Financial Planner : BLUE OCEAN EASTERN CAPE

Sanlam Limited • Other • Gqeberha, Eastern Cape, South Africa • $200 - $300 / year • 16h ago

Location: Port Elizabeth, Eastern Cape, ZA

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We pride ourselves in helping our financial advisors to realise their worth.

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.

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.
Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.

Undertake relevant behaviours to attain targets relating to:

Revenue generation (Single and recurring premiums)
Activity quotas
Promote the Sanlam brand
Treating customers fairly

2. Networking, prospecting and leads generation

Face to face interactions, social or business, to create business opportunities.
Prospecting of new clients through creative opportunities.
Strengthening existing relationships by increasing the current service.

3. 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.
Provide sound personal financial planning advice.

4. Client Service

Ensure all client interactions are ethical, courteous and professional.
Strive for excellent, value-added service to clients.

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.

Qualification and Experience

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA).

Knowledge and Skills

Financial advice and support, production target achievement, compliance and risk management, client relationship management, financial planning and recommendations.

Personal Attributes

Communicates effectively, tech-savvy, action-oriented, interpersonal savvy, persuades.

Core Competencies

Collaborates, being resilient, drives results, cultivates innovation, customer focus.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity.

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