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19 Nov 2024

Temporary Financial Adviser – Nelspruit Mbombela – Sanlam Vacancies

Sanlam – Posted by JobLink24 –  Mbombela, Mpumalanga, South Africa

Job Description

Sanlam Vacancies – Financial Adviser – Nelspruit Mbombela

Who We Are
Sanlam Life Ltd, a leading financial services provider in South Africa, is committed to empowering our Financial Advisers to realize their full potential. At Sanlam, we pride ourselves on fostering strong, lasting relationships with our advisers, built on mutual respect, recognition, and reward for their unique talents.

Joining us means you’ll have the opportunity to make an impact, achieve great things, and grow alongside a supportive team that values your worth.

Why Join Us?

At Sanlam Connect, we offer experienced and skilled Short-Term Financial Advisers:

  • Access to market-leading products from the Santam Group.
  • Competitive remuneration packages, including a fixed startup component.
  • Comprehensive support structure and access to qualified leads.
  • Membership to medical aid, group life, and pension fund schemes.
  • Ongoing professional development and career growth opportunities.

What Will You Do?

As a Financial Adviser based in Nelspruit/Mbombela, you will:

  • Provide new and existing clients with professional, tailored short-term insurance advice and solutions.
  • Build and manage a portfolio of clients to achieve long-term retention and loyalty.
  • Generate sustainable, high-quality business that meets and exceeds sales targets.
  • Operate in a compliant, ethical, and customer-centric manner, promoting the Sanlam and Santam brands.
  • Earn recurring commission by maintaining and growing your client base.

Key Responsibilities

  1. New Business Development
    • Prospect new clients through innovative approaches such as social/business networks and referrals.
    • Strengthen and grow existing client relationships by identifying additional service opportunities.
    • Conduct focused marketing campaigns within the middle-high and affluent markets.
  2. Client Consultations and Sales
    • Perform detailed fact-finding and financial needs analysis for clients.
    • Present professional and tailored short-term insurance solutions.
    • Ensure all client interactions comply with regulatory and ethical standards.
    • Conduct annual reviews and update client portfolios.
  3. Client Service and Retention
    • Provide exceptional, value-added service to maintain client satisfaction and loyalty.
    • Manage client claims efficiently from registration to settlement.
    • Stay updated with market trends and continuously enhance your knowledge and skills.
  4. Monitoring and Reporting
    • Track activities such as client appointments, consultations, and revenue generation.
    • Maintain accurate client records and provide timely reporting on targets and outcomes.

What Makes You a Great Fit?

Qualifications & Experience

  • Matric/Grade 12.
  • FAIS accreditation and RE5 qualification (for FSCA registration longer than 24 months).
  • At least 2 years of short-term insurance sales experience (personal and commercial lines).
  • Own transport and a valid driver’s license.

Knowledge & Skills

  • Expertise in short-term insurance products and risk management principles.
  • Strong interpersonal, negotiation, and communication skills.
  • Proficiency in compliance processes and client relationship management.
  • Tech-savvy and proficient in Microsoft Office Suite.

Core Competencies

  • Customer Focus: Deliver solutions that exceed client expectations.
  • Drives Results: Achieve and surpass performance targets.
  • Resilience: Thrive under pressure and adapt to challenges.
  • Collaboration: Build productive relationships to achieve shared goals.
  • Innovation: Develop creative strategies to enhance client engagement.

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