Sanlam Financial Adviser – Firebird
Date posted: 26 Dec 2024
Location: Johannesburg, Gauteng, ZA
Company: Sanlam Group
Who are we?
Sanlam Life Ltd is a leading financial services company in the South African market.
We are all about developing solid, long-term insurance connections with our financial advisers. We understand that you have ambitions for your future, including your profession, personal growth, and the possibility of achieving great things. We take great satisfaction in assisting our financial advisers in realizing their full potential.
Our organization is based on a belief in the value of people and their potential. We understand that your worth is boundless and unique, and we want to encourage you to achieve it.
Related post: Financial Services Internship Opportunity in Gauteng
This is why we provide each and every person who is contracted at Sanlam the chance to make the most of who they are, to be recognized and acknowledged and rewarded for their capabilities.
What will you do?
The role’s aim is to give new and existing customers with competent and appropriate financial advice, planning, and goods (sales) that meet their needs and requirements. Procure high-quality sustainable businesses in accordance with the business aims stated. Maintain and support these clients as part of a long-term relationship that fosters brand loyalty while also providing continuing advise and sales. Conduct these operations in a compliant and ethical way, resulting in the development and maintenance of the Sanlam Group company and brand.
Related post: Human Resource Internship – 12 Months Contract
What will make you successful in this role?
1. Assist in growing the Sanlam Adviser Business
- Be dedicated to the distribution strategy’s marketing strategies and aims for business growth and development.
- Use your expertise and understanding of market segmentation and consumer profiles to boost sales and growth within the given market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Related post: Make a career Change with Liberty
2. Networking, prospecting and leads generation
- Face to face encounters, whether social or business-related, can lead to commercial prospects.
- Prospecting for new clients using innovative channels such as business/social networks, associations, or impromptu presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use current sources to identify opportunities throughout Sanlam’s companies.
- Personalised client value propositions.
- Marketing on social media.
- Conduct specific client-focused activities to create leads and informal prospecting opportunities.
- Mining existing customer base to find marketing gaps and sales possibilities in the middle-high and wealthy markets.
- Structure and execute targeted campaigns with new or current clients in the given market.
- Requesting current and ongoing leads and recommendations from others.
- Monitor and respond to customer activity such as maturities, cancellations, and surrenders within the designated market.
3. Client consultations and sales
- Ensure client contacts are compliant with disclosures and advice, including providing needed written/electronic information.
- Conduct thorough fact-finding with clients to identify their requirements and goals.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the client’s full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply your financial expertise to create a strategy that fulfills the client’s needs for a balanced portfolio.
- Present financial solutions to the client in a professional and competent way that is consistent with the principle of treating customers fairly.
- Use appropriate processes and system tools to acquire analytical data and update records as needed.
- Review clients portfolio annually by undertaking the above steps.
Related post: Sales Consultant – All Training Provided
4. Client Service
- Ensure all client interactions are ethical, civil and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive to provide outstanding, value-added service to clients such that they do not seek competing items or services.
- Continuously learn about information, skills, and market/industry concerns in order to better serve clients in the given market.
- Establish long-term customer connections and have a relational focus.
5. 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.
Related post: Sales Insurance Adviser
Qualification and Experience
- Grade 12
- If you have been registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months, you must successfully fulfill the “Fit and Proper” criteria and the Regulatory Examination under the Financial Advisory and Intermediary Services Act (FAIS).
Knowledge and Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively – Contributing independently
- Tech savvy – Contributing independently
- Action orientated – Contributing independently
- Interpersonal savvy – Contributing independently
- Persuades – Contributing independently
Build a successful career with us
We’re all about developing solid, long-term partnerships with our staff. We understand that you have ambitions for your future, including your profession, personal growth, and the possibility of achieving great things. We take pleasure in assisting our staff in realising their full potential. The organization operates through five business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment organization, Sanlam Allianz, Santam, MiWay, and the Group Office provides many opportunities for growth and development.
Related post: Insurance Agent
Core Competencies
- Collaborates – Contributing independently
- Being resilient – Contributing independently
- Drives results – Contributing independently
- Cultivates innovation – Contributing independently
- Customer focus – Contributing independently
Turnaround time
When the application deadline arrives, the shortlisting process will begin. The time required to finish this procedure may vary depending on how far you proceed and the availability of managers.
Our commitment to transformation
The Sanlam Group is dedicated to change and accepting diversity. This dedication is what pushes us to establish a diverse, inclusive, and equitable work environment, which we feel are vital components to maintaining a flourishing and sustainable organization in South Africa.
Leave a Reply