Sanlam Financial Planner Ceres
- Location
- Western Cape
- Minimum qualification
- Matric / Grade 12
- Closing date
First listed . Last checked at source .
In brief
Overview This role at Sanlam Group in Ceres involves providing professional financial advice, planning, and product sales to both new and existing clients. The primary purpose is to procure sustainable, high-quality business, maintain client relationships to build loyalty, and generate ongoing sales, all while operating in a compliant and ethical manner to strengthen the Sanlam Group brand. What you will do * Provide new and existing clients with professional and relevant financial advice, planning, and product sales. * Undertake the procurement of sustainable business of a high quality, in accordance with set business targets. * Maintain and service clients to build long-term relationships, loyalty, and ongoing sales. * Conduct all activities in a compliant and ethical manner. * Assist in growing the Sanlam Adviser Business by committing to marketing plans and targets. * Apply knowledge of market segmentation and customer profiles to support sales and growth. * Attain targets relating to revenue generation (single and recurring premiums) and activity quotas. * Promote the Sanlam brand and apply Treating Customers Fairly principles in all client engagements. * Engage in networking, prospecting, and leads generation through face-to-face interactions, social/business networks, associations, presentations, and social media marketing. * Turn trusted relationships into business relationships and strengthen existing ones. * Mine existing client bases and establish opportunities across Sanlam businesses. * Structure and implement focused campaigns with new or existing clients. * Request active and ongoing leads and referrals. * Monitor and respond to client activities such as maturities, cancellations, or surrenders. * Ensure all client interactions are compliant regarding disclosures and advice, providing required written/electronic information. * Undertake comprehensive fact-finding with each client to identify needs and priorities, documenting findings. * Conduct financial needs analysis using e-tools/instruments/systems, or utilize a Para-Planner. * Provide sound personal financial planning advice and create balanced portfolios. * Present financial solutions professionally and competently, aligned to Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records. * Review client portfolios annually. * Ensure all client interactions are ethical, courteous, and professional. * Follow-up or refer existing business queries for timely resolution. * Strive for excellent, value-added service to clients. * Undertake continuous learning to stay updated on knowledge, skills, and market/industry issues. * Initiate long-term client relationships and maintain a relational focus. * Monitor, update, and report weekly/monthly on activities such as contacts, appointments, consultations, issued business, and revenue against targets. * Update client details on records and make 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 suited for an individual committed to providing professional financial advice and sales, focused on procuring sustainable business and maintaining long-term client relationships. The ideal candidate will be target-driven, ethical, compliant, and proactive in networking and client engagement. They should be dedicated to client service excellence, continuous learning, and capable of detailed reporting. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/sanlam-financial-planner-ceres-sanlam-5 Source: myjobmag
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Job description
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