Financial Planner: Jenwil BlueStar - Vrystaat - Sanlam Limited

Description

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

We build lasting relationships with our financial advisors, helping them realise their worth and achieve great things. Our company respects what people are worth and appreciates what they can become.

This is why we empower each person to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

The purpose of this role is to provide clients with professional and relevant financial advice, planning and products suited to their needs and requirements.

Key Responsibilities

1. Grow Sanlam Adviser Business

• Commit to marketing plans and targets set by the distribution strategy.
• Apply knowledge of market segmentation and customer profiles to support sales and growth within defined markets.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly in all client engagements
• Aligns with personal career aspirations

2. Networking, prospecting and leads generation

• Create business opportunities through face-to-face interactions, social or business contacts.
• Prospect new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
• Turn trusted relationships into business relationships.
• Strengthen existing relationships by increasing current service.
• Establish opportunities across Sanlam businesses using existing sources.
• Personalise client value propositions.
• Market on social media.
• Generate leads and informal prospecting opportunities through selected client-focused activities.
• Mine existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
• Implement focused campaigns with new or existing clients in defined markets.
• Request active and ongoing leads and referrals from others.
• Monitor and respond to client activities such as maturities, cancellations or surrenders within defined markets.

3. Client consultations and sales

• Ensure all client interactions are compliant with disclosures and advice given.
• Conduct comprehensive fact finding with each client to lift needs and priorities. Document findings.
• Provide sound personal financial planning advice.
• Apply financial knowledge to put together a plan meeting client needs for a balanced portfolio.
• Present financial solutions to clients 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 portfolios annually by undertaking the above steps.

4. Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Follow-up or refer existing business queries to be resolved timeously through support.
• Strive for excellent, value-added service to clients to prevent seeking competitor products or services.
• Undertake continuous learning in terms of knowledge, skills and market/industry issues to service clients within defined markets.
• Initiate long term client relationships and maintain a relational focus.

5. Monitor, update and reporting

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.

Requirements

Grade 12 qualification required.

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 required.

Production target achievement and budgeting necessary.

Compliance and risk management expertise needed.

Client relationship management essential.

Financial planning and recommendations require skill.

Personal Attributes

Effective communication and independent contribution required.

Tech savvy and action orientated individuals contribute independently.

Interpersonal savvy and persuasive abilities are key contributors.

Core Competencies

Collaboration, resilience, result-driven, innovation and customer focus are key competencies required.

Our commitment to transformation

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