Financial Planner: Sakhumzi MOB - Gauteng - Sanlam

Description

Job Description

Sanlam Life Ltd is a leading financial services provider in the South African market, focused on building strong relationships with financial advisors.

We help our financial advisors realise their worth by providing opportunities for personal and professional growth, recognition, respect, and reward.

Key Responsibilities

• Provide new and existing clients with professional and relevant financial advice, planning, and products (sales) tailored to their needs and requirements.
• Maintain and service clients through long-term relationships, generating loyalty and ongoing advice and sales.
• Conduct business activities within a compliant and ethical manner, contributing to the growth and sustainability of the Sanlam Group business and brand.

Requirements for Success

1. Growing the Sanlam Adviser Business
2. Commitment to marketing plans and targets set for growing and developing the business.
3. Application of knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Behaviours to Attain Targets

• Revenue generation (single and recurring premiums)
• Activity quotas
• Promoting the Sanlam brand
• Treating customers fairly in all client engagements
• Aligning the role with personal career aspirations
• Networking, prospecting, and leads generation
• Face-to-face interactions to create business opportunities
• Prospecting of new clients through creative opportunities
• Turning trusted relationships into business relationships
• Strengthening existing relationships through increased service
• Establishing opportunities across Sanlam businesses using existing sources
• Personalised client value propositions
• Marketing on social media
• Undertaking selected 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
• Client consultations and sales
• Ensuring all client interactions are compliant and provide written/electronic information required for compliance
• Undertaking comprehensive fact-finding with each client to lift needs and priorities
• Documenting these findings
• Conducting a financial needs analysis using relevant e-tools or systems
• Providing sound personal financial planning advice
• Applying financial knowledge to put together a plan meeting the client's needs
• Presenting financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly
• Using relevant processes and system tools to capture analysis information and update records
• Reviewing the client's portfolio annually
• Client Service
• Ensuring all client interactions are ethical, courteous, and professional
• Following up or referring existing business queries to be resolved timeously
• Striving for excellent, value-added service to clients
• Initiating long-term client relationships and maintaining a relational focus
• Monitoring, updating, and reporting

Qualifications 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 - Contributing independently
• Tech savvy - Contributing independently
• Action orientated - Contributing independently
• Interpersonal savvy - Contributing independently
• Persuades - Contributing independently

Building a Successful Career

We pride ourselves in helping our employees realise their worth by providing opportunities for personal and professional growth, recognition, respect, and reward.

Our group provides many opportunities for growth and development through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office.

Core Competencies

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

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.

Transformation Commitment

The Sanlam Group is committed to transformation and embracing diversity, striving for a diverse, inclusive, and equitable work environment that ensures a thriving and sustainable business in South Africa.