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Sanlam · 18 hours ago

Sanlam Financial Planner Constantia

Constantia, NY

Contract

Onsite

Entry, Mid Level

2+ years exp

Sanlam is one of the top financial services providers in the South African market, dedicated to building strong relationships with financial advisors. The role involves providing professional financial advice and planning to clients, while maintaining long-term relationships and achieving business targets.

Financial ServicesLife InsuranceRetirement

Responsibilities

Assist in growing the Sanlam Adviser Business

Be committed to the 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

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

Networking, prospecting and leads generation

Face to face interactions, social or business, to create business opportunities

Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations

Turning trusted relationships into business relationships

Strengthening existing relationships by increasing the current service

Use existing sources to establish opportunities across Sanlam businesses

Personalised client value propositions

Marketing on social media

Undertake selected client focused activities to generate leads and informal prospecting opportunities

Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market

Structuring and implementing focused campaigns with new or existing clients in the defined market

Requesting active and ongoing leads and referrals from others

Monitoring 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

Qualification

Financial planningClient relationship managementComplianceRisk managementFinancial adviceProduction target achievementTech savvyAction orientedInterpersonal savvyResilienceResults drivenInnovationEffective communicationPersuasionCollaborationCustomer focus

Required

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

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Communicates effectively - Contributing independently

Tech savvy - Contributing independently

Action orientated - Contributing independently

Interpersonal savvy - Contributing independently

Persuades - Contributing independently

Collaborates - Contributing independently

Being resilient - Contributing independently