Sanlam Financial Adviser Worcester

Sanlam; Worcester; On-site; ZAR 250,000 - 400,000; Full time

Job summary

A leading financial services provider in Worcester seeks an advisor to offer tailored financial advice and maintain client relationships. The ideal candidate has Grade 12 and has completed relevant regulatory requirements. Join us for a career focused on personal growth and long-term development within a client-centered environment.

Qualifications

• Must have completed Regulatory Examination if registered with FSCA for over 24 months.
• Directive role where compliance in all client interactions is crucial.
• Understanding of market segmentation and customer profiles is essential.

Responsibilities

• Provide financial advice tailored to clients' needs.
• Engage in networking, prospecting, and lead generation.
• Maintain long-term client relationships.
• Monitor business issued and revenue against targets.
• Ensure compliance in all client interactions.

Skills

Financial advice

Client relationship management

Effective communication

Interpersonal skills

Education

Grade 12

FAIS 'Fit and Proper' requirements completed

Job description

Who are we?

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 career, personal development, and achieving great things. We pride ourselves on helping our financial advisors realize their worth.

Our company values respect for individuals and their potential. We believe in your infinite and unique worth and aim to inspire you to recognize this.

This is why we offer each contracted person at Sanlam the opportunity to make the most of their abilities, being recognized, respected, and rewarded accordingly.

What will you do?

The role involves providing professional and relevant financial advice, planning, and products to new and existing clients, tailored to their needs. You will aim to procure sustainable, high-quality business aligned with set targets, 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. Assist in growing the Sanlam Adviser Business

• Contribute to marketing plans and targets as per the distribution strategy.
• Use knowledge of market segmentation and customer profiles to support sales and growth.

Focus on activities related to:

• Revenue generation (single and recurring premiums)
• Achieving activity quotas
• Promoting the Sanlam brand
• Applying fair treatment of customers in all engagements
• Aligning role with personal career goals

2. Networking, prospecting, and lead generation

• Engage in face-to-face interactions to create business opportunities.
• Prospect through social and business networks, associations, or presentations.
• Build trust-based business relationships and enhance existing ones.
• Leverage existing sources and social media marketing to generate leads.
• Identify marketing gaps and sales opportunities within the middle-high and affluent markets.
• Implement targeted campaigns and solicit referrals.

3. Client consultations and sales

• Ensure compliance in all client interactions, including disclosures and advice.
• Conduct comprehensive fact-finding and document client needs and priorities.
• Perform financial needs analysis using appropriate tools or systems.
• Provide sound financial planning advice and present solutions professionally.
• Review client portfolios annually and update records accordingly.

4. Client Service

• Maintain ethical, courteous, and professional interactions.
• Follow up on or refer queries promptly.
• Strive for excellent service to retain clients and prevent attrition.
• Engage in continuous learning to improve service delivery.
• Build and sustain long-term client relationships.

5. Monitoring, updating, and reporting

• Track and report activities like contacts, appointments, and consultations.
• Monitor business issued and revenue against targets.
• Keep client details current and maintain workflow entries.

Qualifications and Experience

Grade 12, with Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination completed, especially if registered with FSCA for over 24 months.

Knowledge and Skills

Financial advice, support, compliance, client relationship management, financial planning, and recommendations.

Personal Attributes

Effective communication, independence, tech-savviness, action orientation, interpersonal skills, and persuasion.

Build a successful career with us

We focus on long-term relationships with our employees, supporting their career and personal growth. Sanlam’s diverse business clusters offer numerous opportunities for development.

Core Competencies

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

Turnaround time

Shortlisting begins once the application deadline passes. The process duration depends on your progress and managerial availability.