Financial Planner : Sakhumzi Mob

Sanlam Investments; Gauteng; On-site; ZAR 25 000 - 50 000; Full time

Job summary

An established industry player is seeking a Financial Planner to provide expert financial advice and build lasting client relationships. In this dynamic role, you will focus on generating leads, achieving sales targets, and ensuring compliance with industry standards. The ideal candidate will possess a strong sales background and a commitment to ethical practices, driving sustainable business growth. Join a team dedicated to delivering exceptional service and fostering client loyalty in a competitive market.

Qualifications

• Grade 12 and FAIS 'Fit and Proper' requirements are essential.
• Experience in sales or business development roles is preferred.

Responsibilities

• Provide professional financial advice and maintain client relationships.
• Engage in networking and lead generation to support business growth.

Skills

Financial Planning

Sales Experience

Client Relationship Management

Networking

Education

Grade 12

FAIS 'Fit and Proper' Requirements

Regulatory Examination

Job description

Job Title: Financial Planner : Sakhumzi MOB
Job Location: Gauteng, Soweto
Deadline: May 28

What will you do?

The role involves providing professional financial advice, planning, and suitable products to both new and existing clients. You will aim to procure sustainable, high-quality business aligned with set targets. Maintaining and servicing these clients fosters long-term loyalty, ongoing advice, and sales. All activities must be conducted ethically and compliantly to build and sustain the Sanlam Group's business and brand.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business.
2. Be committed to marketing plans and targets, supporting business growth as per the distribution strategy.
3. Use knowledge of market segmentation and customer profiles to support sales within the defined market.
4. Achieve revenue and activity quotas, promoting the Sanlam brand and ensuring fair treatment of customers.
5. Engage in networking, prospecting, and lead generation through face-to-face interactions, social, or business events.
6. Convert trusted relationships into business opportunities and strengthen existing relationships by increasing service levels.
7. Utilize existing sources to identify opportunities across Sanlam businesses.
8. Create personalized client value propositions and leverage social media for marketing.
9. Generate leads through client-focused activities and identify marketing gaps within the target market.
10. Implement focused campaigns and solicit ongoing leads and referrals.
11. Monitor client activities such as maturities, cancellations, or surrenders within the target market.
12. Conduct client consultations, ensuring all interactions comply with disclosure and advice standards, including comprehensive fact-finding and financial needs analysis.
13. Provide sound financial planning advice, presenting solutions professionally and aligned with fair customer treatment principles.
14. Use systems to record analysis and update client records, reviewing portfolios annually.
15. Deliver excellent, ethical, and courteous client service, following up on queries and ensuring client retention.
16. Engage in continuous learning about industry issues to better serve clients.
17. Build and maintain long-term client relationships, regularly monitoring and reporting on activities.

Qualifications and Experience

• Grade 12
• Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements
• Regulatory Examination completed successfully (if registered with FSCA for over 24 months)
• Experience in sales, retail, or business development roles