Sanlam Financial Adviser - Pretoria

Sanlam; Pretoria; On-site; ZAR 30,000 - 55,000; Full time

Job summary

A leading company in financial services is looking for a Financial Advisor to provide expert advice and build strong client relationships. You will be responsible for achieving sales targets while maintaining ethical interactions, promoting the brand, and ensuring compliance with industry regulations. This role fosters personal and professional growth through diverse opportunities in the finance sector.

Qualifications

• Successful completion of Regulatory Examination if registered with FSCA for over 24 months.
• Effective communication and interpersonal skills.
• Action-oriented with a focus on client needs.

Responsibilities

• Provide professional financial advice and maintain long-term client relationships.
• Achieve targets related to revenue, activity quotas, and brand promotion.
• Conduct comprehensive consultations and ensure compliance with disclosures.

Skills

Financial advice

Client relationship management

Compliance and risk management

Target achievement

Budgeting

Education

Grade 12 with FAIS requirements

Job description

Who are we?

Sanlam Life and Savings (SLS) focuses on serving retail and corporate clients in South Africa, developing strategic advantages in the market. It comprises various business units including Retail Mass, Corporate, Risk and Savings, Glacier, and enabling functions. The SLS Office provides strategic direction, coordination, governance oversight, and assurance to meet business objectives.

What will you do?

This role involves providing clients with professional financial advice, planning, and suitable products. You will procure high-quality, sustainable business, maintain long-term client relationships, and promote the Sanlam brand ethically and compliantly to support business growth.

What will make you successful in this role?

1. Growing the Sanlam Adviser Business

• Support marketing plans and targets aligned with the distribution strategy.
• Use market segmentation and customer profiles to support sales growth.

Achieve targets related to:

• Revenue (single and recurring premiums)
• Activity quotas
• Brand promotion
• Customer fairness
• Career alignment

2. Networking, prospecting, and lead generation

• Engage in face-to-face and social/business interactions to create opportunities.
• Prospect through networks, associations, or presentations.
• Build trust to convert relationships into business.
• Strengthen existing relationships and increase service levels.
• Utilize sources for opportunities across Sanlam businesses.
• Create personalized value propositions and market via social media.
• Generate leads through client activities and campaigns.
• Identify marketing gaps and sales opportunities within target markets.
• Request ongoing referrals and monitor client activities like maturities and surrenders.

3. Client consultations and sales

• Ensure compliance and proper disclosures during client interactions.
• Conduct comprehensive fact-finding and document findings.
• Use tools to analyze clients' financial situations and develop plans.
• Provide sound financial advice and present solutions professionally.
• Update records and review portfolios annually.

4. Client Service

• Maintain ethical, courteous, and professional interactions.
• Resolve queries promptly and strive for excellent service.
• Continuously update knowledge to serve clients effectively.
• Build long-term relationships with a focus on client needs.

5. Monitoring, updating, and reporting

• Track activities such as contacts, appointments, and consultations.
• Report on business issued and revenue against targets.
• Keep client details current and record activities accurately.

Qualifications and Experience

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

Knowledge and Skills

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

Personal Attributes

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

Career Development

We support career growth through opportunities across our business clusters, fostering personal and professional development.

Core Competencies

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

Turnaround Time

Shortlisting begins after application deadline; process duration depends on progress and manager availability.

Our Commitment to Transformation

Sanlam is dedicated to diversity, inclusion, and transformation, considering Employment Equity targets during selection.