Financial Advisor- George
Found in: Talent ZA C2 - 1 week ago
Who are we?
Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
1. Assist in growing the Sanlam Adviser Business
Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy. Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.Undertake relevant behaviours to attain targets relating to:
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 aspirations2. 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 middle-high 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.3. Client consultations and sales
Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance). Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings. Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history). 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 clientââ¬â¢s portfolio annually by undertaking the above steps.4. Client Service
Ensure all client interactions are ethical, courteous and professional. Follow-up 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.5. 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 12Financial 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 supportProduction target achievement and budgetingCompliance and risk managementClient relationship managementFinancial planning and recommendations
Personal Attributes
Communicates effectively - Contributing independentlyTech savvy - Contributing independentlyAction orientated - Contributing independentlyInterpersonal savvy - Contributing independentlyPersuades - 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 independentlyBeing resilient - Contributing independentlyDrives results - Contributing independentlyCultivates innovation - Contributing independentlyCustomer 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.
-
IT Administrator
Found in: beBee S ZA - 4 weeks ago
Western Cape, George, South Africa Pepkor Speciality Full timePepkor Speciality’s job vacancy, Career and Recruitment Job title : IT Administrator – George jobs in Western Cape Job Location : Western Cape, George Deadline : May 02, 2024 Quick Recommended Links Jobs by Location Job by industries Qualifications Grade 12 (with Mathematics) Knowledge, Skills and Experience Minimum of 3 years of experience in...
-
IT Administrator
Found in: beBee S ZA - 3 weeks ago
Western Cape, George, South Africa Pepkor Speciality Full timePepkor Speciality’s job vacancy, Career and Recruitment Job title : IT Administrator – George jobs in Western Cape Job Location : Western Cape, George Deadline : May 02, 2024 Quick Recommended Links Jobs by Location Job by industries Qualifications Grade 12 (with Mathematics) Knowledge, Skills and Experience Minimum of 3 years of experience in...
-
F&I Assistant
Found in: beBee S ZA - 2 weeks ago
Western Cape, George, South Africa WeBuyCars Full timeWeBuyCars’s job vacancy, Career and Recruitment Job title : F&I Assistant – George jobs in Western Cape Job Location : Western Cape, George Deadline : May 17, 2024 Quick Recommended Links Jobs by Location Job by industries Responsibilities include but are not limited to: Assist our F&I consultants with various admin duties Assist in loading...
-
Operations Auditor
Found in: beBee S ZA - 4 weeks ago
Western Cape, George, South Africa Fancourt Full timeFancourt’s job vacancy, Career and Recruitment Job title : Operations Auditor – George jobs in Western Cape Job Location : Western Cape, George Deadline : May 04, 2024 Quick Recommended Links Jobs by Location Job by industries KEY RESPONSIBILITIES: The Operational Auditor will be responsible for: Reliability of financial and management reporting...
-
Operations Auditor
Found in: beBee S ZA - 3 weeks ago
Western Cape, George, South Africa Fancourt Full timeFancourt’s job vacancy, Career and Recruitment Job title : Operations Auditor – George jobs in Western Cape Job Location : Western Cape, George Deadline : May 04, 2024 Quick Recommended Links Jobs by Location Job by industries KEY RESPONSIBILITIES: The Operational Auditor will be responsible for: Reliability of financial and management reporting...
-
F&I Business Manager
Found in: beBee S ZA - 2 weeks ago
Western Cape, George, South Africa WeBuyCars Full timeWeBuyCars’s job vacancy, Career and Recruitment Job title : F&I Business Manager – George jobs in Western Cape Job Location : Western Cape, George Deadline : May 17, 2024 Quick Recommended Links Jobs by Location Job by industries Duties & Responsibilities: Take over the financial aspects of vehicle transactions from the Sales Executives Submit...
-
Financial Clerk
Found in: Talent ZA C2 - 2 weeks ago
George, South Africa Sydsen Group (Pty) Ltd Full timeFinancial Clerk - George, Western CapeWe are seeking a detail-oriented and organized individual to join our team as a Financial Clerk. The ideal candidate will assist in maintaining financial records, processing transactions, and providing administrative support to the finance department.Responsibilities:Process invoices, receipts, and payments accurately...
-
Service Consultant
Found in: beBee S ZA - 4 weeks ago
Western Cape, George, South Africa Nedbank Full timeNedbank’s job vacancy, Career and Recruitment Job title : Service Consultant – George jobs in Western Cape Job Location : Western Cape, George Deadline : May 05, 2024 Quick Recommended Links Jobs by Location Job by industries Job Responsibilities Client Engagement: Address any concerns relating to the queue flow or digital devices. Assist client to...
-
Financial Manager
Found in: Whatjobs ZA C2 - 7 days ago
George, South Africa R.A.W. GROUP Full timeJob Title: Financial Manager Requirements: Bachelor's degree in Finance, Accounting, or related field. Proven experience as a Financial Manager or related role. Understanding of financial trends both within the company and general market patterns. Sound knowledge of accounting software, preferably Pastel. People and general management experience will be...
-
Financial Manager
Found in: Talent ZA C2 - 3 weeks ago
George, South Africa R.A.W. GROUP Full timeJob Title: Financial ManagerRequirements:Bachelor's degree in Finance, Accounting, or related field.Proven experience as a Financial Manager or related role. Understanding of financial trends both within the company and general market patterns.Sound knowledge of accounting software, preferably Pastel.People and general management experience will be given...
-
Financial Manager
Found in: Talent ZA 2A C2 - 3 weeks ago
George, South Africa R.A.W. GROUP Full timeJob Title: Financial ManagerRequirements:Bachelor's degree in Finance, Accounting, or related field.Proven experience as a Financial Manager or related role. Understanding of financial trends both within the company and general market patterns.Sound knowledge of accounting software, preferably Pastel.People and general management experience will be given...
-
F&I Assistant
Found in: beBee jobs ZA - 2 weeks ago
George, Western Cape, South Africa WeBuyCars Full timeWeBuyCars's job vacancy, Career and RecruitmentJob title : F&I Assistant – George jobs in Western CapeJob Location : Western Cape, GeorgeDeadline : May 17, 2024Quick Recommended LinksJobs by LocationJob by industries Responsibilities include but are not limited to:Assist our F&I consultants with various admin duties Assist in loading Finance...
-
Development Coach
Found in: Talent ZA C2 - 3 weeks ago
George, South Africa Old Mutual Full timeDescription Role overview: This position is based in George. This is a sales management role that develops and manages a team of Financial Advisors. This role facilitates new Financial Advisers through a 24-month structured new entrant development program to up-skill and qualify them as viable, fit and proper. The Development Coach (DC) serves the dual...
-
IT Administrator
Found in: beBee jobs ZA - 3 weeks ago
George, Western Cape, South Africa Pepkor Speciality Full timePepkor Speciality's job vacancy, Career and RecruitmentJob title : IT Administrator – George jobs in Western CapeJob Location : Western Cape, GeorgeDeadline : May 02, 2024Quick Recommended LinksJobs by LocationJob by industries QualificationsGrade 12 (with Mathematics)Knowledge, Skills and ExperienceMinimum of 3 years of experience in finance or...
-
F&I Business Manager
Found in: beBee jobs ZA - 2 weeks ago
George, Western Cape, South Africa WeBuyCars Full timeWeBuyCars's job vacancy, Career and RecruitmentJob title : F&I Business Manager – George jobs in Western CapeJob Location : Western Cape, GeorgeDeadline : May 17, 2024Quick Recommended LinksJobs by LocationJob by industries Duties & Responsibilities:Take over the financial aspects of vehicle transactions from the Sales ExecutivesSubmit applications to the...
-
Junior Accountant/Financial Clerk
Found in: beBee S ZA - 3 weeks ago
George, South Africa Jobking Full timeJunior Accountant/Financial Clerk There is currently a vacant position within our company where the following is required. Skills Required: Minimum of 2 years working experience in a Financial Environment with Pastel Bookkeeping up until trail balance Excellent computer skills (Outlook, Microsoft Excel essential requirement) Knowledge of NAV...
-
Junior Accountant/Financial Clerk
Found in: beBee S ZA - 3 weeks ago
George, South Africa Jobking Full timeJunior Accountant/Financial Clerk There is currently a vacant position within our company where the following is required. Skills Required: Minimum of 2 years working experience in a Financial Environment with Pastel Bookkeeping up until trail balance Excellent computer skills (Outlook, Microsoft Excel essential requirement) Knowledge of NAV...
-
Financial Advisor
Found in: Talent ZA C2 - 3 weeks ago
George, South Africa MMI Holdings Ltd Full timeClosing Date2023/03/31Reference NumberMMH230306-13Job TitleFinancial Advisor - Cape South CoastPosition TypePermanentRole FamilySalesClusterMetropolitan LifeRemote OpportunityNone of the timeLocation - CountrySouth AfricaLocation - ProvinceWestern CapeLocation - Town / CityGeorgeIntroduction Metropolitan is one of the oldest financial services brands in...
-
Compliance Officer
Found in: Adzuna ZA B C2 - 4 days ago
George, South Africa Adzuna ZA B C2 Full timeIntroductionA company in George, Western Cape is looking for a Compliance Officer.The person will be working remotely, but must be based in George. Duties & ResponsibilitiesTo assist the client regionally with Virtual Compliance, Risk Management, Implementation, and other Sales ProjectsAdherence to the compliance requirements as dictated by the FSCATo...
-
Compliance Officer
Found in: Whatjobs ZA C2 - 4 days ago
George, South Africa The Talent Room Full timeIntroduction A company in George , Western Cape is looking for a Compliance Officer. The person will be working remotely, but must be based in George. Duties & Responsibilities To assist the client regionally with Virtual Compliance, Risk Management, Implementation, and other Sales Projects Adherence to the compliance requirements as dictated by the...