Sanlam Financial Adviser: Potchefstroom / Klerksdorp

Sanlam Limited; Klerksdorp, Potchefstroom; On-site; ZAR 30 000 - 70 000; Full time

Job summary

Join a forward-thinking financial services provider dedicated to building lasting relationships with clients. As a Financial Adviser, you will play a pivotal role in delivering tailored financial advice and planning services, ensuring compliance and fostering client loyalty. This dynamic position involves networking, prospecting, and maintaining relationships that drive business growth. With a commitment to transformation and diversity, this innovative firm offers a supportive environment where your contributions will be valued. If you're passionate about helping others achieve their financial goals and thrive in a collaborative setting, this opportunity is perfect for you.

Qualifications

• Grade 12 and FAIS requirements must be met for the role.
• Experience in financial advisory services is essential.

Responsibilities

• Provide professional financial advice to clients.
• Grow the Sanlam Adviser Business through networking and client service.
• Conduct financial needs analysis for clients.

Skills

Financial advice and support

Client relationship management

Compliance and risk management

Production target achievement

Financial planning and recommendations

Education

Grade 12

FAIS requirements

Job description

Sanlam Financial Adviser: Potchefstroom / Klerksdorp

Location: Potchefstroom, North West, 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 as set forward by the distribution strategy.
   • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.
2. Networking, prospecting and leads generation
   • Face to face interactions, social or business, to create business opportunities.
   • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
   • Strengthening existing relationships by increasing the current service.
3. Client consultations and sales
   • Ensure all client interactions are compliant in terms of disclosures and advice given.
   • Conduct a financial needs analysis to ascertain the clients full financial situation.
   • Provide sound personal financial planning advice.
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 activities including 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, which are key components to ensuring a thriving and sustainable business in South Africa.