Financial Planner : Elyon Bluestar

Sanlam; Gauteng; On-site; ZAR 300,000 - 600,000; Full time

Job summary

Sanlam, a leading financial services provider in South Africa, seeks a Financial Advisor to provide tailored financial advice and foster client loyalty. The role requires effective client consultations, compliance with standards, and achieving sales targets. Candidates should have Grade 12 and complete FAIS requirements, focusing on building strong relationships to drive success.

Qualifications

• Completion of FAIS 'Fit and Proper' requirements and Regulatory Examination.
• Registered with FSCA for over 24 months preferred.

Responsibilities

• Provide professional financial advice tailored to client needs.
• Maintain and foster long-term client relationships.
• Achieve sales targets through networking and lead generation.

Skills

Financial advice

Client management

Compliance

Financial planning

Target achievement

Education

Grade 12

Job description

Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market. We're committed to building strong, lasting relationships with our financial advisors.

We recognize your hopes for your future—your career, personal development, and achieving great things.

We pride ourselves on helping our financial advisors realize their worth. Our company values respect for individual worth and potential.

We believe your worth is infinite and unique, and we aim to inspire you to realize it. We offer each contracted person at Sanlam the opportunity to make the most of their abilities, and to be recognized, respected, and rewarded accordingly.

What will you do?

The role involves providing professional and relevant financial advice, planning, and products (sales) tailored to clients' needs. You will work towards acquiring sustainable, high-quality business in line with set targets. Maintaining and servicing clients to foster long-term loyalty, enhancing the Sanlam brand and business, is essential. All activities must be conducted ethically and compliantly.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business: Support marketing plans and targets aligned with the distribution strategy. Use knowledge of market segmentation and customer profiles to support sales growth. Achieve targets related to revenue (single and recurring premiums), activity quotas, promoting the Sanlam brand, applying fair treatment of customers in all interactions, and aligning the role with your career aspirations.
2. Networking, prospecting, and lead generation: Engage in face-to-face interactions to create opportunities. Prospect through social/business networks, associations, or presentations. Build trust and convert relationships into business. Enhance existing relationships with better service. Use existing sources to identify opportunities across Sanlam businesses. Create personalized client value propositions. Utilize social media marketing. Engage in activities to generate leads and prospects. Identify marketing gaps within the middle-high and affluent markets. Implement targeted campaigns with clients. Seek referrals and active leads. 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 appropriate tools or systems. Provide sound financial planning advice. Present solutions professionally, aligned with fair customer treatment. Use systems to record and update client information. Review portfolios annually.
4. Client Service: Maintain ethical, courteous, and professional interactions. Follow up on queries and resolve issues promptly. Deliver excellent, value-added service to retain clients. Continuously update knowledge and skills. Build long-term relationships with clients.
5. Monitoring, updating, and reporting: Track contacts, appointments, and consultations. Report on issued business and revenue against targets. Update client records regularly. Maintain accurate activity logs.

Qualifications and Experience

Grade 12, with successful completion of the Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination, especially if registered with the FSCA for over 24 months.

Knowledge and Skills

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

Personal Attributes

Effective communication, independence, tech-savviness, action orientation, interpersonal skills, and persuasion.

Build a successful career with us

We focus on building strong, lasting relationships with our employees. We support your career and personal growth, helping you realize your potential. Our diverse business clusters offer numerous opportunities for development.

Core Competencies

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

Turnaround time

Shortlisting begins after the application deadline. Processing time varies based on progress and managerial availability.