Financial Planner – South East Gauteng 2024
Who are we?
One of the leading providers of financial services in the South African market is Sanlam Life Ltd.
Building solid, long-lasting relationships with our financial advisors is important to all of us. We are aware of your aspirations for the future, including success in your work and personal growth. We take great satisfaction in assisting our financial advisers in realizing their potential.
The foundation of our business is a respect for human potential and an understanding of their worth. We want to encourage you to recognize the unlimited and unique value that you possess.
Because of this, we offer every employee at Sanlam the chance to fully express who they are and to be appreciated, valued, and rewarded for their qualities
What will you do?
Providing professional and pertinent financial advice, planning, and products (sales) that meet the needs and requirements of both new and existing clients is the role’s main goal. Invest in high-quality, sustainable business acquisitions in line with the established corporate objectives. Sustain and tend to these customers as part of an enduring partnership that fosters brand loyalty and produces continuous guidance and revenue. Build and maintain the Sanlam Group’s business and brand by carrying out these tasks in a morally and legally responsible manner.
What will make you successful in this role?
- support the expansion of the Sanlam Adviser Company
- Adhere to the distribution strategy’s suggested marketing objectives and goals for expanding and developing the company.
- Utilize your comprehension of consumer profiles and market segmentation to promote sales and market expansion inside the specified market.
Undertake Relevant Behaviours To Attain Targets Relating To
- Generating revenue through one-time and ongoing premiums
Activity limits - Encourage the Sanlam brand.
- Fair customer treatment should be the standard for all client interactions.
- The role corresponds with your individual career goals.
- Prospecting, networking, and lead generation
- Face-to-face conversations to generate business or social opportunities.
- pursuing new business using innovative means, like associations, ad hoc presentations, and business/social networks.
- converting dependable connections into commercial ones.
enhancing the current service in order to fortify current partnerships. - Utilize current resources to identify commercial possibilities throughout Sanlam companies.
- customized value propositions for clients.
social media marketing. - Engage in specific client-focused activities to provide possibilities for
- informal prospecting and lead generation.
- mining the current clientele to find sales opportunities and marketing gaps in the middle-class, and upper-class markets.
- organising and carrying out targeted marketing initiatives with potential or current customers in the specified market.
- asking people for leads and recommendations that are current and ongoing.
- keeping an eye on and reacting to customer actions inside the designated market, such as maturities, cancellations, or surrenders.
Sales and conversations with clients - Ensure that all client contacts adhere to the legal requirements for disclosures and advice (providing written or electronic documentation as needed).
- With every client, conduct thorough fact-finding to elevate requirements and priorities. Record these discoveries.
- To determine the client’s complete financial condition, conduct a financial requirements analysis utilizing the appropriate e-tools, instruments, or systems; alternatively, use a para-planner’s services. (Draw the history of policy).
- Give sensible guidance on personal financial planning.
Utilize your financial expertise to create a plan that satisfies the client’s need for a well-balanced portfolio. - Provide the client with financial solutions knowledgeably and professionally that is consistent with treating customers fairly.
- Utilize pertinent procedures and system resources to gather data for analysis, then update records as necessary.
- Every year, review the client’s portfolio by following the preceding procedures.
Customer Service - Make sure that every encounter with a client is polite, ethical, and professional.
- Follow up on any outstanding business inquiries or direct them to the back office for prompt resolution.
- Aim to provide clients with exceptional, value-added service so they won’t look for rival goods or services.
- In order to provide services to clients within the designated market, engage in ongoing learning about knowledge, skills, and industry and market concerns.
- Establish and nurture enduring customer connections while keeping a relational focus.
- Observe, keep track of, and report (weekly/monthly)
Document And Present The Following Activities
- The quantity and nature of interactions, meetings, and discussions.
- issued revenue and business in accordance with goals.
- Update the client’s information in the database.
- System entries are monitored by an appropriate procedure and activity.
Qualification And Experience
Grade 12
Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.
Knowledge And Skills
Financial guidance and assistance
Reaching production goals and creating a budget
adherence to regulations and risk mitigation
Relationship management with clients
Planning and advising on finances
Personal Attributes
Effective communicator who can work autonomously
Tech-savvy – Making contributions on their own
Action-oriented: Making individual contributions
Social intelligence – Making contributions on one’s own
Persuades – Making a separate contribution
Build a successful career with us
Our goal is to establish enduring, solid relationships with our staff members. We are aware of your aspirations for the future, including success in your work and personal growth. We take great satisfaction in assisting our staff in realizing their potential. The organization offers numerous chances for expansion and improvement through its five business clusters, which include Santam, MiWay, the Group Office, Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, and Santam.
Core Competencies
Collaborates: Makes individual contributions
Resilience: Making autonomous contributions
Motivates outcomes – Making independent contributions
Encourages creativity by making independent contributions
Focus on the customer – Making autonomous contributions
Recovery period
The application deadline must have passed before the shortlisting process can begin. The extent of your progress and the managers’ availability will determine how long it takes you to finish this process.
Our dedication to change
The Sanlam Group is dedicated to diversity acceptance and transformation. Our dedication is what motivates us to create a diverse, inclusive, and egalitarian workplace since we think these are essential elements of a successful, long-lasting company in South Africa.