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24 Feb 2025

Permanent Short Term Advisor:Sakhumzi MOB – Sanlam Vacancies

Sanlam – Posted by Joblink24 –  Soweto, Gauteng, South Africa

Job Description

Sanlam Vacancies – Short Term Advisor:Sakhumzi MOB

We are seeking a dedicated Short Term Advisor: Sakhumzi MOB to join our team. This role is ideal for a professional with a passion for providing financial advice and insurance solutions tailored to client needs.

Key Responsibilities:

  • Grow the Sanlam Adviser Business in alignment with marketing plans and targets
  • Apply knowledge of market segmentation to drive sales and business growth
  • Engage in revenue generation through single and recurring premiums
  • Maintain a commitment to treating customers fairly

Networking, Prospecting, and Lead Generation:

  • Establish business opportunities through face-to-face interactions, social and business networks
  • Convert trusted relationships into business relationships
  • Strengthen existing relationships and enhance service offerings
  • Utilize existing sources to generate leads across Sanlam businesses
  • Conduct focused marketing campaigns and client engagement activities

Client Consultations and Sales:

  • Ensure compliance in all client interactions, including disclosures and advice
  • Conduct financial needs analyses to assess client requirements
  • Provide sound financial planning advice and solutions
  • Present professional and well-structured financial plans
  • Maintain accurate records and update client information regularly

Client Service:

  • Deliver ethical, courteous, and professional client interactions
  • Resolve client queries efficiently and strive for excellent service
  • Stay updated with industry trends and knowledge to enhance client service
  • Foster long-term client relationships with a focus on retention

Monitoring, Updates, and Reporting:

  • Document client interactions, appointments, and consultations
  • Track issued business and revenue against targets
  • Maintain accurate client records and workflow entries

Qualifications and Experience:

  • Grade 12 qualification
  • Compliance with FAIS “Fit and Proper” requirements
  • Successful completion of Regulatory Examination if registered with FSCA for more than 24 months

Knowledge and Skills:

  • Expertise in financial advice and support
  • Target achievement and budgeting proficiency
  • Compliance and risk management experience
  • Strong client relationship management skills
  • Financial planning and recommendation capabilities

Personal Attributes:

  • Effective communication
  • Technological proficiency
  • Action-oriented mindset
  • Strong interpersonal skills
  • Persuasive ability

Career Growth: Sanlam is committed to fostering strong, long-term relationships with employees. With multiple business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office, there are numerous opportunities for career development.

Core Competencies:

  • Collaboration
  • Resilience
  • Results-driven mindset
  • Innovation cultivation
  • Customer focus

Application Process: Shortlisting will commence after the application due date. The selection timeline depends on progress and manager availability.

Commitment to Transformation: Sanlam is dedicated to diversity, inclusion, and equitable workplace transformation. Employment Equity plans and targets will be considered in the selection process.

Join us and build a successful career at Sanlam.

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