Financial Services Specialist
4 days ago
About Us:
We are a leading financial services provider in South Africa, committed to building strong relationships with our clients and employees. Our goal is to help individuals realise their worth and achieve their goals.
The Role:
- Provide professional financial advice and planning services to new and existing clients.
- Maintain and service client relationships to build loyalty and generate ongoing business.
- Undertake activities within a compliant and ethical manner, resulting in the growth and sustainability of the Sanlam Group business and brand.
Key Responsibilities:
- Growing the Sanlam Adviser Business:
- Commit to marketing plans and targets set for growing and developing the business.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within defined markets.
- Engage in face-to-face interactions to create business opportunities.
- Prospect new clients through creative opportunities, such as business or social networks, associations, or presentations.
- Turn trusted relationships into business relationships.
- Strengthen existing relationships by increasing current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalise client value propositions.
- Market on social media.
- Undertake selected client-focused activities to generate leads and informal prospecting opportunities.
- Mine existing client bases to identify marketing gaps and sales opportunities within the middle-high and affluent markets.
- Structure and implement focused campaigns with new or existing clients in defined markets.
- Request active and ongoing leads and referrals from others.
- Monitor and respond to client activities, such as maturities, cancellations, or surrenders within defined markets.
Qualifications and Experience:
- Grade 12 qualification.
- Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge and Skills:
- Financial advice and support.
- Production target achievement and budgeting.
- Compliance and risk management.
- Client relationship management.
- Financial planning and recommendations.
Personal Attributes:
- Effective communication.
- Tech savviness.
- Action orientation.
- Interpersonal skills.
- Persuasiveness.
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