Sanlam Overview
Sanlam is a diversified financial services group, headquartered in South Africa, operating across a number of selected global markets. We have been creating value for stakeholders since 1918 - for more than 100 years. Sanlam is one of the biggest internationally active insurance groups globally, and is classified as a domestic systemically important financial institution in South Africa. We contribute to financial resilience and prosperity in all the markets where we are present.
Duties & Responsibilities
What will you do?
As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.
What will make you successful?
* The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
* To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
* To work in allocated key accounts and allocated markets.
* To offer customer service to Sanlam clients.
* To arrange appointments with potential customers within Key Accounts and Allocated Markets.
* To update and inform customers and client public of our new products.
* Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
* Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
* Participate in knowledge sharing platforms and training opportunities, inside and outside of the organization, where relevant.
Qualification and Experience
Grade 12/Matric.
FAIS compliant in terms of ‘fit and proper'.
English and any other official South African language.
Tech savvy and active on different social media platforms the following is an added advantage.
Post-matric qualification or RE5.
Previous experience in sales or client services.
Experience at a competitor company will be an added advantage.
Knowledge and Skills
* Client Communication and Sales administration
* Service and Support
* Workflow management and reporting
* Partnership Building
* Personal Attributes
* Client Service Orientation
* Ability to influence client decision
* Confident decision maker
* Great business acumen
* Adhering to principles and values
* Analytical
* Proactive
* Ability to cope with pressure and setbacks
* Exceptional interpersonal skills
* Trustworthy
* Detail-oriented
* Activity management.
Core Competencies
Cultivates innovation - Contributing independently
Customer focus - Contributing independently
Drives results - Contributing independently
Collaborates - Contributing independently
Being resilient - 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.
Our commitment to transformation
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.
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