Sanlam Financial Adviser: Fortress MOB

1 week ago

Cape Town, Western Cape, 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 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?

1. 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

2. 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.
  • Strengthening existing relationships by increasing the current service.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.

3. 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 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 orientated
  • Interpersonal savvy
  • Persuades
Build a successful career with us

Through its five business clusters, the group provides many opportunities for growth and development.

Core Competencies
  • Collaborates
  • Being resilient
  • Drives results
  • Cultivates innovation
  • Customer focus
Turnaround time

The shortlisting process will only start once the application due date has been reached.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity.

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