments and liaison
Partnership Building
Personal Attributes Optimises work processes - Contributing dependently
Communicates effectively - Contributing dependently
Action orientated - Contributing dependently
Plans and aligns - Contributing dependently
Build a successful career with usWe're all about building strong, lasting relationships with our employees.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our employees to realise their worth.

Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently
Turnaround timeThe shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity.

This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

#J-18808-Ljbffr

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