- 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.
- 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
- 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 ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client's full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client's portfolio annually by undertaking the above steps.
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through 'back-office' support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
-
Financial Adviser Life Bank
2 days ago
Absa Bank Limited Durban, South AfricaEmpowering Africa's tomorrow, together one story at a time. · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to re ...
-
Financial Adviser
2 days ago
Liberty Durban, South Africa Full timeIf you are searching for a meaningful career that offers the opportunity to make a difference in the lives of customers and you want to work for a company that is a leader in its field, you will find it at Liberty.Requirements: LaptopClear credit record Clear criminal record Indu ...
-
Financial Adviser
1 day ago
Snaphunt Durban, South Africa Full timeThe Offer · Opportunity to make a positive impact · Work in a company with a solid track record of performance · Join a well known brand within Insurance · The Job · You will be responsible for : · Acquiring and managing relationships with corporate and institutional clients in ...
-
Sanlam Pinetown, South Africa**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 w ...
-
Financial Adviser Life Bank
2 days ago
Absa Bank Limited Amanzimtoti, South AfricaBring your possibility to life Define your career with us · - With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to rese ...
-
Sanlam Durban, South AfricaWho 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 ...
-
Financial Advisor
11 hours ago
Discovery Ltd. Durban, South Africa**Business Unit**:Sales & Distribution**Function**:Administration and Office Support**Date**:16-Feb-2023**Discovery** · **Sales & Distribution** · **Financial Adviser** · **DFCR KZN** · **About Discovery** · - Discovery's core purpose is to make people healthier and to enhance an ...
-
Financial Advisor
1 day ago
Unique Personnel Durban, South Africa**Job Number** · - 72903 · **Job Type** · - Permanent · **Job Title** · - Financial Advisor · **Computer Skills** · - Ms Office · **Industry** · - Financial Services · **City** · - eThekwini (Durban) · **Province** · - Kwazulu Natal · - We are looking for entrepreneurial individu ...
-
Internal Auditor
2 days ago
Games Global Limited Durban, South Africa**Mission & Purpose** · Support the Head of Global Internal Audit in the co-development and driving the embedding of the Company's internal controls framework; plan and conduct internal audits under the supervision and management of the Internal Audit Manager; perform control ris ...
-
Financial Advisor
1 day ago
Micah Govender Developments Durban, South Africa**Business Description**: · Sanlam Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing ne ...
-
Portfolio Manager
11 hours ago
Sanlam Durban, South Africa**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 w ...
-
Finance Coordinator
11 hours ago
Mercy Mission SA Durban, South Africa**Job Vacancy** · **Finance Co-ordinator** · **About Mercy Mission South Africa**: · **Mercy Mission South Africa** a non-profit organization (Registration Number: · 2009/016746/08), was established with a vision to enhance the humanitarian sector through innovative programs and ...
-
Stockbroker
3 days ago
Meondo Holdings Pty Ltd Durban, South AfricaPurpose: · We are looking to hire an experienced stockbroker. The stockbroker's responsibilities include analyzing the stock market, finding profitable investment opportunities, and advising company in making sound investment decisions. You should have the ability to work well in ...
-
Financial Advisor
11 hours ago
Micah Developments Durban, South Africa**Business Description**: · Personal Finance provides clients in the entry, middle, affluent and self-employed markets in South Africa with a comprehensive range of financial service solutions to facilitate their long term wealth creation, protection and niche financing needs. Co ...
-
Private Wealth Advisor
3 days ago
FirstRand Durban, South AfricaJob Description · To deliver exceptional experience and education to Private Wealth clients on basic wealth creation, accumulation and overall protection tactics to increase vertical sales index (VSI) and drive client retention and entrenchment through using contextual Money Mana ...
-
Finance Director
11 hours ago
The Recruiters Durban, South Africa**Title**: · **FINANCE DIRECTOR**: · **Salary**: · - Negotiable · **Description**: · - Our client, based in KZN is seeking a dynamic Finance Director with a proven track record of success to manage and direct all company finances. Responsibilities include, budgeting, forecasting, ...
-
Bookkeeper
11 hours ago
Trafalgar Property Management (Pty) Ltd Durban, South Africa**Responsibilities include (but are not limited to)**: · **Monthly PTB Review** · - Analysis of General Ledger accounts to ensure accuracy, completeness and validity of information. Qdocs to be used as a cross reference. · - Capturing of journal entries to correct misallocations ...
-
Foreclosure Consultant
2 days ago
TLT Appointing Durban, South AfricaCompany Description · About Us: TLT Appointing provides recruitment serves via a team of specialist recruitment consultants in the following areas Finance, HR, IT & Telecommunications, Financial Services, Engineering, FMCG & Retail, Consulting & Professional Services, Public Sect ...
-
Cost and Credit Controller
3 days ago
Sandi Crowther Recruitment Durban, South AfricaKwaZulu Natal, Durban · - R R Monthly Cost To Company · **Umhlanga. **Established concern within the Financial advisory industry seeks Cost and Credit Controller with relevant Finance / Accounting qualification, previous work experience in costing of imported stock and solid unde ...
-
Technical Specialist X2
2 days ago
Health Solutions Durban, South Africa**Introduction** · Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables businesses and people from all walks of life to achieve t ...
Khula Financial Adviser - Durban, South Africa - Sanlam
Description
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 of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.
Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.
This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.
What will you do?
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. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
1. Assist in growing the Sanlam Adviser Business
Undertake relevant behaviours to attain targets relating to:
2. Networking, prospecting and leads generation
3. Client consultations and sales
4. Client Service
5. Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
Qualification and Experience
Grade 12Financial 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 supportProduction target achievement and budgetingCompliance and risk managementClient relationship managementFinancial planning and recommendationsPersonal Attributes
Communicates effectively - Contributing independentlyTech savvy - Contributing independentlyAction orientated - Contributing independentlyInterpersonal savvy - Contributing independentlyPersuades - Contributing independentlyBuild a successful career with us
We're all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our people to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies
Collaborates - Contributing independentlyBeing resilient - Contributing independentlyDrives results - Contributing independentlyCultivates innovation - Contributing independentlyCustomer focus - Contributing independentlyTurnaround 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.