Sanlam Financial Adviser Mowbray

In brief

**Overview** The purpose of the Sanlam Financial Adviser role in Mowbray is to deliver professional and relevant financial advice, planning, and product sales to both new and existing clients, ensuring offerings are tailored to their specific needs. This position involves procuring high-quality, sustainable business in line with set targets and maintaining long-term relationships with clients to foster brand loyalty and generate ongoing advice and sales. All activities must be conducted in a compliant and ethical manner, contributing to the overall building and sustaining of the Sanlam Group business and brand. **What you will do** Key responsibilities associated with this role include: * **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. * Undertake relevant behaviours to attain targets relating to: * Revenue generation (Single and recurring premiums) * Activity quotas * Promote the Sanlam brand. * Apply "Treating Customers Fairly" to all client engagements. * Ensure the role is aligned to your personal career aspirations. * **Networking, prospecting and leads generation:** * Engage in face-to-face interactions, social or business, to create business opportunities. * Prospect new clients through creative opportunities such as business/social networks, associations or ad hoc presentations. * Turn trusted relationships into business relationships. * Strengthen existing relationships by increasing the current service. * Use existing sources to establish opportunities across Sanlam businesses. * Develop personalized client value propositions. * Market on social media. * Undertake selected client focused activities to generate leads and informal prospecting opportunities. * Mine existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market. * Structure and implement focused campaigns with new or existing clients in the defined market. * Request active and ongoing leads and referrals from others. * Monitor and respond to client activities such as maturities, cancelations or surrenders within the defined market. * **Client consultations and sales:** * Ensure all client interactions are compliant in terms of disclosures and advice given; provide written/electronic information required for compliance. * Undertake comprehensive fact finding with each client to lift needs and priorities; document these findings. * Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this; draw policy history. * Provide sound personal financial planning advice. * Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio. * Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly. * Use relevant processes and system tools to capture analysis information and update records accordingly. * Review client’s portfolio annually by undertaking the above steps. * **Client Service:** * Ensure all client interactions are ethical, courteous and professional. * Follow-up or refer all existing business queries to be resolved timeously through support. * Strive for excellent, value-added service to clients so that they do not seek competitor products or services. * Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market. * Initiate long term client relationships and maintain a relational focus. * **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. * Update client details on records. * Appropriate workflow and activity monitor system entries. **Requirements (from the original advert)** * **Education:** * 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. * **Required Skills (Technical):** * Financial Planning. * Technical advice and support. * Production target achievement and budgeting. * Compliance and risk management. * Client relationship management. * **Required Skills (Proficiency-based):** * Verbal Communication - Advanced: Works at an advanced level to express ideas, request actions, formulate plans, and policies by means of clear and effective verbal communications. Typically works independently and provides guidance. * Builds Rapport - Advanced: Works at an advanced level to quickly and effectively establish trust within the buying centers in the client's organization. Typically works independently and provides guidance. * Closes Effectively - Fully Competent: Works with full competence to pre-plan, suggest, and confirm mutually beneficial commitments that are appropriate and clear and that move the sales/client relationship forward. Typically works without supervision and may provide technical guidance. * Initiates Compelling Sales Conversations - Fully Competent: Works with full competence to propose a mutually agreed-upon agenda to start sales conversations that offer value to the client. Typically works without supervision and may provide technical guidance. * Intermediaries Process - Fully Competent: Works with full competence to understand the role and responsibilities of the intermediary in relation to both client and product providers. Typically works without supervision and may provide technical guidance. * Maintains the Relationship - Advanced: Works at an advanced level to cultivate and sustain positive interpersonal connections, fostering trust, collaboration, and effective communication to support enduring professional relationships. Typically works independently and provides guidance. * **Required Behavioural Competencies:** * Communicates Effectively - Level 4 - Accomplished: For example, disseminates knowledge, insights, and updates in a polished, precise, and compelling manner. Demonstrates a deep interest in others' comments. Creates rich documents and reports. * Manages Complexity - Level 3 - Capable: For example, looks at complex issues from multiple angles; explores issues to uncover underlying issues and root causes; sees the main consequences and implications of different options. * Ensures Accountability - Level 4 - Accomplished: For example, tracks performance and strives to remain effective, learning from both successes and failures. Readily takes on challenges or difficult tasks and has reputation for delivering on commitments. * Builds Networks - Level 3 - Capable: For example, draws upon own network to gain insight, build support, and achieve outcomes. Leverages networks to identify industry experts, explore some best practices, and exchange ideas and knowledge. * Instills Trust - Level 3 - Capable: For example, demonstrates integrity, upholding professional codes of conduct. Instills trust by following through on agreements and commitments despite competing priorities and by being honest and straightforward. * Customer Focus - Level 4 - Accomplished: For example, digs deeply into customer feedback and drives the innovations that can enable the organization to better meet customers' future needs. Frequently adjusts approach to ensure customer needs are met and to improve service. * Interpersonal Savvy. * Persuades. * Tech Savvy. * Action Oriented. * Collaborates. * Being Resilient. * Drives Results. **Who should apply** This role is suitable for an individual who is driven to achieve business targets and growth, particularly through active networking, prospecting, and generating leads within defined market segments. The ideal candidate will be proficient in financial planning and advice, capable of conducting detailed client consultations, performing financial needs analyses, and presenting tailored solutions in a professional, compliant, and ethical manner. They must possess advanced skills in verbal communication, building rapport, and maintaining long-term client relationships, alongside competence in closing sales conversations effectively. Essential behavioural competencies include high levels of customer focus, accountability, trust-building, effective communication, and the ability to manage complexity, build networks, persuade, collaborate, act with resilience, and drive results, all while being tech-savvy and action-oriented. Candidates must also meet specific educational and regulatory requirements, including FAIS "Fit and Proper" and the Regulatory Examination if applicable. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sanlam-financial-adviser-mowbray-sanlam-4 Source: myjobmag

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