Sanlam Financial Adviser: Evagor MOB

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 achieving great things. We pride ourselves in helping our financial advisors to realize their worth.

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs and requirements. Undertake the procurement of sustainable business of high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship that builds loyalty to the brand and generates ongoing advice and sales.

What will make you successful in this role?

1. 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 behaviors 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

2. 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.
• Strengthening existing relationships by increasing the current service.
• Use existing sources to establish opportunities across Sanlam businesses.
• Personalized client value propositions.
• Marketing on social media.
• Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.

3. 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 client's full financial situation.
• Provide sound personal financial planning advice.
• Present financial solutions to the client in a professional and competent manner.

4. Client Service

• Ensure all client interactions are ethical, courteous, and professional.
• Strive for excellent, value-added service to clients.
• Initiate long-term client relationships and maintain a relational focus.

5. 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
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Personal Attributes

• Communicates effectively
• Tech savvy
• Action-oriented
• Interpersonal savvy
• Persuasive

Build a successful career with us

We pride ourselves in helping our employees to realize their worth. Through its five business clusters, the group provides many opportunities for growth and development.

Core Competencies

• Collaborates
• Being resilient
• Drives results
• Cultivates innovation
• Customer focus

Turnaround time

The shortlisting process will only start once the application due date has been reached.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity.