Sanlam Financial Adviser : Provisory MOB

Sanlam; Wes-Kaap; 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 solutions and foster enduring client relationships. This role emphasizes the importance of ethical practices while achieving sales targets and compliance, thus enhancing both client satisfaction and business growth. Candidates should possess a Grade 12 qualification and meet regulatory requirements, with a focus on interpersonal skills and financial acumen.

Qualifications

• Grade 12 qualification is essential.
• Must meet FAIS requirements, with Regulatory Examination passed if registered for over 24 months.

Responsibilities

• Provide professional financial advice and planning.
• Build and maintain client relationships.
• Achieve revenue targets and compliance.

Skills

Financial advice

Compliance

Client management

Financial planning

Target achievement

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 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 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. We know that your worth is infinite and unique – and want to inspire you to realize this worth.

This is why we give each contracted person at Sanlam the opportunity to make the most of who they are, and to be recognized, respected, and rewarded for their capabilities.

What will you do?

The role's purpose is to provide clients with professional, relevant financial advice, planning, and products suited to their needs. Undertake the procurement of high-quality, sustainable business aligned with set targets. Maintain and service clients to build loyalty and generate ongoing advice and sales. Ensure all activities comply with ethical standards, supporting the growth of the Sanlam Group’s business and brand.

What will make you successful in this role?

1. Assist in growing the Sanlam Adviser Business

• Support marketing plans and targets for business growth as per the distribution strategy.
• Use knowledge of market segmentation and customer profiles to support sales within the defined market.

Achieve targets related to:

• Revenue generation (single and recurring premiums)
• Activity quotas
• Promoting the Sanlam brand
• Treating customers fairly in all engagements
• Aligning the role with personal career aspirations

2. Networking, prospecting, and lead generation

• Engage in face-to-face interactions to create business opportunities.
• Prospect through social or business networks, associations, or presentations.
• Build trust-based relationships that convert into business.
• Enhance existing relationships with increased service.
• Leverage sources across Sanlam’s businesses for opportunities.
• Create personalized client value propositions.
• Market on social media platforms.
• Generate leads through targeted activities and campaigns.
• Identify marketing gaps and sales opportunities within the middle-high and affluent markets.
• Request referrals and monitor client activities like maturities or surrenders.

3. Client consultations and sales

• Ensure compliance and proper disclosures during client interactions.
• Conduct comprehensive fact-finding and document findings.
• Perform financial needs analysis using relevant tools or systems, or involve a Para-Planner.
• Provide sound financial planning advice suited to client needs.
• Present solutions professionally, adhering to Treating Customers Fairly principles.
• Use systems to record analysis and update records.
• Review portfolios annually using the same process.

4. Client Service

• Maintain ethical, courteous, and professional interactions.
• Follow up on queries through support channels.
• Strive for excellent service to retain clients.
• Continuously update knowledge and skills.
• Build long-term client relationships with a focus on rapport.

5. Monitoring, updating, and reporting (weekly/monthly)

Document and present:

• Contacts, appointments, consultations
• Business issued and revenue against targets
• Client details updates
• Workflow and activity entries

Qualifications and Experience

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

Knowledge and Skills

Financial advice, support, target achievement, compliance, client management, financial planning.

Personal Attributes

Effective communication, tech-savvy, action-oriented, interpersonal skills, persuasion.

Build a successful career with us

We focus on long-term relationships with our employees, supporting their growth and development through our diverse business clusters.

Core Competencies

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

Turnaround time

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