Date: 7 Jul 2024
Location: Gauteng, 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 know that you have hopes for your future – your career, your personal development and achieving great things. We pride ourselves on helping our financial advisors to realize 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?
- 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 within the defined market.
- Networking, prospecting and leads generation:
- Face to face interactions to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks.
- Strengthening existing relationships by increasing the current service.
- Mining of existing client base to identify marketing gaps and sales opportunities.
Client consultations and sales:
- Ensure all client interactions are compliant in terms of disclosures and advice given.
- Conduct a financial needs analysis to ascertain the client’s full financial situation.
- Provide sound personal financial planning advice.
Client Service:
- Ensure all client interactions are ethical, courteous and professional.
- Strive for excellent, value-added service to clients.
Monitor, update and reporting (weekly/monthly):
- Document and present the number and profile of contacts, appointments, consultations.
- 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 oriented
- Interpersonal savvy
- Persuades
Core Competencies
- Collaborates
- Being resilient
- Drives results
- Cultivates innovation
- Customer focus
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
The Sanlam Group is committed to transformation and embracing diversity. This commitment drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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