Financial Advisor-Eshowe(Commission Only)

Sanlam Limited • Other • Eshowe, KwaZulu-Natal, South Africa • $200 - $300 / year • 10h ago

Date: 9 Jul 2024

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 focuses on retail products, as well as group schemes.

Responsibilities:

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.
Responsible for reporting on activities daily, through using relevant technology platforms.
Collate data on activities to deliver on weekly and monthly reporting deadlines.
Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.

What will make you successful in this role?

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 behaviors 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 aspirations

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.