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Financial Advisor

2 weeks ago

Rustenburg, North-West, South Africa Sanlam Group Full time

About the Opportunity

This is an exciting opportunity for a talented Financial Advisor - Growth Specialist to join our team in Rustenburg. As a key member of our advisory team, you will play a critical role in driving business growth and development in the North West region.

Key Responsibilities

  • Identify and capitalize on opportunities to grow and develop the business in accordance with the distribution strategy.
  • Apply expertise in market segmentation and customer profiling to support sales and growth within the defined market.
  • Deliver results-driven performance in terms of revenue generation, activity quotas, promoting the Sanlam brand, treating customers fairly, and aligning the role to personal career aspirations.

Professional Networking and Lead Generation

  • Foster professional relationships through face-to-face interactions, social or business, to create business opportunities.
  • Source new clients through strategic opportunities such as business/social networks, associations, or ad-hoc presentations.
  • Translate trusted relationships into business relationships.
  • Enhance existing relationships by increasing the current service.
  • Leverage existing sources to establish opportunities across Sanlam businesses.
  • Design personalized client value propositions.
  • Execute social media marketing to maintain a strong online presence.
  • Participate in client-focused activities to generate leads and informal prospecting opportunities.
  • Analyze the existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Develop and implement targeted campaigns with new or existing clients in the defined market.
  • Pursue active and ongoing leads and referrals from others.
  • Monitor and respond to client activities such as maturities, cancellations, or surrenders within the defined market.

Exceptional Client Consultations and Sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic information required for compliance).
  • Conduct thorough fact-finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using relevant e-tools/instruments or systems, to ascertain the client's full financial situation; or utilize the services of a Para-Planner for this. (Draw policy history).
  • Deliver high-quality personal financial planning advice.
  • Apply financial acumen in creating a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Utilize relevant processes and system tools to capture analysis information and update records accordingly.
  • Review clients' portfolios annually by undertaking the above steps.

Excellent Client Service

  • Ensure all client interactions are ethical, courteous, and professional.
  • Address or refer all existing business queries to be resolved timeously through support.
  • Achieve exceptional, value-added service to clients so that they do not seek competitor products or services.
  • Engage in continuous learning in terms of knowledge, skills, and market/industry issues so as to service clients within the defined market.
  • Establish long-term client relationships and maintain a relational focus.

Ongoing Monitoring, Updating, and Reporting

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.

Essential Qualifications 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.
  • Sales/Retail/Business Development jobs.