Sanlam Financial Adviser : Sfg

Sanlam Limited; Cape Town; On-site; ZAR 300 000 - 400 000; Full time

Job summary

A leading financial services provider in Cape Town seeks a Financial Advisor to provide professional financial advice to new and existing clients. The role involves maintaining long-term client relationships and achieving business targets. Ideal candidates will have Grade 12 and meet regulatory requirements for financial advisory practice. This position offers opportunities for growth and development in a supportive environment.

Qualifications

• Completed Financial Advisory and Intermediary Services Act (FAIS) requirements.
• Registered with FSCA for more than 24 months.

Responsibilities

• Provide professional financial advice to clients.
• Undertake comprehensive client needs analysis.
• Maintain and service long-term client relationships.
• Document and report business activities weekly/monthly.

Skills

Financial advice and support

Production target achievement

Interpersonal skills

Effective communication

Tech savvy

Education

Grade 12

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 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?

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 within the defined market.

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

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.

Turning trusted relationships into business relationships.

Strengthening existing relationships by increasing the current service.

Client consultations and sales

Ensure all client interactions are compliant in terms of disclosures and advice given.

Undertake comprehensive fact finding with each client to lift needs and priorities.

Conduct a financial needs analysis to ascertain the clients full financial situation.

Provide sound personal financial planning advice.

Client Service

Ensure all client interactions are ethical, courteous and professional.

Follow-up or refer all existing business queries to be resolved timeously.

Strive for excellent, value-added service to clients.

Monitor, update and reporting (weekly / monthly)

Document and present the following activities :

• Number and profile of contacts, appointments, consultations.
• Issued business and revenue against targets.

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

Personal Attributes

Communicates effectively

Tech savvy

Action orientated

Interpersonal savvy

Persuades

Core Competencies

Collaborates

Being resilient

Drives results

Cultivates innovation

Customer focus