
Financial Advisor
2 weeks ago
**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 funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
**What will you do?**What will make you successful?**
- To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
- 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.
**Qualifications and Experience?**
- Grade 12/Matric.
- FAIS compliant in terms of ‘fit and proper’.
- English and any other official South African language.
- Tech savvy and active on different social media platforms the following is an added advantage.
- Post-matric qualification or RE5.
- Previous experience in sales or client services.
- Experience at a competitor company will be an added advantage.**Knowledge and Skills**
- Client Communication and Sales administration
- Service and Support
- Workflow management and reporting
- Partnership Building
- Personal Attributes
- Client Service Orientation
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
**Core Competencies**
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently**Turnaround time**Our commitment to transformation**
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.
-
Private Client Growth Advisor
6 days ago
Witbank, Mpumalanga, South Africa FNB South Africa Full time**The Role**We are seeking a talented Private Client Growth Advisor to join our team in the rural area. As a key member of our sales team, you will be responsible for delivering exceptional experiences and education to our private clients on basic wealth creation and accumulation.You will work closely with our clients to understand their financial needs and...
-
Private Client Advisor Rural
1 week ago
Witbank, South Africa FirstRand Full timeJob Description To deliver exceptional experience and education to Private Clients/Private Clients RMB clients on basic wealth creation, accumulation, and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Management principles Hello future Private Advisor Welcome to...
-
Long Term Investment Advisor
2 days ago
Witbank, Mpumalanga, South Africa Platinum Talent ZA Full timeJob DescriptionProvide comprehensive long-term financial advice to clients, meeting regulatory standards.Develop and maintain client relationships to deliver exceptional service.Build and manage a client portfolio within the competitive financial services sector.Demonstrate proactive customer focus, with the ability to achieve and exceed targets.Key...
-
Private Banking Advisor Wealth
2 weeks ago
Witbank, South Africa FirstRand Full timeJob Description To assist in proactively managing a portfolio of Private Wealth Clients with a team of Private Bankers through provision of analysis, research and sales and service fulfilment with the intent of identifying additional opportunities for banking new clients and growing a portfolio of existing clients through effective stakeholder management. -...
-
Vehicle Workshop Manager
3 days ago
Witbank, Mpumalanga, South Africa First Degree Recruitment Full timeExciting opportunity available for a Vehicle Workshop Manager at a leading dealership in WitbankKey Duties:Oversee all aspects of the Service Department and workshop.Manage staff, finances, and departmental performance.Drive profitability through effective financial controls.Ensure exceptional customer satisfaction and service delivery.Lead, develop, and...
-
Vehicle Workshop Manager
2 weeks ago
Witbank (1), Eastern Cape, South Africa First Degree Recruitment Full timeExciting opportunity available for a Vehicle Workshop Manager at a leading dealership in WitbankKey Duties:Oversee all aspects of the Service Department and workshop.Manage staff, finances, and departmental performance.Drive profitability through effective financial controls.Ensure exceptional customer satisfaction and service delivery.Lead, develop, and...