At a Glance
- Tasks: Provide tailored financial advice and build lasting client relationships.
- Company: Join Sanlam, a leading financial services provider in South Africa.
- Benefits: Opportunities for personal growth, competitive salary, and a supportive work environment.
- Other info: Dynamic career growth opportunities across various business clusters.
- Why this job: Make a real impact by helping clients achieve their financial goals.
- Qualifications: Grade 12 and relevant financial advisory qualifications.
The predicted salary is between 30000 - 40000 € per year.
Who are we? Sanlam Life Ltd is one of the top financial services providers in the South African market.
What will you do? 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. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
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
- Treat customers fairly in all client engagements
- Role is aligned to your personal career aspirations
- 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
- Use existing sources to establish opportunities across Sanlam businesses
- Personalised client value propositions
- Marketing on social media
- Undertake selected client-focused activities to generate leads and informal prospecting opportunities
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market
- Structuring and implementing focused campaigns with new or existing clients in the defined market
- Requesting active and ongoing leads and referrals from others
- Monitoring and responding to client activities such as maturities, cancellations or surrenders within the defined market
- Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/electronic information required for compliance)
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings
- Conduct a financial needs analysis, using the relevant e-tools/instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history)
- Provide sound personal financial planning advice
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly
- Use relevant processes and system tools to capture analysis information and update records accordingly
- Review client’s portfolio annually by undertaking the above steps
- Client service – ensure all client interactions are ethical, courteous and professional
- Follow-up or refer all existing business queries to be resolved timeously through support
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services
- Undertake continuous learning in terms of knowledge, skills and market/industry issues to service clients within the defined market
- Initiate long-term client relationships and maintain a relational focus
- 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
- Update client details on records
- Appropriate workflow and activity monitor system entries
Qualification And Experience:
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with the 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 – contributing independently
- Tech savvy – contributing independently
- Action oriented – contributing independently
- Interpersonal savvy – contributing independently
- Persuades – contributing independently
Build a Successful Career with Us
We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and your desire to achieve great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
Core Competencies:
- Collaborates – contributing independently
- Being resilient – contributing independently
- Drives results – contributing independently
- Cultivates innovation – contributing independently
- Customer focus – contributing independently
Sanlam Financial Adviser Bredasdorp in Worcester employer: Sanlam
Sanlam Life Ltd is an exceptional employer that prioritises the growth and development of its employees, offering a supportive work culture that fosters strong, lasting relationships. Located in Bredasdorp, this role as a Financial Adviser provides unique opportunities for personal and professional advancement within a leading financial services provider, alongside a commitment to ethical practices and client satisfaction. Employees benefit from comprehensive training, networking opportunities, and a focus on achieving personal career aspirations, making it a rewarding place to build a successful career.
StudySmarter Expert Advice🤫
We think this is how you could land Sanlam Financial Adviser Bredasdorp in Worcester
✨Tip Number 1
Networking is key! Get out there and connect with people in the industry. Attend events, join local business groups, or even hit up social media platforms like LinkedIn to build relationships that could lead to job opportunities.
✨Tip Number 2
Don’t underestimate the power of follow-ups. After meeting someone or having an interview, drop them a quick message to thank them for their time and express your interest. It keeps you on their radar and shows you're genuinely keen.
✨Tip Number 3
Be proactive in seeking out leads. Use your existing network to ask for referrals or introductions. The more people know you’re looking for opportunities, the better your chances of landing that perfect role.
✨Tip Number 4
When you get the chance to meet potential clients or employers, make sure to showcase your knowledge and skills. Prepare a few talking points about how you can add value to their business, especially in financial planning and client relationship management.
We think you need these skills to ace Sanlam Financial Adviser Bredasdorp in Worcester
Some tips for your application 🫡
Know Your Stuff:Before you start writing, make sure you understand the role and what Sanlam is all about. Dive into the job description and highlight key points that resonate with your experience. This will help you tailor your application to show how you're the perfect fit!
Be Personal and Professional:When crafting your application, strike a balance between being personable and professional. Use a friendly tone but keep it respectful. Remember, you're aiming to build long-term relationships, so let your personality shine through while maintaining professionalism.
Showcase Your Skills:Highlight your relevant skills and experiences that align with the job requirements. Use specific examples to demonstrate how you've successfully provided financial advice or built client relationships in the past. This will make your application stand out!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re serious about joining the Sanlam team!
How to prepare for a job interview at Sanlam
✨Know Your Financial Stuff
Make sure you brush up on your financial knowledge before the interview. Understand the products and services offered by Sanlam, and be ready to discuss how you can provide tailored financial advice to clients. This will show that you're not just interested in the role, but that you’re also knowledgeable and prepared.
✨Showcase Your Relationship Skills
Since building long-term client relationships is key, think of examples from your past experiences where you've successfully nurtured client relationships. Be ready to share how you’ve turned prospects into loyal clients and how you maintain those connections over time.
✨Prepare for Compliance Questions
Given the importance of compliance in this role, be prepared to discuss how you ensure ethical practices in your client interactions. Familiarise yourself with the Financial Advisory and Intermediary Services Act (FAIS) and be ready to explain how you would apply these regulations in your day-to-day work.
✨Demonstrate Your Sales Acumen
Sales targets are a big part of this role, so come prepared with examples of how you've met or exceeded sales goals in the past. Think about specific strategies you used for lead generation and how you can apply those to grow the Sanlam Adviser Business.
