Adviser: Short Term Insurance - Quantify MO in Hazyview

Sanlam; Mbombela; On-site; ZAR 300,000 - 450,000; Full time

Job summary

A leading financial services company is seeking a Financial Advisor to provide advice and products to new and existing clients. This role focuses on building long-term relationships, achieving business targets, and ensuring compliance with ethical standards. Candidates must possess a Grade 12 qualification and have experience in financial advice and client management.

Qualifications

• Grade 12 with FAIS 'Fit and Proper' requirements
• Regulatory Examination passed if registered with FSCA for over 24 months.

Responsibilities

• Provide professional financial advice and maintain long-term client relationships.
• Engage in networking and lead generation for business opportunities.
• Conduct comprehensive fact-finding and provide financial planning advice.

Skills

Financial advice

Target achievement

Compliance

Client management

Financial planning

Education

Grade 12 qualification

Regulatory Examination passed

Job description

Sanlam Life and Savings (SLS) focuses on serving retail and corporate clients in South Africa, developing strategic advantages in the market. SLS comprises Business Units such as Retail Mass, Corporate, Risk and Savings, Glacier, and various enabling functions. The SLS Office provides strategic direction, coordination, and governance oversight to meet business objectives.

What will you do?

The role involves providing professional financial advice, planning, and products to new and existing clients, aiming for high-quality, sustainable business that aligns with business targets. Maintaining long-term client relationships to foster loyalty and ongoing sales is essential, all within a compliant and ethical framework to support the Sanlam Group's growth and reputation.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business

• Commit to marketing plans and targets aligned with the distribution strategy.
• Utilize knowledge of market segmentation and customer profiles to support sales growth.

Focus on:

• Revenue generation (single and recurring premiums)
• Achieving activity quotas
• Promoting the Sanlam brand
• Fair treatment of customers
• Aligning role with personal career aspirations

2. Networking, prospecting, and leads generation

• Engage in face-to-face interactions for business opportunities.
• Prospect through social and business networks, associations, and presentations.
• Build trust and convert relationships into business.
• Enhance existing relationships through increased service.
• Leverage existing sources for opportunities across Sanlam businesses.
• Create personalized client value propositions.
• Market via social media.
• Generate leads through client-focused activities and campaigns.
• Identify marketing gaps within the middle-high and affluent markets.
• Request ongoing leads and referrals.
• Monitor client activities like maturities, cancellations, or surrenders.

3. Client consultations and sales

• Ensure all client interactions comply with disclosure and advice standards.
• Conduct comprehensive fact-finding and document findings.
• Perform financial needs analysis using relevant tools or systems.
• Provide sound financial planning advice.
• Present solutions professionally, adhering to Treating Customers Fairly.
• Use system tools to record and update client information.
• Review client portfolios annually with the same thorough process.

4. Client Service

• Maintain ethical, courteous, and professional interactions.
• Follow up or refer queries promptly.
• Deliver excellent, value-added service to prevent clients from seeking competitors.
• Continuously update knowledge and skills.
• Build and maintain long-term client relationships.

5. Monitoring, Updating, and Reporting

Document and present activities such as:

• Contacts, appointments, consultations
• Business issued and revenue against targets
• Client details updates
• Workflow and activity entries

Qualifications and Experience

Grade 12, with FAIS 'Fit and Proper' requirements and Regulatory Examination passed if registered with FSCA for over 24 months.

Knowledge and Skills

Financial advice, target achievement, compliance, client management, and financial planning.

Personal Attributes

Effective communication, tech-savviness, action-oriented, interpersonal skills, persuasion.

Build a successful career with us

We prioritize building strong relationships with employees, supporting your career and personal growth through opportunities across our business clusters: Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office.

Core Competencies

Collaboration, resilience, results-driven, innovation, customer focus.

Turnaround time

Shortlisting begins after the application deadline. The process duration depends on your progress and manager availability.

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