Sanlam Financial Expert

5 days ago


Cape Town, Western Cape, South Africa Sanlam Limited Full time
Sanlam Financial Adviser: Wealth Solutions

About Us:

We are a reputable financial services company in South Africa, committed to building lasting relationships with our clients and employees. Our goal is to help individuals achieve their goals and realise their worth.

The Job:

  • Deliver expert financial planning and advice to clients.
  • BUILD long-term relationships with clients to drive repeat business.
  • Work within a framework that ensures compliance and ethics, driving business growth and sustainability for the Sanlam Group.

Main Responsibilities:

  1. Growing the Sanlam Adviser Business:
  • Contribute to strategic marketing initiatives aimed at expanding the business.
  • Apply market insights and customer profiling expertise to inform sales and growth strategies within defined markets.
Networking, Prospecting, and Lead Generation:
  • Engage in meaningful networking opportunities to create business connections.
  • Identify and pursue new business opportunities through various channels, including business networks and presentations.
  • Foster trust-based relationships with existing clients to drive loyalty and repeat business.
  • Leverage internal resources to explore new business opportunities across the Sanlam organisation.
  • Develop tailored solutions to meet client needs.
  • Utilise digital platforms to promote business offerings.
  • Pursue additional client-focused projects to generate new leads and opportunities.
  • Analyse existing client databases to uncover untapped business potential and marketing gaps within high-value segments.
  • Design and implement targeted campaigns for new and existing clients in defined markets.
  • Seek out referrals and recommendations from established contacts.
  • Respond promptly to client queries and activities, ensuring seamless service delivery.

Requirements:

  • Grade 12 certification.
  • Completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination, if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.

Essential Skills:

  • Expertise in financial guidance and support.
  • Ability to meet production targets and manage budgets effectively.
  • Comprehensive understanding of regulatory compliance and risk management principles.
  • Proven track record in client relationship management.
  • Strong financial planning and advisory skills.

Personal Qualities:

  • Excellent communication and interpersonal skills.
  • Adeptness with technology.
  • Action-oriented approach to work.
  • Exceptional interpersonal skills.
  • Persuasive abilities.


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