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Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
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Job Description
- 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.
- Undertake relevant behaviours to attain targets relating to:
- 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 and Experience
- 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.
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
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
.Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
Sanlam Connect offers opportunities for experienced and skilled Short Term Financial Advisors with great benefits:
- Opportunity to market multiple products within the Santam Group product range
- Competitive remuneration packages, including lucrative fixed startup component
- Excellent support structure
- Access to leads
- Access to extended and additional support in underwriting
- Membership to funds and schemes, including medical aid, group life & pension fund
Ideal candidates will be responsible for:
- New Business sales: Personal Lines and Commercial Lines
- Client services, renewals and amendments
- Building own portfolio
- Prospecting of new opportunities
- Addressing client needs by offering the relevant solutions and products available
Minimum Requirements:
- Matric / Grade 12
- Relevant qualification Short term insurance – NQF 4 or if applicable, FAIS credits
- At least 2 years sales experience in short term insurance (Personal lines and Commercial lines)
- RE5 required
- Good written and verbal communication skills
- Clear credit & criminal record
- Own transport and drivers’ license
What will you do?
- You will provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs. You will be responsible for procuring sustainable, high-quality business in line with the targets set. Additionally, you will build and maintain a portfolio of clients, ensuring long-term relationships that foster loyalty to the brand and generate ongoing advice and sales. This role offers the opportunity to earn recurring commission, further rewarding your efforts in maintaining and growing your client base. All activities must be undertaken in a compliant and ethical manner, supporting the ongoing growth and sustainability of the Sanlam Group business and brand.
What will make you successful on this role?
- Consistent performance meeting minimum production requirements.
- Building a strong pipeline through effective prospecting.
- Applying technical insurance knowledge and principles of risk management to maintain a profitable portfolio.
Undertake Relevant Behaviours To Attain Targets Relating To
- Adhering to compliance and ensuring comprehensive Record of Advice completion.
- Promoting the Sanlam and Santam brand.
- Treating customers fairly in all client engagements.
- Aligning the role to your personal career aspirations.
Responsibilities:
- Networking, prospecting, and lead generation.
- Face-to-face interactions, social or business, to create business opportunities.
- Prospecting 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.
- Using existing sources to establish opportunities across Sanlam businesses.
- Personalized client value propositions.
- Marketing on social media.
- 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 responding to client needs, discussions at renewal, managing unpaid premiums of clients, and cancellations.
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 client’s short term insurance needs.
- Present short-term insurance solutions to the client professionally and competently aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review client’s portfolio annually with a full Record of advice.
Client Service:
- Ensure all client interactions are ethical, courteous, and professional.
- Managing client’s claims needs from registration to settlement.
- 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 to service clients within the defined market.
- Initiate long-term client relationships and maintain a relational focus.
Monitoring, updating, 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.
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
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
Job Description
- 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.
- Undertake relevant behaviours to attain targets relating to:
- 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 and Experience
- 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.
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
- Communicates effectively - Contributing independently
- Tech savvy - Contributing independently
- Action orientated - Contributing independently
- Interpersonal savvy - Contributing independently
- Persuades - Contributing independently
.Core Competencies
- Collaborates - Contributing independently
- Being resilient - Contributing independently
- Drives results - Contributing independently
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
go to method of application »
Job Description
- As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.
What will make you successful in this role?
- The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.
- To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
- To work in allocated key accounts and allocated markets.
- To offer customer service to Sanlam clients.
- To arrange appointments with potential customers within Key Accounts and Allocated Markets.
- To update and inform customers and client public of our new products.
- Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
- Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
- Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
Qualification and Experience
- Grade 12/Matric.
- FAIS compliant in terms of ‘fit and proper’.
- English and any other official South African language.
- Tech savvy and active on different social media platforms the following is an added advantage.
- Post-matric qualification or RE5.
- Previous experience in sales or client services.
- Experience at a competitor company will be an added advantage.
Knowledge and Skills
- Client Communication and Sales administration
- Service and Support
- Workflow management and reporting
- Partnership Building
Personal Attributes
- Client Service Orientation
- Ability to influence client decision
- Confident decision maker
- Great business acumen
- Adhering to principles and values
- Analytical
- Proactive
- Ability to cope with pressure and setbacks
- Exceptional interpersonal skills
- Trustworthy
- Detail-oriented
- Activity management.
Core Competencies
- Cultivates innovation - Contributing independently
- Customer focus - Contributing independently
- Drives results - Contributing independently
- Collaborates - Contributing independently
- Being resilient - Contributing independently
go to method of application »
Job Description
- To be responsible for giving support to the Offshore Specialist offering excellent client service support and administration.
Key Outcomes
- The following outcomes will be expected to be achieved by the International Administrator:
- Assisting the Offshore Specialist in servicing brokers and in the process reaching monthly inflows targets
- Assisting Business Development with administration for Broker Assistants, Broker Consultants, Broker Office Personnel and Brokers
- Managing the Broker Database
- Performing and providing analysis for Brokers
- General day-to-day tasks associated with supporting the Offshore Specialist when dealing with clients and Intermediaries (Brokers/IFA)
- Telephone enquiries and written communication
- Assistance to Client/Intermediaries with regards any business queries
- Distribution of Marketing Materials i.e. application forms and brochures
- Office Administration (co-ordinating of Managers’ diary, preparing documentation, as well as overall smooth flow of day-to-day tasks)
Qualifications and experience
- Grade 12
- 3 years’ experience in within the investment / collective investment service industry – with international exposure
- Relevant tertiary qualification/CFP/RFP 1/2/3 will be advantageous
- Exposure of the Investments/Sales Environment
- Knowledge of Unit Trusts, Linked Products and Offshore products and investments
- Communication skills (written & verbal)
Competencies
- Maintaining Relationships
- Attention to detail
- Contributing to Team Success
- Conflict Resolution
- Analytical thinking and Problem Solving
- Client Services Orientation
- Planning and Organising
- Excellent Decision Making Skills
- Excellent Telephone Etiquette
- Enthusiasm/ Proactive
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Ability to thrive under pressure
- Honesty, integrity and respect
- Resilience
Method of Application
Use the link(s) below to apply on company website.
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