Sanlam Financial Adviser - Johannesburg

In brief

Overview This role is for a Financial Adviser at Sanlam Group in Johannesburg. The primary purpose is to provide professional and relevant financial advice, planning, and product sales to both new and existing clients, ensuring their needs and requirements are met. The adviser is expected to procure high-quality, sustainable business, maintain long-term client relationships, and operate compliantly and ethically to build and sustain the Sanlam Group business and brand. What you will do * Provide new and existing clients with professional and relevant financial advice, planning, and product sales suited to their needs. * Procure sustainable business of a high quality in accordance with business targets. * Maintain and service clients as part of a long-term relationship to build loyalty and generate ongoing advice and sales. * Undertake activities in a compliant and ethical manner to build and sustain the Sanlam Group business and brand. * Assist in growing the Sanlam Adviser Business. * Be committed to 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. * Attain targets relating to revenue generation (single and recurring premiums) and activity quotas. * Promote the Sanlam brand. * Apply Treating Customers Fairly principles to all client engagements. * Engage in networking, prospecting, and leads generation through face-to-face interactions, social or business opportunities, creative prospecting methods (business/social networks, associations, presentations), turning trusted relationships into business relationships, strengthening existing relationships, using existing sources to establish opportunities across Sanlam businesses, personalised client value propositions, marketing on social media, selected client-focused activities, mining existing client bases (middle-high and affluent market), structuring/implementing focused campaigns, and requesting active leads/referrals. * Monitor and respond to client activities such as maturities, cancellations, or surrenders within the defined market. * Conduct client consultations and sales, ensuring all client interactions are compliant (disclosures, advice, written/electronic information). * Undertake comprehensive fact-finding with clients and document findings. * Conduct a financial needs analysis using relevant e-tools/instruments/systems or utilise a Para-Planner, and draw policy history. * Provide sound personal financial planning advice. * Apply financial knowledge to create a balanced portfolio plan that meets client needs. * Present financial solutions professionally and competently, aligned with Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records. * Review clients' portfolios annually. * Ensure all client interactions are ethical, courteous, and professional. * Follow-up or refer all existing business queries for timely resolution through support. * Strive for excellent, value-added service to clients. * Undertake continuous learning in terms of knowledge, skills, and market/industry issues to service clients within the defined market. * Initiate long-term client relationships and maintain a relational focus. * Monitor, update, and report weekly/monthly activities, including number and profile of contacts, appointments, consultations, issued business and revenue against targets, update client details on records, and appropriate workflow/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 Financial Sector Conduct Authority FSCA for more than 24 months. Who should apply Candidates should be committed to achieving marketing plans and targets, possess knowledge of market segmentation and customer profiles, and be adept at networking, prospecting, and lead generation through various channels, including face-to-face interactions, social media, and leveraging existing relationships. Ideal applicants will be capable of conducting comprehensive client consultations, fact-finding, financial needs analysis, and providing sound personal financial planning advice while maintaining a professional, ethical, and courteous approach aligned with Treating Customers Fairly principles. A commitment to continuous learning in financial knowledge and industry issues is also expected, alongside the ability to monitor and report on activities and achieve revenue and activity quotas. Deadline Not specified Reference Original posting: https://www.myjobmag.co.za/job/sanlam-financial-adviser-johannesburg-sanlam-1 Source: myjobmag

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