Overview
Sanlam Financial Adviser: E2 Solutions Unit Jobs in Pretoria, South Africa at Sanlam Limited
Sanlam Financial Adviser: E2 Solutions Unit – Pretoria
Date: 29 Jan 2025
Location:
Pretoria, Gauteng, ZA
Who are we?
Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.
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.
Undertake these activities within a compliant and ethical manner which results in building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
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.
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, cancellations or surrenders within the defined market.
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.
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.
Client Service
Ensure all client interactions ar…
Title: Sanlam Financial Adviser: E2 Solutions Unit
Company: Sanlam Limited
Location: Pretoria, South Africa
Category: Sales, Finance & Banking
