Financial Advisor JHB

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. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.

What will you do?

As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with the use of 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 in this role?

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 allocated 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 and the client public of our 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 the impact thereof.
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 organisation, where relevant.

Education and Qualification

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

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Core Competencies

• Collaborates - Contributing independently
• Being resilient - Contributing independently
• Drives results - Contributing independently
• Cultivates innovation - Contributing independently
• Customer focus - Contributing independently

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these 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.