Advisory Services Professional

1 week ago

Cape Town, Western Cape, South Africa Sanlam Full time

**About This Role**

This role is designed to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) that meet their needs and requirements.

You will be responsible for undertaking the procurement of sustainable business of a high quality, in accordance with the business targets set.

You will maintain and service these clients as part of a long-term relationship that builds loyalty to the brand and generates ongoing advice and sales.

You will perform these activities within a compliant and ethical manner, resulting in the growth and sustainability of the Sanlam Group business and brand.

Key Performance Indicators (KPIs):

  1. Revenue generation (Single and recurring premiums).
  2. Activity quotas.
  3. Promote the Sanlam brand.
  4. Treating customers fairly to be applied to all client engagements.
  5. Role is aligned to your personal career aspirations.
  6. Networking, prospecting, and leads generation.
  7. Face-to-face interactions, social or business, to create business opportunities.
  8. Prospecting of new clients through creative opportunities such as business/social networks, associations, or ad hoc presentations.
  9. Turning trusted relationships into business relationships.
  10. Strengthening existing relationships by increasing the current service.
  11. Use existing sources to establish opportunities across Sanlam businesses.
  12. Personalised client value propositions.
  13. Marketing on social media.
  14. Undertake selected client-focused activities to generate leads and informal prospecting opportunities.
  15. Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  16. Structuring and implementing focused campaigns with new or existing clients in the defined market.
  17. Requesting active and ongoing leads and referrals from others.
  18. Monitoring and responding to client activities such as maturities, cancelations, or surrenders within the defined market.
  19. Client consultations and sales.
  20. Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic information required for compliance).
  21. Undertake comprehensive fact-finding with each client to lift needs and priorities. Document these findings.
  22. 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).
  23. Provide sound personal financial planning advice.
  24. Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  25. Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  26. Use relevant processes and system tools to capture analysis information and update records accordingly.
  27. Review client's portfolio annually by undertaking the above steps.
  28. Client Service.
  29. Ensure all client interactions are ethical, courteous, and professional.
  30. Follow-up or refer all existing business queries to be resolved timeously through 'back-office' support.
  31. Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  32. Undertake continuous learning in terms of knowledge, skills, and market/industry issues so as to service clients within the defined market.
  33. Initiate long-term client relationships and maintain a relational focus.
  34. Monitor, update, and reporting (weekly/monthly).

Requirements:

  • 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 in financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, financial planning and recommendations.
  • Personal attributes such as communicating effectively, being tech-savvy, action-oriented, interpersonal savvy, persuades, collaborates, being resilient, drives results, cultivates innovation, customer focus.

What We Look For:

  • A passion for delivering exceptional customer service.
  • A strong ability to communicate complex financial concepts in a clear and concise manner.
  • A willingness to continuously learn and develop your skills and knowledge.
  • A commitment to upholding the highest standards of professionalism and ethics.

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