Sanlam Financial Adviser : Limpopo

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

Job summary

A leading financial services provider in South Africa seeks a Financial Advisor to deliver tailored financial advice to clients. The role emphasizes building strong client relationships and achieving sales targets while maintaining compliance and ethical standards. Join a company committed to your growth and success in the financial industry.

Qualifications

• Grade 12 and FAIS requirements for financial advisors.
• Regulatory Examination passed if registered with FSCA for over 24 months.

Responsibilities

• Provide professional financial advice to clients.
• Maintain and service clients to build loyalty.
• Generate leads and referrals actively.

Skills

Financial advice and support

Target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS 'Fit and Proper' requirements

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 understand your aspirations for your future – in your career, personal development, and achieving great things.

We pride ourselves on helping our financial advisors realize their worth. Our company is founded on respect for individual potential and an appreciation for what people can become.

We believe 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 capabilities, be recognized, respected, and rewarded.

Role Purpose

The role involves providing professional, relevant financial advice, planning, and products to new and existing clients tailored to their needs.

Key Responsibilities

1. Procure sustainable, high-quality business in line with set targets.
2. Maintain and service clients to build loyalty and generate ongoing advice and sales.
3. Operate within a compliant and ethical framework to support the Sanlam Group's business and brand.

Success Factors

• Assist in growing the Sanlam Adviser Business.
• Commit to marketing plans and targets as per the distribution strategy.
• Utilize knowledge of market segmentation and customer profiles to support sales growth.
• Engage in networking, prospecting, and lead generation through face-to-face and social interactions.
• Develop personalized client value propositions and leverage social media for marketing.
• Identify marketing gaps within the existing client base and implement focused campaigns.
• Generate leads and referrals actively.
• Monitor client activities and respond accordingly.
• Conduct client consultations, ensuring compliance with disclosure and advice standards.
• Perform comprehensive financial needs analyses and provide sound financial planning advice.
• Maintain ethical, courteous, and professional client interactions.
• Strive for excellent service, continuous learning, and long-term client relationship building.

Qualifications and Experience

• Grade 12
• FAIS 'Fit and Proper' requirements and Regulatory Examination passed, if registered with FSCA for over 24 months.

Knowledge and Skills

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

Personal Attributes

• Effective communicator
• Tech-savvy
• Action-oriented
• Interpersonal skills
• Persuasive

Career Growth

Join us to build a successful career. We focus on fostering strong, lasting relationships with our employees and helping them realize their worth.

Group Opportunities

Through our diverse business clusters, we offer numerous opportunities for growth and development.

Core Competencies

• Collaboration
• Resilience
• Results-driven
• Innovation
• Customer focus

Additional Information

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

Our Commitment to Diversity

Sanlam is dedicated to transformation, diversity, and inclusion, vital for a thriving, sustainable business in South Africa.