Date: 29 Apr 2024
Location: Western Cape, South Africa
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 in helping our financial advisors to realise 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 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?
- Commitment: Be committed to the marketing plans and targets set for growing and developing the business.
- Networking, prospecting and leads generation: Face-to-face interactions, social or business, to create business opportunities.
- Client consultations and sales: Ensure all client interactions are compliant in terms of disclosures and advice given.
- Client Service: Ensure all client interactions are ethical, courteous, and professional.
- Monitor, update and reporting: Document and present activities such as number and profile of contacts, appointments, consultations.
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 transformation and embracing diversity. This commitment is what 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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