Financial Advisor - Ermelo

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans.

As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will promote sales by introducing the products using presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful?

1. The successful candidate will demonstrate strong entrepreneurial skills, be target-driven, self-disciplined, customer-centric, and able to build great client relationships.
2. Provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
3. Work in allocated key accounts and markets.
4. Offer customer service to Sanlam clients.
5. Arrange appointments with potential customers within Key Accounts and Allocated Markets.
6. Update and inform customers about new products.
7. Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as their impact.
8. Ensure Continuous Professional Development (CPD) credits, accreditations, and qualifications are up to date to maintain a quality and continuous service offering to customers.
9. Participate in knowledge-sharing platforms and training opportunities, inside and outside of the organization, where relevant.

Qualification and Experience

1. Grade 12/Matric.
2. FAIS compliant in terms of ‘fit and proper’.
3. English and any other official South African language.
4. Tech-savvy and active on different social media platforms; this is an added advantage.
5. Post-matric qualification or RE5.
6. Previous experience in sales or client services.
7. Experience at a competitor company will be an added advantage.

Knowledge and Skills

1. Client Communication and Sales administration
2. Service and Support
3. Workflow management and reporting
4. Partnership Building
5. Client Service Orientation
6. Ability to influence client decisions
7. Confident decision maker
8. Great business acumen
9. Adhering to principles and values
10. Analytical
11. Proactive
12. Ability to cope with pressure and setbacks
13. Exceptional interpersonal skills
14. Trustworthy
15. Detail-oriented
16. Activity management

Core Competencies

1. Cultivates innovation - Contributing independently
2. Customer focus - Contributing independently
3. Drives results - Contributing independently
4. Collaborates - Contributing independently
5. Being resilient - Contributing independently

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive, and equitable workplace, which we believe are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.