Production Planner Market Related

Aberdare Cables (Pty) Ltd Head Office; Pietermaritzburg; On-site; ZAR 20 000 - 40 000; Full time

Job summary

Ein etabliertes Unternehmen im Finanzdienstleistungssektor sucht einen engagierten Berater, der neue und bestehende Kunden mit maßgeschneiderter Finanzberatung unterstützt. In dieser Rolle sind Sie verantwortlich für die Akquise von qualitativ hochwertigen Geschäften und den Aufbau langfristiger Kundenbeziehungen. Sie werden auch in der Lage sein, Ihre Kommunikationsfähigkeiten und Ihr Wissen über Marktsegmente zu nutzen, um die Sanlam Adviser Business zu fördern. Wenn Sie eine Leidenschaft für Finanzdienstleistungen haben und in einem dynamischen Umfeld arbeiten möchten, ist dies die perfekte Gelegenheit für Sie.

Qualifications

• Abschluss der Grade 12 und FAIS-Anforderungen.
• Erfahrung in der Finanzberatung und Kundenmanagement.

Responsibilities

• Bereitstellung professioneller Finanzberatung für neue und bestehende Kunden.
• Aufbau und Pflege langfristiger Kundenbeziehungen.

Skills

Finanzberatung

Compliance

Kundenmanagement

Finanzplanung

Netzwerken

Education

Grade 12

FAIS 'Fit and Proper' Anforderungen

Job description

Who are we? 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.

Our Philosophy

We know that you have hopes for your future – your career, your personal development, and achieving great things. We pride ourselves in helping our financial advisors realize their worth. Our company is built on respect for what people are worth and an appreciation for what they can become.

Our Commitment

We believe your worth is infinite and unique – and we want to inspire you to realize this worth. We offer every contracted person at Sanlam the opportunity to make the most of who they are, to be recognized, respected, and rewarded for their capabilities.

Role Overview

The purpose of this role is to provide new and existing clients with professional, relevant financial advice, planning, and products tailored to their needs.

1. Procure sustainable, high-quality business aligned with set targets.
2. Maintain and service clients to build loyalty and generate ongoing advice and sales.
3. Operate within compliance and ethical standards to support the Sanlam Group’s business and brand.

Success Factors

To succeed, you should:

1. Assist in growing the Sanlam Adviser Business.
2. Be committed to marketing plans and targets.
3. Apply knowledge of market segmentation and customer profiles.
4. Engage in networking, prospecting, and lead generation.
5. Build and strengthen client relationships.
6. Utilize social media for marketing.
7. Ensure all client interactions are compliant and professional.
8. Conduct comprehensive financial needs analyses.
9. Provide sound financial advice and solutions.
10. Deliver excellent client service and maintain long-term relationships.

Qualifications and Skills

Grade 12, with FAIS 'Fit and Proper' requirements and Regulatory Examination passed if registered with FSCA for over 24 months. Skills include financial advice, compliance, client management, and financial planning.

Personal Attributes

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

Career Development

Join us to build a successful career with opportunities for growth across various business clusters.

Core Competencies

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

Additional Information

The application process begins after the deadline. We are committed to transformation, diversity, and an inclusive work environment, believing these are key to our sustainable success in South Africa.