Sanlam Financial Adviser: Independent Solutions Unit - Pretoria

Sanlam Financial Adviser: Independent Solutions Unit - Pretoria

Date: 29 Jan 2025

Location: Pretoria, Gauteng, ZA

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. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business

• Be committed to the marketing plans and targets set for growing and developing the business.
• Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.

Undertake relevant behaviours to attain targets relating to:

• Revenue generation (Single and recurring premiums)
• Activity quotas
• Promote the Sanlam brand
• Treating customers fairly to be applied to all client engagements

2. Networking, prospecting and leads generation

• Face to face interactions, social or business, to create business opportunities.
• Prospecting of new clients through creative opportunities.
• Strengthening existing relationships by increasing the current service.
• Mining of existing client base to identify marketing gaps and sales opportunities.

3.Client consultations and sales

• Ensure all client interactions are compliant in terms of disclosures and advice given.
• Conduct a financial needs analysis, using the relevant e-tools.
• Provide sound personal financial planning advice.
• Review client’s portfolio annually.

4. Client Service

• Ensure all client interactions are ethical, courteous and professional.
• Strive for excellent, value-added service to clients.

5. Monitor, update and reporting (weekly/monthly)

• Document and present the number and profile of contacts, appointments, consultations.
• Update client details on records.

Qualification and Experience

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively
• Tech savvy
• Action orientated
• Interpersonal savvy
• Persuades

Core Competencies

• Collaborates
• Being resilient
• Drives results
• Cultivates innovation
• Customer focus

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity.