Sanlam Financial Adviser: Limpopo - Polokwane - Sanlam Limited

    Sanlam Limited
    Sanlam Limited Polokwane

    5 days ago

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    Insurance
    Description

    Job Description

    Sanlam Life Ltd is one of the top financial services providers in the South African market.

    We're committed to 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 realise their worth by giving each person who works at Sanlam the opportunity to make the most of who they are, and be recognised, respected and rewarded for their capabilities.

    Key Responsibilities

    1. Provide professional and relevant financial advice, planning and products to new and existing clients based on their needs and requirements.
    2. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

    Success Factors

    1. Assist in growing the Sanlam Adviser Business by:
      • Implementing marketing plans and targets set for growing and developing the business as per the distribution strategy.
      • Applying knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
    2. Networking, prospecting and leads generation by:
      • Creating business opportunities through face-to-face interactions and social or business networks.
      • Prospecting new clients through creative opportunities such as associations or ad-hoc presentations.
      • Turning trusted relationships into business relationships and strengthening existing ones.
    3. Client consultations and sales by:
      • Providing compliant and sound personal financial planning advice aligned to Treating Customers Fairly.
      • Conducting comprehensive fact finding and presenting financial solutions to clients in a professional manner.
    4. Client Service by:
      • Ensuring all client interactions are ethical, courteous and professional.
      • Following up or referring existing business queries to be resolved timeously.
    5. Monitor, update and reporting by:
      • Documenting and presenting activities such as contacts, appointments, consultations, issued business and revenue against targets.
      • Updating client details on records and workflow monitor system entries.

    Requirements

    1. Grade 12 qualification.
    2. 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.

    Skills and Knowledge

    Financial advice and support, production target achievement and budgeting, compliance and risk management, client relationship management, financial planning and recommendations.

    Personal Attributes

    Effective communication, technical savvy, action-oriented, interpersonal savvy, persuasion skills.

    Build a Successful Career with Us

    We're committed to 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 employees realise their worth by providing many opportunities for growth and development through our five business clusters.

    Core Competencies

    Collaboration, resilience, driving results, cultivating innovation, customer focus.

    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.

    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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