Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilfu...
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
Key Responsibilities
- Strategy development and business planning
- Retail Branch Sales delivery
- Activations
- Sales and operational effectiveness
- Establish and drive a service culture
- Compliance, quality and risk management
- People management
- Monthly planning and reporting
- Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
- Matric (Grade 12)
- Passed the FAIS RE5 and RE1
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business compliant per product category (annual)
- Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category.
- Meet fit and Proper Requirements
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Insurance and Financial Sector Industry
- Comprehensive Long-term and Lending Product Knowledge
- FSCA and Prudential Authority Framework and Requirements
- FAIS and Consumer Acts
- POPIA, AML, KYC to mention a few
- Basic understanding of underwriting discipline
- Insurance and Financial Sector Regulatory bodies
- Ombudsman (Long-term Insurance)
- National Credit Act and Regulatory Authority
- Sales tactics and approaches
- Stakeholder engagement and management
- Customer service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
- People management practices and principles
Experience:
- At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Proven track records in Sales
- Service Delivery within the Financial Sector (Insurance and or Lending)
- Service Management experience is essential.
- People Management
Qualification and Experience
- Preferably 5 to 8 years general insurance experience.
Knowledge and Skills
- Customer service and management
- Reporting and administration
- Quality, Compliance and Accreditation
- Business processes
- Services Knowledge
go to method of application »
What will you do?
Key Responsibilities
- Strategy development and business planning
- Retail Branch Sales delivery
- Activations
- Sales and operational effectiveness
- Establish and drive a service culture
- Compliance, quality and risk management
- People management
- Monthly planning and reporting
- Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
- Matric (Grade 12)
- Passed the FAIS RE5 and RE1
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business compliant per product category (annual)
- Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category.
- Meet fit and Proper Requirements
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Insurance and Financial Sector Industry
- Comprehensive Long-term and Lending Product Knowledge
- FSCA and Prudential Authority Framework and Requirements
- FAIS and Consumer Acts
- POPIA, AML, KYC to mention a few
- Basic understanding of underwriting discipline
- Insurance and Financial Sector Regulatory bodies
- Ombudsman (Long-term Insurance)
- National Credit Act and Regulatory Authority
- Sales tactics and approaches
- Stakeholder engagement and management
- Customer service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
- People management practices and principles
Experience:
- At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Proven track records in Sales
- Service Delivery within the Financial Sector (Insurance and or Lending)
- Service Management experience is essential.
- People Management
Qualification and Experience
- Preferably 5 to 8 years general insurance experience.
Knowledge and Skills
- Customer service and management
- Reporting and administration
- Quality, Compliance and Accreditation
- Business processes
- Services Knowledge
go to method of application »
What will you do?
Key Responsibilities
- Strategy development and business planning
- Retail Branch Sales delivery
- Activations
- Sales and operational effectiveness
- Establish and drive a service culture
- Compliance, quality and risk management
- People management
- Monthly planning and reporting
- Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
- Matric (Grade 12)
- Passed the FAIS RE5 and RE1
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business compliant per product category (annual)
- Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category.
- Meet fit and Proper Requirements
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Insurance and Financial Sector Industry
- Comprehensive Long-term and Lending Product Knowledge
- FSCA and Prudential Authority Framework and Requirements
- FAIS and Consumer Acts
- POPIA, AML, KYC to mention a few
- Basic understanding of underwriting discipline
- Insurance and Financial Sector Regulatory bodies
- Ombudsman (Long-term Insurance)
- National Credit Act and Regulatory Authority
- Sales tactics and approaches
- Stakeholder engagement and management
- Customer service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
- People management practices and principles
Experience:
- At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Proven track records in Sales
- Service Delivery within the Financial Sector (Insurance and or Lending)
- Service Management experience is essential.
- People Management
Qualification and Experience
- Preferably 5 to 8 years general insurance experience.
Knowledge and Skills
- Customer service and management
- Reporting and administration
- Quality, Compliance and Accreditation
- Business processes
- Services Knowledge
go to method of application »
What will you do?
Key Responsibilities
- Strategy development and business planning
- Retail Branch Sales delivery
- Activations
- Sales and operational effectiveness
- Establish and drive a service culture
- Compliance, quality and risk management
- People management
- Monthly planning and reporting
- Stakeholder engagement
What will make you successful in this role?
QUALIFICATIONS
- Matric (Grade 12)
- Passed the FAIS RE5 and RE1
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA
- Class of Business compliant per product category (annual)
- Continuous Professional Development (CPD) compliant Minimum experience requirements satisfied per financial category.
- Meet fit and Proper Requirements
KNOWLEDGE AND EXPERIENCE
Knowledge:
- Insurance and Financial Sector Industry
- Comprehensive Long-term and Lending Product Knowledge
- FSCA and Prudential Authority Framework and Requirements
- FAIS and Consumer Acts
- POPIA, AML, KYC to mention a few
- Basic understanding of underwriting discipline
- Insurance and Financial Sector Regulatory bodies
- Ombudsman (Long-term Insurance)
- National Credit Act and Regulatory Authority
- Sales tactics and approaches
- Stakeholder engagement and management
- Customer service and engagement
- Relevant Regulatory frameworks, policies, and standards
- Sanlam insurance products (ideal)
- People management practices and principles
Experience:
- At least 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Proven track records in Sales
- Service Delivery within the Financial Sector (Insurance and or Lending)
- Service Management experience is essential.
- People Management
Qualification and Experience
- Preferably 5 to 8 years general insurance experience.
Knowledge and Skills
- Customer service and management
- Reporting and administration
- Quality, Compliance and Accreditation
- Business processes
- Services Knowledge
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- This role is responsible for leading a team of training professionals within SanlamConnect: REMS ensuring the delivery of high-quality, impactful learning solutions for both internal and external stakeholders.
- The successful candidate will, amongst others, have the responsibility of formulating plans and strategies for the implementation of training solutions that lead to the improvement of knowledge and skills of internal and external stakeholders, resulting in the business achieving its strategic objectives.
What will make you successful in this role?
- Lead and manage training delivery across operations, ensuring quality and consistency.
- Developing and implement training strategies aligned to business goals, operational priorities, and stakeholder needs.
- Design and manage training programmes, calendars, and learning solutions based on identified training needs.
- Drive innovation in training methods, including digital, remote, and technology-enabled learning.
- Measure training effectiveness and use feedback to support continuous improvement.
- Manage training budgets responsibly and encourage cost-conscious decision-making.
- Conduct performance reviews and support continuous professional development.
- Promote collaboration and multi-skilling within the training team.
- Build strong stakeholder relationships with business units, HR, compliance, product providers, team managers, team leaders and senior leaders.
- Use training to support behaviour change across REMS teams and field staff.
- Lead, coach, and develop the training team to build a high-performance, collaborative culture.
- Support performance management, professional development, multi-skilling, diversity, and inclusion within the team.
- Support change initiatives, responding to industry, legislative, and organisational changes.
- Promote adoption of new technologies to improve training effectiveness and future readiness.
Qualification & experience
- Matric and Diploma or Degree (NQF 6) in Education, Business, or related field.
- ETDP Accreditation (Train-the-Trainer, Assessor, Moderator, Verifier)
- Minimum 5 years in general insurance, with at least 3 years in a training or learning & development management role within Financial Services.
- Experience in planning, facilitating, and evaluating training programmes.
Knowledge and skills
- Experience in stakeholder engagement and client relationship management
- Solid understanding of performance management, coaching, and change management principles.
- Strong business acumen with budgeting, resource planning, and continuous improvement capabilities.
- Understanding of the SanlamConnect structure, REMS environment, and operational processes & Life
- Assurance knowledge/SanlamConnect (advantageous).
- Effective in conflict resolution, decision-making, and problem-solving
- Strong planning, organisation, and budgeting skills
- Proficiency in Microsoft Office (Word, Excel, PowerPoint) and training systems/tools
- Understanding of digital learning platforms and technology-enabled training solutions
- Distribution’s remuneration contracts, philosophy, models, policies and processes
- Knowledge of tax legislation and labour legislation.
- Work terminology in SanlamConnect, REMS
Personal attributes
- Results-driven
- Strong leadership and people management capability
- High level of adaptability and resilience in a changing environment
- Strong decision-making and problem-solving skills
- Client-focused with strong relationship-building ability
- Innovative and forward-thinking
- Excellent communication and presentation skills
Core competencies
- Communication
- Decision-Making
- Planning and Organising
- Adaptability
- Driving Performance
- Collaboration
- Change Management
- Innovation
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
go to method of application »
What will you do?
- The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
- Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
- Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.
What will make you successful in this role?
Assist in growing the Sanlam Adviser Business
- Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
- Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.
Undertake relevant behaviours to attain targets relating to:
- Revenue generation (Single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treating customers fairly to be applied to all client engagements
- Role is aligned to your personal career aspirations
Networking, prospecting and leads generation
- Face to face interactions, social or business, to create business opportunities.
- Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
- Turning trusted relationships into business relationships.
- Strengthening existing relationships by increasing the current service.
- Use existing sources to establish opportunities across Sanlam businesses.
- Personalised client value propositions.
- Marketing on social media.
- Undertake selected client focused activities to generate leads and informal prospecting opportunities.
- Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
- Structuring and implementing focused campaigns with new or existing clients in the defined market.
- Requesting active and ongoing leads and referrals from others.
- Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.
Client consultations and sales
- Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
- Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
- Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
- Provide sound personal financial planning advice.
- Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
- Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
- Use relevant processes and system tools to capture analysis information and update records accordingly.
- Review clients portfolio annually by undertaking the above steps.
Client Service
- Ensure all client interactions are ethical, courteous and professional.
- Follow-up or refer all existing business queries to be resolved timeously through support.
- Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
- Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
- Initiate long term client relationships and maintain a relational focus.
Monitor, update and reporting (weekly/monthly)
Document and present the following activities:
- Number and profile of contacts, appointments, consultations.
- Issued business and revenue against targets.
- Update client details on records.
- Appropriate workflow and activity monitor system entries.
Qualification and Experience
- Grade 12
- Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
Method of Application
Use the link(s) below to apply on company website.
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