Short Term Advisor | Sanlam Careers

The primary objective of this role is to offer professional and tailored financial advice, planning, and products (sales) to both new and existing clients, aligning with their specific needs and requirements.

Your responsibilities will include acquiring sustainable business of high quality in line with set business targets, as well as maintaining and servicing clients to foster long-term relationships that enhance brand loyalty and drive ongoing advice and sales. All activities will be conducted ethically and compliantly to support the growth and sustainability of the Sanlam Group business and brand.

What will make you successful in this role?

1. Assist in growing the Sanlam Connect Business
   • Commitment to marketing plans and targets to grow and develop the business as per the distribution strategy.
   • Utilization of market segmentation and customer profiles knowledge to drive sales and growth.
   • Achievement of targets related to revenue generation, activity quotas, and promoting the Sanlam brand while ensuring fair treatment of customers.
   • Alignment of role with personal career aspirations.
2. Networking, prospecting, and lead generation
   • Engagement in face-to-face interactions, both social and business, to create business opportunities.
   • Prospecting of new clients through various channels such as business/social networks, associations, or presentations.
   • Strengthening existing relationships and increasing service levels to enhance business relationships.
   • Leveraging existing sources to identify opportunities across Sanlam businesses.
   • Utilization of personalized client value propositions, marketing on social media, and implementing focused campaigns.
3. Client consultations and sales
   • Conducting compliant client interactions and comprehensive fact-finding to understand client needs and priorities.
   • Performing financial needs analysis and providing sound personal financial planning advice.
   • Presenting financial solutions professionally and aligned with Treating Customers Fairly principles.
   • Using relevant processes and tools to capture analysis information and update records accordingly.
   • Conducting annual portfolio reviews for clients.
4. Client Service
   • Ensuring all client interactions are ethical, courteous, and professional.
   • Timely resolution of existing business queries through ‘back-office’ support.
   • Striving for excellent service delivery to retain clients and prevent attrition.
   • Continuous learning to enhance knowledge, skills, and market/industry insights.
5. Monitoring, updating, and reporting (weekly/monthly)
   • Documenting and presenting various activities such as contacts, appointments, consultations, issued business, revenue against targets, and client details updates.

Qualifications and Experience

• Grade 12
• Successful completion of Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination if registered with Financial Sector Conduct Authority (FSCA) for more than 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 skills
• Persuasion abilities