Overview
Sanlam Financial Adviser: Fortress MOB Jobs in Cape Town, South Africa at Sanlam Limited
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.
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.
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.
Strengthening existing relationships by increasing the current service.
Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
3. Client consultations and sales
Ensure all client interactions are compliant in terms of disclosures and advice given.
Conduct a financial needs analysis to ascertain the clients full financial situation.
Provide sound personal financial planning advice.
Present financial solutions to the client in a professional manner aligned to Treating Customers Fairly.
4. Client Service
Ensure all client interactions are ethical, courteous and professional.
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.
Qualification and Experience
Grade 12
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
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
Build a successful career with us
Through its five business clusters, the group provides many opportunities for growth and development.
Core Competencies
Collaborates
Being resilient
Drives results
Cultivates innovation
Customer focus
Turnaround time
The shortlisting process will only start once the application due date has been reached.
Our commitment to transformation
The Sanlam Group is committed to transformation and embracing diversity.
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Title: Sanlam Financial Adviser: Fortress MOB
Company: Sanlam Limited
Location: Cape Town, South Africa
Category: Sales (Business Development, Financial Sales), Finance & Banking (Business Development, Financial Sales)
