Jobs
>
Pretoria

    Financial Adviser - Gauteng, South Africa - Sanlam

    Sanlam
    Sanlam Gauteng, South Africa

    3 days ago

    Sanlam background
    Description

    Who are we?

    Santam is the market leader in the general insurance industry in Southern Africa. We are a large, diversified, expanding and transforming company and whilst based in South Africa, we are rapidly moving into a number of emerging markets, both in Africa and Asia. Our success is rooted in our passion for our clients and everything we do is centred on our delivery of Insurance Good and Proper.

    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

  • 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.

    • Undertake relevant behaviours to attain targets relating to:

  • 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

    • 2. Networking, prospecting and leads generation

  • 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.

    • 3. Client consultations and sales

  • 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 clients 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.

    • 4. Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through 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.

    • 5. Monitor, update and reporting (weekly/monthly)

    Document and present the following activities:

  • 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.

    • 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 recommendations

    Personal Attributes

    Communicates effectively - Contributing independentlyTech savvy - Contributing independentlyAction orientated - Contributing independentlyInterpersonal savvy - Contributing independentlyPersuades - Contributing independently

    Build 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 employees to realise their worth. 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 – 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 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.

  • Fokus Personnel

    Salaried Financial Adviser

    1 week ago

    Fokus Personnel Pretoria, South Africa

    Our international client within the Financial Services Sector is looking to appoint qualified Financial Advisors / Risk Advisors for their branches in South Africa. To become part of a premier general insurance broker network and notable ASX top 100 company, we encourage you to a ...

  • PSG Wealth Distribution

    Paraplanner / Financial Adviser Assistant

    2 hours ago

    PSG Wealth Distribution Pretoria, South Africa

    **Job description**: · This is an opportunity to join a well-established family office and team which is growing rapidly. We require a Paraplanner to provide an efficient administrative support function to three Advisers. In this role you will be allocated a portfolio of clients ...

  • PSG Insure

    Financial Adviser: Commercial and Personal

    2 days ago

    PSG Insure Pretoria, South Africa

    **Job description**: · The Adviser is responsible for the selling of short-term personal and commercial insurance products and services to the right clients. · **Responsibilities**: · - Aggressive selling of short-term products specialising in personal and commercial lines · - Qu ...

  • Featherway Recruiting

    Financial Advisers

    3 days ago

    Featherway Recruiting Bedfordview, South Africa

    Entrepreneurial and ambitious · - Has strong business acquisition and sales skills · - Has a network of economically active people · - Target driven and able to achieve KPI's · - Able to work under pressure · - Professional appearance · - Strong communication skills Job descripti ...

  • Snaphunt

    Personal Financial Adviser

    3 days ago

    Snaphunt Pretoria, South Africa Full time

    The Offer · Join a market leader within Insurance · Flexible working options · Opportunity within a company with a solid track record of performance · The Job · You will be responsible for : · Partnering with the client relationship managers to provide timely and relevant invest ...

  • Odinfin

    Financial Adviser

    1 week ago

    Odinfin Centurion, South Africa Full time

    We are a part of the Hollard stable based in Centurion and we are looking for experienced and qualified Financial Advisors. Financial Advisers must have experience selling risk cover including: -1.Life Cover.2.Disability Cover.3.Critical Illness Cover.4.Key-person Cover.5.Buy-and ...

  • Odinfin

    Financial Adviser

    1 week ago

    Odinfin Centurion, South Africa Full time

    We are a part of the Hollard stable based in Centurion and we are looking for experienced and qualified Financial Advisors. · Financial Advisers must have experience selling risk cover including: - · 1. Life Cover. · 2. Disability Cover. · 3. Critical Illness Cover. · 4. Key-per ...

  • Odinfin

    Financial Adviser

    1 week ago

    Odinfin Centurion, South Africa Full time

    We are a part of the Hollard stable based in Centurion and we are looking for experienced and qualified Financial Advisors. · Financial Advisers must have experience selling risk cover including: - · 1. Life Cover. · 2. Disability Cover. · 3. Critical Illness Cover. · 4. Key-per ...

  • Odinfin

    Financial Adviser

    5 hours ago

    Odinfin Centurion, South Africa Full time

    We are a part of the Hollard stable based in Centurion and we are looking for experienced and qualified Financial Advisors. Financial Advisers must have experience selling risk cover including: -1.Life Cover.2.Disability Cover.3.Critical Illness Cover.4.Key-person Cover.5.Buy-and ...

  • Old Mutual

    MFC Salaried Financial Adviser

    1 week ago

    Old Mutual Pretoria, South Africa Full time

    Description · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? · The role of a financial advisor is one that demands utmost ...

  • Old Mutual

    MFC Salaried Financial Adviser

    3 days ago

    Old Mutual Pretoria, South Africa Full time

    Description · This role provides advice on a specific range of products to a specific allocated market and are individually accountable for achieving results through their own efforts. What is a financial advisor? · The role of a financial advisor is one that demands utmost ...

  • Old Mutual

    Personal Financial Adviser

    3 days ago

    Old Mutual Centurion, South Africa Full time

    Old Mutual Limited (OML) is a licensed Controlling Company of the Designated Old Mutual Limited Insurance Group. Registration number 2017/235138/06. Entities in the Group are Licensed Financial Services Providers and Insurers that offer a broad spectrum of financial solutions to ...

  • Pro Select Consulting

    Business Development Broker Consultant

    1 week ago

    Pro Select Consulting Pretoria, South Africa

    Consistently deliver and exceed on allocated sales targets. · - Develop, manage and maintain strong relationships with Financial Advisers, ensuring consistent growth of their panel. · - Assist in identifying new potential Financial Advisers and opportunities for business growth. ...

  • Rudclow Recruit

    Cfo-coo

    1 week ago

    Rudclow Recruit Pretoria, South Africa

    The CFO/COO is responsible for the implementation of the Impact Catalyst's strategy, operational plan and goals, and strong controls over operational issues, finance, governance and fiscal management. The role will be responsible to provide management with innovative solutions to ...

  • Rory Mackie & Associates

    Junior Financial Advisor

    1 week ago

    Rory Mackie & Associates Pretoria, South Africa

    **Overview**: · The role of the Junior Financial Advisor is to provide support to the Senior Financial Advisor that will allow them to focus on advising the clients. A successful Junior Financial Advisor may then move up to advising clients, dependent on performance, experience, ...

  • South African Reserve Bank

    216 Legal Counsel X 2

    1 week ago

    South African Reserve Bank Pretoria, South Africa

    **Brief description** · The main purpose of this position is to provide comprehensive and effective legal advice relating to the legislative, regulatory and litigious issues within the South African Reserve Bank (SARB) Group, including the Prudential Authority (PA), with a specia ...

  • Nhlanhla Capital

    Independant Financial Advisor

    2 hours ago

    Nhlanhla Capital Gauteng, South Africa

    Talking to clients to determine their expenses, income, insurance coverage, financial objectives, risk tolerance, or other information needed to develop a financial plan. · - Answering client questions about financial plans and strategies and giving financial advice. · - Advising ...

  • Ikusasa Recruitment Group

    Customer Service Consultant

    1 day ago

    Ikusasa Recruitment Group Pretoria, South Africa

    This is an opportunity for a dynamic Customer Financial Adviser to join a well-established office. In this role you will be allocated a portfolio of clients to assist with financial planning and advice as well as new client relationships to be developed. · No of Leads available 5 ...

  • PSG Konsult

    Deceased Estate and Trust Administrator

    2 hours ago

    PSG Konsult Pretoria, South Africa

    **Deceased Estate and Trust Administrator (Pretoria, Newlands)** · PSGs commitment to transform and embrace diversity is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce. In achieving our employment equity goals, ...

  • PSG Konsult

    Wealth Advisor Assistant

    1 day ago

    PSG Konsult Pretoria, South Africa

    **Job description**: · **Responsibilities**: · - Gather Policy information. · - Compile a summary of information. · - Research product information · - Handle and solve client enquiries (all existing business enquiries) · - Diary management for new and existing business cases · - ...