Sanlam Financial Adviser Bredasdorp

Sanlam•Worcester, MA

19h•Onsite

About The Position

Sanlam Life Ltd is a leading financial services provider in the South African market, focused on building strong, lasting relationships with its financial advisors. The company aims to help advisors realize their potential and achieve their career aspirations by recognizing, respecting, and rewarding their capabilities. This role is designed to inspire advisors to achieve great things and realize their infinite and unique worth.

Requirements

Grade 12
Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements
Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Nice To Haves

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
Tech savvy
Action orientated
Interpersonal savvy
Persuades
Core Competencies: Collaborates
Being resilient
Drives results
Cultivates innovation
Customer focus

Responsibilities

Provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs.
Undertake the procurement of sustainable, high-quality business in accordance with set business targets.
Maintain and service clients as part of a long-term relationship to build loyalty and generate ongoing advice and sales.
Conduct all activities in a compliant and ethical manner to build and sustain the Sanlam Group business and brand.
Assist in growing the Sanlam Adviser Business by committing to marketing plans and targets.
Apply knowledge of market segmentation and customer profiles to support sales and growth.
Attain targets relating to revenue generation, activity quotas, and promoting the Sanlam brand.
Treat customers fairly in all client engagements.
Network, prospect, and generate leads through face-to-face interactions, social/business networks, and presentations.
Turn trusted relationships into business relationships and strengthen existing ones.
Utilize existing sources to establish opportunities across Sanlam businesses.
Develop and present personalized client value propositions.
Market on social media and undertake selected client-focused activities for lead generation.
Mine existing client base for marketing gaps and sales opportunities in the middle-high and affluent market.
Structure and implement focused campaigns with new or existing clients.
Request active and ongoing leads and referrals.
Monitor and respond to client activities such as maturities, cancellations, or surrenders.
Ensure all client interactions are compliant with disclosures and advice given.
Undertake comprehensive fact-finding with each client to identify needs and priorities and document findings.
Conduct financial needs analysis using relevant e-tools/instruments or systems, or utilize a Para-Planner.
Provide sound personal financial planning advice and apply financial knowledge to create balanced portfolios.
Present financial solutions professionally and competently, aligned with Treating Customers Fairly principles.
Use relevant processes and system tools to capture analysis information and update records.
Review client portfolios annually by undertaking the fact-finding and analysis steps.
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 retain clients.
Undertake continuous learning in terms of knowledge, skills, and market/industry issues.
Initiate long-term client relationships and maintain a relational focus.
Document and present weekly/monthly activities including contacts, appointments, consultations, issued business, and revenue against targets.
Update client details on records and maintain appropriate workflow and activity monitor system entries.