Job Description

Sanlam Vacancies – Financial Advisor

Financial Advisor

Company: Sanlam Vacancies

About Us

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider for South Africa’s entry-level and emerging middle market. We deliver simple and affordable financial solutions, including funeral insurance, education savings, life cover, and personal accident plans. SDM operates under the SA Retail Mass cluster, part of Sanlam Life and Savings, specialising in retail products and group schemes.

Key Responsibilities

Business Growth and Sales

• Provide professional and relevant financial advice, planning, and products to new and existing clients.
• Procure sustainable, high-quality business in line with set targets.
• Maintain and service client relationships to build loyalty and generate ongoing advice and sales.
• Apply knowledge of market segmentation and customer profiles to support sales and growth.
• Promote the Sanlam brand while adhering to Treating Customers Fairly principles.

Networking, Prospecting, and Lead Generation

• Generate new business through face-to-face interactions, social and business networks, associations, and presentations.
• Convert trusted relationships into business relationships and strengthen existing ones.
• Utilise client base and Sanlam resources to identify sales opportunities.
• Implement focused marketing campaigns for new and existing clients.
• Monitor client activities such as policy maturities, cancellations, or surrenders and respond proactively.

Client Consultations and Financial Planning

• Conduct comprehensive fact-finding and financial needs analysis using relevant tools or Para-Planner support.
• Develop personalised financial plans and solutions to meet clients’ needs.
• Present financial solutions professionally and competently.
• Capture analysis and client information using relevant systems.
• Review client portfolios annually to ensure alignment with financial goals.

Client Service and Relationship Management

• Maintain ethical, courteous, and professional client interactions.
• Follow up on business queries and ensure timely resolution.
• Deliver exceptional client service to prevent attrition to competitors.
• Continuously update knowledge of financial products, industry trends, and market developments.
• Build and sustain long-term client relationships.

Monitoring, Reporting, and Administration

• Document and report on contacts, appointments, consultations, issued business, and revenue against targets.
• Maintain and update client records accurately.
• Ensure proper workflow and system activity entries.

Qualifications and Experience

• Grade 12.
• Compliant with FAIS “Fit and Proper” requirements.
• Regulatory Examination successfully completed if registered with the FSCA for more than 24 months.

Knowledge and Skills

• Financial advice and planning.
• Production target achievement and budgeting.
• Compliance and risk management.
• Client relationship management.

Personal Attributes

• Effective communication skills.
• Tech-savvy and action-oriented.
• Strong interpersonal skills and persuasive ability.

Core Competencies

• Collaboration, resilience, and results-driven mindset.
• Innovation and customer focus.

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