Financial Advisor (Vereeniging)

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Date: 23 May 2024

Location: Vereeniging, Gauteng, South Africa

Company: Sanlam Group

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market. 

We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth. 

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

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.

 

Qualifications 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

New business processing
Existing business processing
Appointment preparation
Client appointments and liaison
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 dependently
Customer focus - Contributing dependently
Drives results - Contributing dependently
Collaborates - Contributing dependently
Being resilient - 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 four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

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 transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

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