As a Sanlam Financial Adviser, your role is to offer professional and tailored financial advice, planning, and products to both new and existing clients, ensuring their needs and requirements are met. Your responsibilities include procuring sustainable business, maintaining long-term client relationships, and upholding ethical and compliant practices to uphold the Sanlam Group business and brand.
What will make you successful in this role?
- Assist in growing the Sanlam Adviser Business:
- Commit to marketing plans and targets to grow and develop the business.
- Utilize market segmentation and customer profiles to support sales and growth.
- Achieve targets related to revenue generation, activity quotas, and promoting the Sanlam brand.
- Ensure fairness to customers in all client engagements.
- Align your role with personal career aspirations.
- Networking, prospecting, and lead generation:
- Engage in face-to-face interactions for business opportunities.
- Prospect new clients through various channels.
- Strengthen existing relationships and turn them into business opportunities.
- Utilize personalized client value propositions and social media marketing.
- Implement focused campaigns and request referrals from others.
- Client consultations and sales:
- Ensure compliant client interactions and comprehensive fact-finding.
- Conduct financial needs analysis to understand client situations.
- Provide sound financial planning advice and present solutions professionally.
- Review client portfolios annually and update records accordingly.
- Client Service:
- Ensure ethical, courteous, and professional client interactions.
- Follow up on business queries and provide timely resolutions.
- Strive for excellent service to retain clients.
- Continuously learn to stay updated on industry issues.
- Monitoring, updating, and reporting (weekly/monthly):
- Document and present activities, contacts, appointments, and revenue against targets.
- Update client details and maintain appropriate workflow entries.
Qualification and Experience:
- Grade 12
- Completion of Financial Advisory and Intermediary Services Act (FAIS) requirements and Regulatory Examination (if registered with Financial Sector Conduct Authority (FSCA) for over 24 months).
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:
- Effective communication
- Tech-savvy
- Action-oriented
- Interpersonal savvy
- Persuasion skills
Comments
Add comment