Financial Planner - Kimberley 2024

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

Job summary

Sanlam Life Ltd is seeking a financial advisor to provide tailored financial advice and build lasting client relationships. The role involves achieving sales targets, maintaining compliance, and delivering exceptional client service. Candidates should have a Grade 12 qualification and relevant certifications, with strong communication and interpersonal skills.

Qualifications

• Grade 12 and FAIS certification required.
• Experience with financial advice and client management is essential.

Responsibilities

• Provide professional financial advice to clients.
• Engage in networking and lead generation activities.
• Conduct comprehensive client consultations and sales.

Skills

Financial advice

Client management

Compliance

Target achievement

Financial planning

Education

Grade 12

FAIS 'Fit and Proper' certification

Job description

Sanlam Life Ltd Job Description

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 support 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 that your worth is infinite and unique, and we aim to inspire you to recognize this.

We offer every contracted person at Sanlam the opportunity to maximize their potential, be recognized, respected, and rewarded for their capabilities.

What will you do?

The role involves providing new and existing clients with professional, relevant financial advice, planning, and products tailored to their needs. You will undertake the procurement of sustainable, high-quality business aligned with set targets. Maintaining and servicing clients to foster long-term loyalty, while building and sustaining the Sanlam brand ethically and compliantly, is essential.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business

• Commit to marketing plans and targets for business growth as per the distribution strategy.
• Use knowledge of market segmentation and customer profiles to support sales and growth.

Achieve targets related to:

• Revenue (single and recurring premiums)
• Activity quotas
• Promotion of the Sanlam brand
• Fair treatment of customers in all engagements
• Aligning the role with personal career aspirations

2. Networking, prospecting, and lead generation

• Engage in face-to-face interactions to create business opportunities.
• Prospect through social or business networks, associations, or presentations.
• Convert trusted relationships into business relationships.
• Enhance existing relationships with increased service.
• Utilize existing sources to identify opportunities across Sanlam businesses.
• Create personalized client value propositions.
• Market on social media.
• Engage in activities to generate leads and prospects.
• Identify marketing gaps and sales opportunities within the middle-high and affluent markets.
• Implement targeted campaigns with clients.
• Request ongoing leads and referrals.
• Monitor client activities like maturities, cancellations, or surrenders.

3. Client consultations and sales

• Ensure all interactions comply with disclosure and advice standards.
• Conduct comprehensive fact-finding to understand client needs; document findings.
• Perform financial needs analysis using relevant tools or systems.
• Provide sound financial planning advice.
• Present solutions professionally, aligned with fair treatment principles.
• Update records accurately using system tools.
• Review client portfolios annually.

4. Client Service

• Maintain ethical, courteous, and professional interactions.
• Follow up on queries through support channels.
• Deliver excellent, value-added service to retain clients.
• Continuously update knowledge and skills.
• Build long-term relationships with clients.

5. Monitoring, updating, and reporting

Document and present activities such as contacts, consultations, business issued, revenue, and client details regularly.

Qualifications and Experience

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

Knowledge and Skills

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

Personal Attributes

Effective communication, independence, tech-savviness, action-oriented, interpersonal skills, persuasive abilities.

Build a Successful Career with Us

We value long-term relationships with our employees, supporting your career and personal growth. Our diverse business clusters provide ample opportunities for development.

Core Competencies

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

Turnaround Time

The shortlisting process begins after the application deadline; duration depends on progress and management availability.