Sanlam Financial Planner Bellville
SanlamCape Town, Western Cape, South Africa30+ days ago
Job descriptionRevenue generation (Single and recurring premiums) Activity quotas Promote the Sanlam brand Treating customers fairly to be applied to all client engagements 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, cancellations 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 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 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) 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 Grade 12 FAIS "Fit and Proper" requirements and Regulatory Examination completed if registered with 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 Tech savvy Action oriented Interpersonal savvy Persuades Seniority level : Entry level Employment type : Contract Job function : Finance and Sales
Overview
Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re about building strong, lasting relationships with our financial advisors and helping them realise their worth.
This role is for the Sanlam Financial Planner Bellville position at Sanlam .
What will you do?
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
- 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.
Responsibilities and Activities
Document And Present The Following Activities
Qualification And Experience
Knowledge And Skills
Personal Attributes
Employment details
Our commitment to transformation : The Sanlam Group is committed to transformation and embracing diversity. This commitment drives us to achieve a diverse, inclusive and equitable work environment.
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Financial Planner • Cape Town, Western Cape, South Africa
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