Sanlam Financial Adviser Worcester

In brief

**Overview** This role is for a Financial Adviser at Sanlam Group in Worcester. The primary purpose is to deliver professional financial advice, planning, and product sales to both new and existing clients, ensuring these offerings meet their specific needs. The position also entails securing high-quality, sustainable business, maintaining client relationships to foster loyalty and ongoing sales, and operating within a compliant and ethical framework to support the Sanlam Group's business and brand. **What you will do** Key responsibilities include: * Providing professional financial advice, planning, and product sales to new and existing clients. * Procuring high-quality, sustainable business in line with set targets. * Maintaining and servicing clients to build long-term relationships, brand loyalty, and ongoing sales. * Operating in a compliant and ethical manner to sustain the Sanlam Group business and brand. * Assisting in growing the Sanlam Adviser Business by committing to marketing plans and targets. * Applying knowledge of market segmentation and customer profiles to support sales and growth. * Attaining targets related to revenue generation (single and recurring premiums) and activity quotas. * Promoting the Sanlam brand and applying Treating Customers Fairly principles to all client engagements. * Engaging in networking, prospecting, and leads generation through face-to-face interactions, creative opportunities (business/social networks, presentations), and social media marketing. * Converting trusted relationships into business relationships and strengthening existing ones. * Utilizing existing sources to identify opportunities across Sanlam businesses and creating personalized client value propositions. * Conducting client-focused activities to generate leads, informally prospecting, and mining existing client bases (middle-high and affluent market). * Structuring and implementing focused campaigns with new or existing clients. * Actively requesting leads and referrals and monitoring/responding to client activities such as maturities, cancellations, or surrenders. * Ensuring all client interactions are compliant (disclosures, written information). * Undertaking comprehensive fact-finding with clients and documenting findings. * Conducting financial needs analyses using relevant e-tools/instruments or systems, or utilizing a Para-Planner, and drawing policy history. * Providing sound personal financial planning advice and presenting financial solutions professionally. * Capturing analysis information and updating records using relevant processes and system tools. * Reviewing client portfolios annually. * Ensuring all client interactions are ethical, courteous, and professional. * Following up on or referring existing business queries for timely resolution. * Striving for excellent, value-added service to clients. * Undertaking continuous learning regarding knowledge, skills, and market/industry issues. * Initiating and maintaining long-term client relationships with a relational focus. * Monitoring, updating, and reporting weekly/monthly on the number and profile of contacts, appointments, and consultations; issued business and revenue against targets; and updating client details on records, along with appropriate workflow and activity monitor system entries. **Requirements (from the original advert)** * 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. **Who should apply** This role is suitable for individuals who are committed to achieving marketing plans and targets, possess knowledge of market segmentation and customer profiles, and are driven to generate revenue and meet activity quotas while promoting the Sanlam brand. Ideal candidates prioritize treating customers fairly, align their personal career aspirations with the role, and are proficient in networking, prospecting, and lead generation across various platforms, including social media. They should be skilled in conducting compliant and thorough client consultations, providing sound financial advice, and ensuring excellent client service through continuous learning and building long-term relationships. Applicants must also be capable of diligent monitoring, updating, and reporting of their activities. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sanlam-financial-adviser-worcester-sanlam-18 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

Job description

Before you apply

• Confirm the requirements and closing date on the original listing (myjobmag). SPANi lists vacancies from other sites and may not reflect last-minute changes.
• Legitimate employers do not charge application, registration or training fees.
• Don't send your ID or bank details before you have confirmed the employer is real.

How to spot a job scam

Before you apply

• Read the full advert and confirm you meet the minimum requirements before applying.
• Tailor your CV headline and most recent experience to the job title and key skills.
• Note the closing date and reference number, and keep a copy of what you submit.
• Apply only through the employer or job board link — never pay to apply.