Financial Adviser-PMB(Commission Only)

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Date: 9 Jul 2024

Location: Pietermaritzburg, KwaZulu Natal, ZA

Company: Sanlam Group

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

What will you do?

• 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.

• Responsible for reporting on activities daily, through using relevant technology platforms.

• Collate data on activities to deliver on weekly and monthly reporting deadlines.

• Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.

What will make you successful in this role?

Qualification & experience:

  • FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
  •  Matric (grade 12) or NQF level 4
  • RE5 an advantage
  • Clear Credit and Criminal records
  • FAIS Compliance
  • At least two years’ work experience within sales or marketing 

Knowledge:

  • Sales tactics and approaches
  • Client service and engagement
  • Relevant Regulatory frameworks, policies, and standards
  • Sanlam insurance products (ideal)

Qualification and Experience

Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

New business processing
Existing business processing
Appointment preparation
Client appointments and liaison
Partnership Building

Personal Attributes

Optimises work processes - Contributing dependently
Communicates effectively - Contributing dependently
Action orientated - Contributing dependently
Plans and aligns - Contributing dependently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping  our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
Collaborates - Contributing dependently
Being resilient - Contributing dependently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers. 

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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