Overview
Sanlam Financial Adviser Jobs in Bellville, South Africa at Sanlam Limited
Position: Â Sanlam Financial Adviser Global
Sanlam Life Ltd is one of the top financial services providers in the South African market.
We’re all about 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 to realise their worth.
Thepurposeof 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.
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
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.
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, cancellations or surrenders within the defined market.
3. Client consultations and sales
Ensure all client interactions are compliant in terms of disclosures and advice given.
Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
Conduct a financial needs analysis to ascertain the client’s full financial situation.
Provide sound personal financial planning advice.
Present financial solutions to the client in a professional and competent manner.
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.
Strive for excellent, value-added service to clients.
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…
Title: Sanlam Financial Adviser
Company: Sanlam Limited
Location: Bellville, South Africa
Category: Sales, Finance & Banking
