Temporary Financial Adviser – Short Term – Sanlam Vacancies
Job Description
Sanlam Vacancies – Financial Adviser – Short Term
Purpose of the Role
Are you passionate about helping clients secure their financial future? As a Financial Adviser – Short Term, you will provide tailored financial advice, products, and planning solutions to both new and existing clients. This role focuses on building long-term client relationships, achieving sales targets, and delivering exceptional service in line with Sanlam’s high standards of ethics and compliance. Join our team to grow your career while contributing to Sanlam’s legacy of excellence.
Key Responsibilities
1. Driving Business Growth:
- Execute marketing plans and achieve business targets set by the distribution strategy.
- Utilize market segmentation and customer profiles to drive sales growth within the short-term market.
- Focus on revenue generation, activity quotas, and promoting the Sanlam brand.
- Apply the principle of treating customers fairly in all engagements.
2. Networking and Lead Generation:
- Build business opportunities through face-to-face interactions, social and business networks, and presentations.
- Strengthen existing relationships by enhancing service offerings and uncovering new opportunities within Sanlam’s ecosystem.
- Leverage social media and other platforms to market services and generate leads.
- Explore existing client bases to identify gaps and cross-selling opportunities.
3. Client Consultations and Sales:
- Conduct detailed fact-finding and financial needs analyses to understand client priorities.
- Present professional financial solutions tailored to individual client needs.
- Use Sanlam’s e-tools and systems to provide comprehensive advice and ensure compliance.
- Establish balanced financial portfolios and provide ongoing reviews to ensure clients’ needs are met.
4. Exceptional Client Service:
- Deliver ethical, courteous, and professional interactions at all times.
- Resolve client queries promptly and strive to deliver value-added service to retain loyalty.
- Develop long-term relationships focused on trust and support.
5. Reporting and Monitoring:
- Maintain accurate records of client interactions, consultations, and issued business.
- Track revenue against targets and ensure workflows are updated.
- Regularly review and update client portfolios to reflect changing needs and market conditions.
Qualification and Experience:
- Grade 12 qualification.
- Compliance with FAIS “Fit and Proper” requirements and successful completion of the Regulatory Examination (if registered with FSCA for over 24 months).
Knowledge and Skills:
- Expertise in financial advice and planning, risk management, and client relationship management.
- Ability to achieve production targets and comply with industry regulations.
Personal Attributes:
- Communicates Effectively: Engage confidently and clearly with clients.
- Tech Savvy: Leverage digital tools for financial planning and analysis.
- Action Oriented: Take initiative to meet goals and deliver results.
- Interpersonal Savvy: Build and maintain trusted client relationships.
- Persuasive: Convince and inspire clients to make informed decisions.
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