Financial Services Professional

6 days ago

Cape Town, Western Cape, South Africa Sanlam Full time
Sanlam Financial Services Professional:
Cape Town, Johannesburg, Durban

The purpose of the role is to provide new and existing clients with professional financial advice and planning that are suited to their needs and requirements.

Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice.

Undertake these activities within a compliant and ethical manner which results in building and sustaining the Sanlam business and brand.


What makes you successful in this role?
  • Assist in growing the Sanlam business
  • Be committed 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 the defined market

Key Responsibilities:
  • Revenue generation (Single and recurring premiums)
  • Activity quotas
  • Promote the Sanlam brand
  • Treating customers fairly to be applied to all client engagements
  • Role is aligned to your personal career aspirations
  • Networking, prospecting and leads generation
  • Face to face interactions, social or business, to create business opportunities
  • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations
  • Turning trusted relationships into business relationships
  • Strengthening existing relationships by increasing the current service
  • Use existing sources to establish opportunities across Sanlam businesses
  • Personalised client value propositions
  • Marketing on social media
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middlehigh and affluent market
  • Structuring and implementing focused campaigns with new or existing clients in the defined market
  • Requesting active and ongoing leads and referrals from others
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market
  • Client consultations and sales
  • Ensure all client interactions are compliant in terms of disclosures and advice given
  • Undertake comprehensive fact finding with each client to lift needs and priorities
  • Conduct a financial needs analysis, using relevant tools / instruments or systems, to ascertain the clients full financial situation
  • Provide sound personal financial planning advice
  • Apply financial knowledge in putting together 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
  • Use relevant processes and system tools to capture analysis information and update records accordingly
  • Review client's portfolio annually by undertaking the above steps
  • Client Service
  • Ensure all client interactions are ethical, courteous and professional
  • Followup or refer all existing business queries to be resolved timeously through support
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services
  • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market
  • Initiate long term client relationships and maintain a relational focus
  • Monitor, update and reporting (weekly/monthly)

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
Qualification 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.

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

Communicates effectively - Contributing independently

Tech savvy - Contributing independently

Action orientated - Contributing independently

Interpersonal savvy - Contributing independently

Persuades - Contributing independently

Build a successful career with us

We're all about building strong, lasting relationships with our employees.

We know that you have hopes for your future – your career, your personal development and of achieving great things.

We pride ourselves in helping our employees to realise their worth.

Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Collaborates - Contributing independently

Being resilient - Contributing independently

Drives results - Contributing independently

Cultivates innovation - Contributing independently

Customer focus - Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached.

The time taken to complete this process will depend on how far you progress and the availability of managers.

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