Financial Adviser-Pinetown (Commission Only)
Date: 7 May 2024
Location: Pinetown, KwaZulu Natal, South Africa
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.
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?
- 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.
- Networking, prospecting and leads generation:
- Face to face interactions to create business opportunities.
- Prospecting of new clients through creative opportunities.
- Turn trusted relationships into business relationships.
- Strengthen existing relationships by increasing the current service.
- Use existing sources to establish opportunities.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads.
- Monitor and respond to client activities.
Client consultations and sales:
- Ensure all client interactions are compliant.
- Conduct a financial needs analysis.
- Provide sound personal financial planning advice.
- Present financial solutions professionally.
- Review client’s portfolio annually.
Client Service:
- Ensure all client interactions are ethical and professional.
- Strive for excellent, value-added service to clients.
- Undertake continuous learning to service clients effectively.
Monitor, update and reporting:
- Document and present activities.
- Update client details on records.
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
- Tech savvy
- Action orientated
- Interpersonal savvy
- Persuades
Core Competencies
- Collaborates
- Being resilient
- Drives results
- Cultivates innovation
- Customer focus
Our commitment to transformation
The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive and equitable workplace.
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