Sanlam Financial Adviser: Cape MOB at Sanlam Group

In brief

Overview This full-time role is for a Sanlam Financial Adviser in the Cape MOB team, located in Western Cape, specifically Cape Town. Sanlam, established in 1918, is a prominent part of the South African business landscape with a long-term view of adapting business to its environment. The company operates in a dynamic world, addressing evolving social, economic, political, and environmental imperatives. What you will do The primary purpose of this role is to provide new and existing clients with professional and relevant financial advice, planning, and products (sales) tailored to their needs. You will be responsible for procuring sustainable, high-quality business in line with set targets, and maintaining/servicing these clients to build long-term relationships, foster brand loyalty, and generate ongoing advice and sales. All activities must be undertaken in a compliant and ethical manner, contributing to the building and sustaining of the Sanlam Group business and brand. Key responsibilities also include: * Assisting in growing the Sanlam Adviser Business by committing to marketing plans and targets defined by the distribution strategy, and applying knowledge of market segmentation and customer profiles to support sales. * Attaining targets related to revenue generation (single and recurring premiums) and activity quotas, promoting the Sanlam brand, and applying Treating Customers Fairly principles in all client engagements. * Engaging in networking, prospecting, and lead generation through face-to-face interactions, social/business networks, associations, ad hoc presentations, strengthening existing relationships, using internal sources for opportunities, personalized client value propositions, social media marketing, and structured campaigns, as well as requesting active referrals. * Conducting client consultations and sales, ensuring all interactions are compliant regarding disclosures and advice, undertaking comprehensive fact-finding, performing financial needs analysis (potentially with a Para-Planner), providing sound personal financial planning advice, presenting financial solutions professionally and competently, capturing information using relevant systems, and conducting annual portfolio reviews. * Providing excellent client service by ensuring ethical, courteous, and professional interactions, following up on existing business queries timeously, striving for value-added service to retain clients, undertaking continuous learning, and initiating/maintaining long-term client relationships. * Monitoring, updating, and reporting weekly/monthly on activities such as number/profile of contacts, appointments, consultations, issued business and revenue against targets, client detail updates, and appropriate workflow/activity system entries. Requirements (from the original advert) * Grade 12 (Matric) * 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. Who should apply Candidates should be committed to the marketing plans and targets for growing and developing the business as set forward by the distribution strategy. They should be able to apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market. The ideal candidate will be driven to attain targets relating to revenue generation (single and recurring premiums) and activity quotas, promote the Sanlam brand, and apply Treating Customers Fairly principles to all client engagements. Applicants whose personal career aspirations align with the role are encouraged to apply. They should be adept at networking, prospecting, and leads generation through various means including face-to-face interactions, social/business networks, creative opportunities, and social media. Proficiency in compliant client consultations and sales, including fact-finding, financial needs analysis, providing sound advice, and professional solution presentation, is essential. The role requires a strong client service orientation, encompassing ethical and professional interactions, striving for value-added service, continuous learning, and fostering long-term client relationships. Candidates must also be capable of monitoring, updating, and reporting on key activities. A Grade 12 qualification is mandatory. Furthermore, if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months, applicants must have successfully completed the Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/sanlam-financial-adviser-cape-mob-sanlam-5 Source: myjobmag

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