Career Development Advisor
7 days ago
Sanlam Limited is one of the top financial services providers in the South African market.
We're committed to building strong, lasting relationships with our financial advisors.
This role involves providing new and existing clients with professional and relevant financial advice, planning, and products that meet their needs and requirements.
The key responsibilities include:
- Procuring sustainable business of high quality aligned with set targets.
- Maintaining and servicing existing clients through long-term relationships, fostering loyalty and generating ongoing advice and sales.
- Ensuring all activities are conducted in a compliant and ethical manner, contributing to the growth and sustainability of the Sanlam Group business and brand.
- Supporting the growth of the Sanlam Adviser Business.
- Committed to marketing plans aimed at developing the business as outlined by the distribution strategy.
- Applying knowledge of market segmentation and customer profiles to support sales and growth within the defined market.
- Engaging in networking, prospecting, and leads generation through face-to-face interactions, social opportunities, or business associations.
- Prospecting new clients through various channels such as social networks, associations, or presentations.
- Strengthening existing relationships by increasing service levels.
- Utilizing existing sources to identify opportunities across Sanlam businesses.
- Crafting personalized client value propositions and promoting them on social media.
- Conducting client consultations and sales ensuring compliance with disclosures and advice given.
- Undertaking comprehensive fact-finding with each client to identify needs and priorities.
- Documenting these findings and providing sound personal financial planning advice.
- Presenting financial solutions to clients in a professional and competent manner aligned with Treating Customers Fairly principles.
- Ensuring all client interactions are ethical, courteous, and professional.
- Focusing on delivering excellent, value-added service to clients.
- Initiating long-term client relationships and maintaining a relational focus.
- Monitoring, updating, and reporting on contacts, appointments, and consultations.
This role requires:
- A Grade 12 qualification.
- Successful completion of Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
This position demands:
- Excellent financial advice and support skills.
- Ability to achieve production targets and budget.
- Strong compliance and risk management skills.
- Effective client relationship management.
- Sound financial planning and recommendations.
This career offers:
- Excellent communication skills.
- Tech savviness.
- Action orientation.
- Interpersonal savvy.
- Persuasive abilities.
Our company values employee development and strives to create a supportive work environment.
This role requires core competencies including:
- Collaboration.
- Resilience.
- Driving results.
- Cultivating innovation.
- Customer focus.
- Turnaround time.
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