Financial Advisor-Kokstad (Commission Only) at Sanlam Group

What will you do?

Sales and financial advice to new and existing customers:

• Remain up to date with the range of products offered by Sanlam Retail Mass.
• Plan, arrange appointments and manage a schedule with potential customers within key accounts, meeting conduct and customer engagement standards.
• Gain an understanding of the customer’s needs, financial goals and means, and provide the right product (or selection of products) that will satisfy the goals of the customer in the best and most affordable way possible.
• Continuously update and inform customers of new products, or changes in existing products. Manage, review, and incorporate the implications of product changes on the customer’s portfolio accordingly.
• Identify and pursue further sales opportunities in existing or new markets.
• Develop, plan, and continuously adjust sales tactics to achieve monthly targets (maintain the ‘law of average’ during the sales process by balancing prospects and sales attempts with the number of appointments).

After-sale and ongoing customer support:

• Continuously deliver a high standard of after-sale support service to existing customers.
• Respond to customer queries (relating to products, payment terms, changing circumstances, etc.), and escalate queries where necessary. Follow up on customer queries and ensure resolution thereof.
• Support and guide customers through claims processes. Escalate blockers and provide necessary information to the relevant departments to ensure the speedy pay-out and closing of claims.
• Identify and escalate areas of improvement regarding systems, processes, and technologies. Where possible, solve problems or propose solutions to prevent issues from reoccurring.

Continuous development:

• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

Monthly planning and reporting:

• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.

What will make you successful in this role?

QUALIFICATIONS

• Matric (Grade 12)
• FAIS compliance (advantageous)
• Class of Business (COB) Tier 1 (advantageous)
• RE 5 qualification is advantageous

KNOWLEDGE AND EXPERIENCE

• Sales tactics and approaches
• Customer service and engagement
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)

Qualification and Experience

• Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

• New business processing
• Existing business processing
• Appointment preparation
• Client appointments and liaison
• Partnership Building

Personal Attributes

• Optimises work processes - Contributing dependently
• Communicates effectively - Contributing dependently
• Action orientated - Contributing dependently
• Plans and aligns - Contributing dependently