Sanlam Short Term Financial Adviser

2 weeks ago

Polokwane, 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 clients 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 clients 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 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 and Skills**
- Financial

  • Sanlam Financial Adviser: Limpopo

    5 days ago

    Polokwane, Limpopo, South Africa Sanlam Group Full time

    Job title : Sanlam Financial Adviser: LimpopoJob Location : Limpopo, PolokwaneDeadline : 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...

  • Sanlam Financial Adviser: Limpopo

    2 days ago

    Polokwane, Limpopo, 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...

  • Financial Adviser

    6 days ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Direct message the job poster from SanlamCompany DescriptionSanlam is a purpose-led financial services group headquartered in South Africa, with operations across global markets. With a legacy of over a century in the financial services industry, Sanlam offers a unique environment where innovation thrives and opportunities abound. The company is consistently...

  • Financial Advisor

    3 weeks ago

    Polokwane, 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...

  • Financial Advisor

    2 weeks ago

    Polokwane, 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...

  • Short Term Insurance Broker

    1 week ago

    Polokwane, South Africa Integricall Insurance Brokers Full time

    Short Term Insurance Sales Consultant Requires: RE5 and minimum of 150 credits, LTE Router and reliable internet connectivity, Short Term Insurance Sales experience essential, Dealership marketing/ digital marketing, target driven, salary + Comm dependent on performance and set structure. x10 positions national, working remotely. We are employing like...

  • Financial Solutions Consultant

    6 days ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Sanlam is committed to attracting and retaining top talent in the financial services industry.The company offers a range of benefits and opportunities for employees to grow and develop their careers.Job RoleThis is a full-time position located at Sanlam's Polokwane office. As a Financial Advisor, you will provide financial planning, retirement planning,...

  • Financial Planning Professional

    6 days ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Company OverviewSanlam is a leading financial services group with a legacy of over a century in the industry. With operations across global markets, the company offers a unique environment where innovation thrives and opportunities abound.The organization has consistently been recognized as a Top Employer for 9 consecutive years, welcoming individuals...

  • Branch Consultants

    2 weeks ago

    Polokwane, 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...

  • Financial Planning Specialist

    5 days ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    **About Us**Sanlam is a leading financial services group headquartered in South Africa with operations across global markets. With a legacy spanning over a century, the company offers a unique environment where innovation thrives and opportunities abound.We are consistently recognized as a Top Employer for our commitment to employee development and...

  • Branch Financial Services Professional

    1 day ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    As a Branch Financial Services Professional, you will play a key role in promoting Sanlam's retail mass products and increasing market share. In this role, you will be responsible for providing expert financial advice and guidance to clients, building strong relationships with customers, and developing targeted sales and marketing plans to achieve business...

  • Financial Advisor Job Opening

    1 day ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Join us at Sanlam, a forward-thinking financial services company, as we seek a highly skilled Financial Advisor to contribute to our success. In this role, you will be responsible for promoting our retail mass products and increasing market share through effective sales and marketing strategies.Key responsibilities include:Providing expert financial advice...

  • Career in Financial Services Professional

    5 days ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Sanlam: A Pioneer in Financial ServicesWe are one of the largest financial services groups in South Africa, with a rich history dating back over a century. Our commitment to innovation and excellence has earned us recognition as a Top Employer for nine consecutive years.Role OverviewIn this full-time position, you will be responsible for delivering...

  • Professional Financial Advisor Role

    5 days ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    About SanlamWe are a purpose-led financial services group dedicated to making a positive impact in the lives of our clients and communities. With operations across global markets, we offer a unique environment where innovation thrives and opportunities abound.Job SummaryThis role involves providing financial planning, retirement planning, investment advice,...

  • Advisory Services Specialist

    6 days ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Sanlam provides a dynamic work environment where professionals can grow and develop their careers.The company offers a range of benefits and opportunities for employees to advance their skills and knowledge.Job RoleThis is a full-time position located at Sanlam's Polokwane office. As a Financial Advisor, you will provide financial planning, retirement...

  • Investment Guidance Expert

    6 days ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Sanlam is a purpose-driven organization that aims to make a positive impact on its clients' lives.The company offers a range of career opportunities for professionals who share its values and passion for finance.Job DescriptionThis is a full-time role located at Sanlam's Polokwane office. As a Financial Advisor, you will be responsible for providing...

  • Financial Adviser Relationship Banking Aifa

    2 weeks ago

    Polokwane, 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. Job Summary To...

  • Branch Consultant

    1 day ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.PURPOSE OF THE ROLETo promote...

  • Retail Mass Products Specialist

    1 day ago

    Polokwane, Limpopo, South Africa Sanlam Full time

    Sanlam is seeking a highly skilled Retail Mass Products Specialist to join our team. In this role, you will be responsible for promoting our retail mass products and increasing market share through effective sales and marketing strategies.Key responsibilities include:Developing and implementing targeted sales and marketing plans to achieve business...

  • Relationship Manager

    2 weeks ago

    Polokwane, South Africa Santam Full time

    Who are we? Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred...