Khula Financial Adviser

3 weeks ago

Durban, KwaZulu-Natal, South Africa Sanlam Group Full time
Job title : Khula Financial Adviser : DurbanJob Location : KwaZulu-Natal, DurbanDeadline : March 18, 2025Quick Recommended Links
  • Jobs by Location
  • Job by industries

What will you do?

  • 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. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

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.

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
  • Role is aligned to your personal career aspirations

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.
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalised client value propositions.
  • Marketing on social media.
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Structuring and implementing focused campaigns with new or existing clients in the defined market.
  • Requesting active and ongoing leads and referrals from others.
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
  • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
  • Provide sound personal financial planning advice.
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Use relevant processes and system tools to capture analysis information and update records accordingly.
  • Review clients portfolio annually by undertaking the above steps.

Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through support.
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
  • Initiate long term client relationships and maintain a relational focus.

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.
  • Update client details on records.
  • Appropriate workflow and activity monitor system entries.

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.
  • Sales / Retail / Business Development  jobs

  • Khula Financial Adviser

    1 week ago

    Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job title : Khula Financial Adviser : DurbanJob Location : KwaZulu-Natal, DurbanDeadline : April 17, 2025Quick Recommended LinksJobs by Location Job by industries What will make you successful in this role? Assist in growing the Sanlam Adviser BusinessBe committed to the marketing plans and targets set for growing and developing the business as set forward...

  • Khula Financial Adviser

    1 day ago

    Durban, KwaZulu-Natal, South Africa Sanlam Limited Full time

    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...

  • Appointment Setter

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Full time

    The Appointment Setter/Booker will be contacting our existing clients at our brokerage and scheduling appointments for our financial advisers. This role requires excellent communication skills, professionalism, and a customer-focused approach to ensure a positive client experience. This part-time position is ideal for a candidate looking to gain valuable...

  • Financial Adviser

    1 week ago

    Durban, KwaZulu-Natal, South Africa Absa Group Limited Full time

    Job title : Financial Adviser (FAIS) (Durban)Job Location : KwaZulu-Natal, DurbanDeadline : April 12, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the...

  • Financial Adviser

    1 week ago

    Durban, KwaZulu-Natal, South Africa Absa Group Full time

    Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

  • Financial Adviser

    5 days ago

    Durban, KwaZulu-Natal, South Africa Absa Group Full time

    Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

  • Financial Adviser

    5 days ago

    Durban, KwaZulu-Natal, South Africa Sanlam Full time

    Company DescriptionSanlam is a purpose-led financial services group headquartered in South Africa, with operations in selected global markets.With over a century of experience in the financial services industry, Sanlam offers an innovative environment and abundant opportunities.The company has been consistently recognized as a Top Employer for 9 consecutive...

  • Financial Adviser

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    Company: Lonfin WealthDescription: Lonfin Wealth is a registered Sanlam Blue Star Franchise. We are specialists in financial planning and wealth management.Contract Type: Full TimeExperience Required: No ExperienceEducation Level: Grade 12Number of vacancies: 6Job DescriptionWe are hiring for 6 positions open for Financial...

  • Financial Advisers

    21 hours ago

    Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    Company: Lonfin WealthDescription: Lonfin Wealth is a registered Sanlam Blue Star Franchise. We are specialists in financial planning and wealth management.Contract Type: Full TimeExperience Required: 1 yearEducation Level: Grade 12Number of vacancies: 6Job DescriptionWe are HiringLonfin Wealth is an accredited Sanlam Franchise. We have 6 positions open for...

  • Financial Adviser

    16 hours ago

    Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job OverviewSanlam Group is seeking a skilled Financial Adviser to join our team in KwaZulu-Natal, Durban. As a key member of our business development team, you will play a crucial role in growing and developing the Sanlam Adviser Business.About the RoleWe are looking for an individual with excellent sales and marketing skills who can assist in growing the...

  • Sanlam Financial Adviser

    1 week ago

    Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job title : Sanlam Financial Adviser : Durban, Umhlanga & Surrounding AreasJob Location : KwaZulu-Natal, DurbanDeadline : April 17, 2025Quick Recommended LinksJobs by Location Job by industries What will make you successful in this role? Assist in growing the Sanlam Adviser BusinessBe committed to the marketing plans and targets set for growing and...

  • Financial Adviser

    3 days ago

    Durban, KwaZulu-Natal, South Africa Sanlam Full time

    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...

  • Sanlam Financial Adviser

    3 weeks ago

    Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job title : Sanlam Financial Adviser : Durban, Umhlanga & surrounding areasJob Location : KwaZulu-Natal, DurbanDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that...

  • Financial Adviser Relationship Manager

    4 days ago

    Durban, KwaZulu-Natal, South Africa Allan Gray Full time

    Job DescriptionThe successful candidate will report to the Regional Manager and be responsible for maintaining and growing a panel of Financial Advisers in the KwaZulu Natal region. They will be expected to achieve certain sales targets as determined by the Regional Manager.Key ResponsibilitiesDevelop and maintain relationships with IFAs and their support...

  • Financial Advisor

    6 days ago

    Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full time

    Company DescriptionTescon Financial Services is a juristic representative of Discovery Life Limited, a registered long-term insurer and authorized financial services. As associates of a trusted and regulated entity, we adhere to stringent product rules, terms, and conditions. Our objective is to provide comprehensive financial services to our clients.Role...

  • Comprehensive Financial Solutions Specialist

    6 days ago

    Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full time

    About Tescon Financial ServicesWe are a trusted representative of Discovery Life Limited, a registered insurer and financial services provider. Our team is dedicated to delivering exceptional client service, and we are committed to helping our clients achieve their financial goals.Job DescriptionWe are seeking an experienced Financial Advisor to join our...

  • Financial Planning Expert

    6 days ago

    Durban, KwaZulu-Natal, South Africa Tescon Financial Advisors Full time

    Company OverviewTescon Financial Services is a representative of Discovery Life Limited, a registered insurer and financial services provider. As associates of a trusted entity, we adhere to stringent product rules, terms, and conditions. Our objective is to provide comprehensive financial services.About the RoleThis is a full-time role for a Financial...

  • Sanlam Financial Adviser

    21 hours ago

    Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job Location : KwaZulu-Natal, DurbanDeadline : April 17, 2025What will make you successful in this role?Assist in growing the Sanlam Adviser BusinessBe 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...

  • Financial Advisers

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential•Lucrative Commission...

  • Financial Advisers

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential• Lucrative Commission...