Permanent Sanlam Financial Adviser – Sanlam Vacancies
Job Description
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Sanlam Vacancies – Sanlam Financial Adviser
Sanlam Financial Adviser – Sanlam Vacancies
About Sanlam Life Ltd
Sanlam Life Ltd is a leading financial services provider in South Africa, committed to building strong, lasting relationships with its financial advisers. We value your unique worth and provide opportunities for recognition, growth, and success. Every adviser is empowered to maximise their potential while being respected and rewarded for their capabilities.
Role Purpose
The Sanlam Financial Adviser provides professional and relevant financial advice, planning, and products to new and existing clients. This role focuses on acquiring sustainable, high-quality business, maintaining long-term client relationships, and delivering ongoing advice and sales in a compliant and ethical manner that strengthens the Sanlam brand.
Key Responsibilities
1. Grow the Sanlam Adviser Business
- Commit to marketing plans and targets set by the distribution strategy.
- Apply knowledge of market segmentation and client profiles to drive sales and growth.
- Achieve targets related to revenue generation (single and recurring premiums), activity quotas, and promoting the Sanlam brand.
- Ensure all client engagements are aligned with Treating Customers Fairly principles.
2. Networking, Prospecting & Lead Generation
- Build business opportunities through face-to-face interactions, social or business networks, associations, and presentations.
- Convert trusted relationships into business relationships.
- Strengthen existing relationships by enhancing service levels.
- Identify marketing gaps and sales opportunities within the middle-high and affluent client segments.
- Conduct client-focused campaigns and request ongoing leads and referrals.
- Monitor client activities such as maturities, cancellations, or surrenders.
- Utilise social media and existing client bases to generate leads.
3. Client Consultations & Sales
- Conduct comprehensive fact-finding and financial needs analysis using relevant tools and systems.
- Provide sound personal financial planning advice and create balanced portfolio solutions.
- Present solutions professionally while adhering to compliance and Treating Customers Fairly standards.
- Review client portfolios annually and update records using system tools.
4. Client Service
- Ensure all client interactions are ethical, courteous, and professional.
- Follow up on queries promptly and escalate when necessary.
- Deliver value-added service to maintain client loyalty and prevent attrition.
- Maintain long-term client relationships and a relational focus.
- Continuously update knowledge of market and industry developments to provide effective service.
5. Monitoring, Updates & Reporting
- Document and report contacts, appointments, consultations, issued business, and revenue against targets.
- Maintain accurate client records and workflow entries.
Qualifications & Experience
- Matric (Grade 12)
- FAIS “Fit and Proper” requirements and Regulatory Examination successfully completed if registered with the FSCA for over 24 months
Knowledge & Skills
- Financial advice and support
- Production target achievement and budgeting
- Compliance and risk management
- Client relationship management
- Financial planning and recommendations
Personal Attributes
- Communicates effectively
- Tech-savvy and action-orientated
- Strong interpersonal skills and persuasive abilities
Core Competencies
- Collaborates independently
- Demonstrates resilience
- Drives results
- Cultivates innovation
- Focused on customer needs
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