What will you do?<\/p>\n
\tThe 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.
\n\tUndertake 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.
\n\tUndertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.<\/p>\n
What will make you successful in this role?<\/p>\n
Assist in growing the Sanlam Adviser Business<\/p>\n
\tBe committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
\n\tApply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.<\/p>\n
Undertake relevant behaviours to attain targets relating to:<\/p>\n
\tRevenue generation (Single and recurring premiums)
\n\tActivity quotas
\n\tPromote the Sanlam\u00a0brand
\n\tTreating customers fairly to be applied to all client engagements
\n\tRole is aligned to your personal career aspirations<\/p>\n
Networking, prospecting and leads generation<\/p>\n
\tFace to face interactions, social or business, to create business opportunities.
\n\tProspecting of new clients through creative opportunities such as business\/social networks, associations or ad hoc presentations.
\n\tTurning trusted relationships into business relationships.
\n\tStrengthening existing relationships by increasing the current service.
\n\tUse existing sources to establish opportunities across Sanlam businesses.
\n\tPersonalised client value propositions.
\n\tMarketing on social media.
\n\tUndertake selected client focused activities to generate leads and informal prospecting opportunities.
\n\tMining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
\n\tStructuring and implementing focused campaigns with new or existing clients in the defined market.
\n\tRequesting active and ongoing leads and referrals from others.
\n\tMonitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.<\/p>\n
Client consultations and sales<\/p>\n
\tEnsure all client interactions are compliant in terms of disclosures and advice given (provide written\/ electronic information required for compliance).
\n\tUndertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
\n\tConduct a financial needs analysis, using the relevant e-tools \/ instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
\n\tProvide sound personal financial planning advice.
\n\tApply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
\n\tPresent financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
\n\tUse relevant processes and system tools to capture analysis information and update records accordingly.
\n\tReview client portfolio annually by undertaking the above steps.<\/p>\n
Client Service<\/p>\n
\tEnsure all client interactions are ethical, courteous and professional.
\n\tFollow-up or refer all existing business queries to be resolved timeously through support.
\n\tStrive for excellent, value-added service to clients so that they do not seek competitor products or services.
\n\tUndertake continuous learning in terms of knowledge, skills and market\/industry issues so as to service clients within the defined market.
\n\tInitiate long term client relationships and maintain a relational focus.<\/p>\n
Monitor, update and reporting (weekly\/monthly)<\/p>\n
Document and present the following activities:<\/p>\n
\tNumber and profile of contacts, appointments, consultations.
\n\tIssued business and revenue against targets.
\n\tUpdate client details on records.
\n\tAppropriate workflow and activity monitor system entries.<\/p>\n
Qualification and Experience<\/p>\n
\tGrade 12
\n\tFinancial 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.<\/p>\n
go to method of application \u00bb<\/p>\n
Apply via company website ( ) or<\/p>\n
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