Senior Financial Services Specialist

2 weeks ago


Polokwane, Limpopo, South Africa Sanlam Full time
Job DescriptionRole Overview

Sanlam is a leading financial services provider in the South African market, dedicated to building strong relationships with our financial advisors. We aim to help our employees realise their worth and achieve their career aspirations.

Key Responsibilities1. Business Growth and Development

Assist in growing the Sanlam Adviser Business by committing to marketing plans, applying knowledge of market segmentation, and undertaking relevant behaviours to attain targets.

  • Revenue generation (single and recurring premiums)
  • Activity quotas
  • Promoting the Sanlam brand
  • Treating customers fairly
2. Networking and Lead Generation

Engage in face-to-face interactions, social or business, to create business opportunities. Prospect new clients through creative opportunities, strengthen existing relationships, and use existing sources to establish opportunities across Sanlam businesses.

  • Personalised client value propositions
  • Marketing on social media
  • Undertaking selected client-focused activities
  • Mining existing client bases
3. Client Consultations and Sales

Provide sound financial planning advice, conduct comprehensive fact-finding, and present financial solutions to clients in a professional and competent manner. Ensure all client interactions are compliant and ethical.

  • Comprehensive fact-finding
  • Financial needs analysis
  • Presenting financial solutions
4. Client Service

Ensure all client interactions are ethical, courteous, and professional. Follow-up or refer existing business queries, strive for excellent service, and undertake continuous learning to service clients effectively.

  • Excellent service
  • Continuous learning
5. Monitoring and Reporting

Document and present activities such as number and profile of contacts, issued business and revenue against targets, and update client details on records.

  • Monitoring and reporting
  • Client details
Requirements

Grade 12 qualification, Financial Advisory and Intermediary Services Act (FAIS) requirements, and successful completion of Regulatory Examination if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.

Key skills include financial advice and support, production target achievement, compliance and risk management, and client relationship management.



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