Sanlam Financial Adviser

4 months ago

Port Elizabeth, 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 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.

**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?**

**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.
- 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

**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.
- 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.

**3. 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 client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- 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 client’s portfolio annually by undertaking the above steps.

**4. Client Service**
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through ‘back-office’ 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.

**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.
- 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.**Knowledge a

  • Sanlam Financial Adviser

    2 weeks ago

    Port Elizabeth, South Africa Sanlam Group Full time

    Job title : Sanlam Financial Adviser : South Eastern Cape Job Location : Eastern Cape, Port Elizabeth Deadline : January 02, 2025 Quick 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...

  • Branch Consultant/financial Advisor

    4 days ago

    Port Elizabeth, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) 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...

  • Branch Consultants

    5 days ago

    Port Elizabeth, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) 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...

  • Strategic Financial Advisor

    2 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Sanlam Group Full time

    Job SummaryThis is a challenging and rewarding opportunity for an experienced Financial Advisor to join the Sanlam Group in Port Elizabeth, South Africa.

  • Senior Financial Consultant

    3 weeks ago

    Port Shepstone, KwaZulu-Natal, South Africa Sanlam Full time

    Overview Sanlam, a leading financial services provider in South Africa, is seeking an experienced Senior Financial Consultant to join its team in Port Shepstone. This role offers a unique opportunity to build lasting relationships with clients and provide expert financial advice to help them achieve their goals. About the Role As a Senior Financial...

  • Personal Assistant: Sanlamconnect: East Coast

    4 months ago

    Port Elizabeth, South Africa Sanlam Full time

    **Who are we?** SanlamConnect is dedicated to supporting, growing and empowering clients with affordable, easy and suitable solutions, primarily through face-to-face intermediary channels, but also directly. We have approximately 2,000 tied Advisors and 2,000 supporting independent Brokers, all dedicated to meet the financial needs of our clients. Our...

  • Regional Human Capital Business Partner

    4 months ago

    Port Elizabeth, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) 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...

  • Mibusiness Insurance Specialist

    3 months ago

    Port Elizabeth, South Africa Sanlam Full time

    **Who are we?** **What will you do?**Minimum Requirements** - NQF4/Matric/Standard 10 - FAIS credits/Full Insurance Qualifications (depending on Dofa) - Financial Services Board Regulatory Exams (RE5) completed - Must have your own reliable transport - Valid code B driver’s license - Minimum Experience- Minimum 2 years’ experience in the commercial...

  • Mbis Regional Manager: Eastern/southern Cape

    4 months ago

    Port Elizabeth, South Africa Sanlam Full time

    **Who are we?** - Description- - Minimum Qualification Required- NQF4/Matric/Standard 10 - 60 FAIS credits/Full Insurance Qualifications (depending on Dofa) - Financial Services Board Regulatory Exams (RE5) completed - NQF 5 & NQF 6 advantageous - Must have your own reliable transport - Valid code B driver’s license - Minimum Experience- Minimum 3 years’...

  • Branch Consultant/financial Advisor

    4 months ago

    Port Shepstone, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) 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...

  • MiBusiness Insurance Specialist

    2 months ago

    Port Elizabeth, South Africa Sanlam Full time

    Who are we? MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with the...

  • MiBusiness Insurance Specialist

    3 months ago

    Port Elizabeth, South Africa Sanlam Full time

    Who are we? MiWay is a direct financial services company. We are passionate about service excellence, convenience and offering our clients superior value products. Our Vision is to be a world-class direct financial services business that offers a complete array of services under one convenient umbrella – all managed online. We are positive that with...

  • Sales Manager-port Shepstone

    6 months ago

    Port Shepstone, South Africa Sanlam Full time

    **Who are we?** Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) 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...

  • Commercial Insurance Expert

    1 month ago

    Port Elizabeth, Eastern Cape, South Africa Sanlam Full time

    About the RoleWe are seeking a highly skilled Commercial Insurance Specialist to join our team at Sanlam. The ideal candidate will have a proven track record in the commercial insurance industry, with a strong focus on building and maintaining relationships with clients.Key ResponsibilitiesIdentify and sell appropriate insurance policies to clientsBuild and...

  • Expert Financial Consultant

    3 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Liberty Standard Bank Group Full time

    Financial Adviser OpportunityIn today's complex financial landscape, we are seeking a skilled and motivated professional to excel as a Financial Adviser with Liberty Standard Bank Group.This role offers the chance to establish and grow your own client base, working closely with our team to provide exceptional service to customers. Key responsibilities...

  • Insurance and Investment Financial Sales Rep

    4 weeks ago

    Port Elizabeth, South Africa Liberty Standard Bank Group Full time

    In this trying times, Be a beacon of hope. Start your career as a Financial Adviser at Liberty We are looking for entrepreneur driven individuals with a passion for prospecting, advising and servicing clients and making sure their families are taken care of if the unforseen happens, with a specific focus on their Risk, Retirement Annuities, Investments and...

  • Financial Adviser Aifa

    6 months ago

    Port Alfred, South Africa Absa Bank Limited 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.- My Career...

  • Financial Adviser Life Bank

    7 months ago

    Port Shepstone, South Africa Absa Bank Limited Full time

    Bring your possibility to life! Define your career with us - 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...

  • Senior Insurance Business Development Professional

    4 weeks ago

    Port Elizabeth, Eastern Cape, South Africa Sanlam Full time

    About MiWayMiWay is a direct financial services company that prioritizes service excellence, convenience, and superior value products. Our vision is to be a world-class direct financial services business offering a complete range of services under one convenient umbrella, all managed online.

  • Senior Financial Consultant

    3 weeks ago

    Port Shepstone, KwaZulu-Natal, South Africa Sanlam Full time

    About the Role:We are seeking a highly skilled and experienced Senior Financial Consultant to join our team. As a key member of our financial services department, you will be responsible for providing expert advice and guidance to clients on their financial planning and investment needs.Job Description:The successful candidate will have a strong background...