Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a top financial services provider in the South African entry-level and emerging middle market. We aim to understand the unique requirements of our clients and offer a wide range of simple and affordable financial solutions, including 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 suited to their needs. You will undertake the procurement of sustainable business of high quality, in accordance with the business targets set, while maintaining and servicing these clients as part of a long-term relationship that 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 within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promoting the Sanlam brand
- Treating customers fairly in all client engagements
- Aligning the role to your personal career aspirations
2. Networking, prospecting, and lead generation
- Face-to-face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations, or presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing current service.
- Using existing sources to establish opportunities across Sanlam businesses.
- Creating personalised client value propositions.
- Marketing on social media.
- Conducting client-focused activities to generate leads and informal prospecting opportunities.
- Mining the existing client base to identify marketing gaps and sales opportunities.
- Structuring and implementing focused campaigns with new or existing clients.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and responding to client activities such as maturities, cancellations, or surrenders.
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 identify needs and priorities.
- Conduct a financial needs analysis using relevant tools or systems.
- Provide sound personal financial planning advice.
- Apply financial knowledge to create a balanced portfolio plan.
- Present financial solutions to clients professionally and competently.
- Use relevant processes and system tools to capture analysis information and update records.
- Review client portfolios annually.
4. Client Service
- Ensure all client interactions are ethical, courteous, and professional.
- Follow up or refer all existing business queries to be resolved promptly.
- Strive for excellent, value-added service to clients.
- Engage in continuous learning to service clients effectively.
- Initiate long-term client relationships and maintain a relational focus.
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.
- Update client details on records.
- Monitor workflow and activity entries.
Qualification and Experience
Grade 12
Financial Advisory and Intermediary Services Act (FAIS)
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