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...
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What will you do?
To assume responsibility for increased market share in, and profitability for the province through:
- Setting and driving the provincial distribution strategy
- Driving business metrics, innovation, performance, and partnerships for the province
- Ensuring the alignment, integration and effective functioning of all functions, areas, and channels across the province
- Connecting the business with key stakeholders through partnerships and business relationships
What will make you successful in this role?
Strategy development and business planning
Strategic Leadership
- Understand the overarching distribution strategy and vision to co-create an aligned regional/provincial distribution strategy and drive the aggressive growth of the province.
- Deliver monthly, quarterly, and annual business planning for the province. This includes formulating sales targets, expense budgets, workforce growth, tactics, projects and marketing plans for penetration and growth, provincial value propositions and strategies.
- Analyse market changes, competitors, risks, opportunities, and threats and create contingency plans for these to protect and grow market share
Budget and Expense Management
- Accountable for the operational execution of the budget and cost management for the province:
- Identify cost saving initiatives and create a cost awareness culture within the province.
- Understand and implement practices to ensure viability and profitability of the province.
- Have accountable oversight of the product mix across the province – working with business analysts to determine profitability drivers.
- Create and direct opportunities to increase new business streams in the Area.
- Drive the ongoing measurement of campaigns, initiatives, and training practices to ensure return on investment across the province.
Drive the execution of the Provincial sales strategy through sales management
- Translate the provincial distribution strategy and business plan into key objectives and targets and ensure these objectives are communicated and cascaded into the different areas across the province.
- Lead the conceptualisation and implementation of tactics, projects and marketing plans for penetration and growth across all areas in the province.
- Map, plan and drive the cost-effective and profitable integration of the different channels in the province.
- Guide Sales Managers in generating tactically aligned plans across branches to effectively penetrate new and existing markets within the province.
- Monitor sales performance against targets based on feedback obtained from the Sales Committee. Identify areas of poor sales performance and guide Sales Managers in formulating and implementing action plans.
- Lead a culture of high performance across all areas in the province:
- Structure and align area operating models across the province to ensure effective functioning.
- Drive capacity in the province, identifying mission critical roles and ensuring resources are place.
- Drive training and upskilling in line with products and business goals.
Drive change and business innovation across the province
- Put mechanisms in place to communicate and cascade regulatory and policy changes across the areas. Where relevant, provide regional input towards policy development and maintenance.
- Build a change management capability in the province that will support and navigate teams effectively and efficiently through changes relating to systems, processes, and organisational structures.
- Establish and drive a culture of innovation across the province.
Additional Duties:
Compliance, quality, and risk management
- Keep up to date with all relevant regulatory and legislative laws/rules/ frameworks applicable to doing business compliantly.
- Work closely with the Compliance Department to put mechanisms and frameworks in place that will ensure compliant business conduct.
- Identify areas of risk within the Area and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimise or eliminate these.
- Keep up to date with fraud modus operandi and work with Forensics Department to:
- Identify possibilities or potential weaknesses that can expose the business
- Proactively put mechanisms in place to identify and resolve internal and external fraud.
People Management
- Work with Human Resources and Talent Acquisition to source and select high potential talent for mission critical roles in the province.
- Align HR practices, with respect to recruitment and promotion of staff, to support transformation targets.
- Ensure good people practices in the province are implemented and maintained (performance management, succession planning, personal development, etc.)
- Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Put frameworks in place to enable the accreditation and continuous professional growth of staff in the province.
- Ensure coaching and development programmes / frameworks are in place to provide work exposure and ensure personal and career growth for the staff in the province.
- Drive retention of staff to ensure a consistent service delivery to customers. Work with Human Resources to craft Employee Value Proposition and retention strategies.
Stakeholder Management
- Be the face of the province (Cross Channel), and an ambassador for customers, stakeholders, and intermediaries in the province. Position Assupol as a brand and business on provincial level in the market with key public and private market stakeholders.
- Engage in relationship building to network opportunities and influence customers.
- Engage with industry bodies (i.e., business and community forums).
- Develop and maintain provincial business partnerships within the financial services community (including competitor liaison when required).
- Identify and engage high impact intermediary opportunities.
- Host events and functions that drive recognition and awareness.
Sales Administration and Reporting obligations
- Participation in Sales and Operational Committee meetings
- Oversee the liaison with Marketing and Sales Support Intelligence (MSSI)
Formal Education:
- Grade 12
- CFP an advantage
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- 120 Wealth Management Credits Or Qualification that is recognised by the FSCA
- Business, Legal or Commercial Degree/MBA an advantage
- It is expected that the successful candidate meets the requirements of Class of Business (COB) at the date of appointment
- CPD
Experience:
- At least 3 years of Regional Sales Management where you managed Sales Managers
- At least 6 years as a Sales Manager with proof of success in either Regional Manager or Sales Manager
- At least 8 years industry related experience
- Sound Financial Services experience at a senior level within a corporate environment
- At least 5 years Sales and Distribution exposure
- At least 5 years sound management and leadership experience
go to method of application »
What will you do?
To assume responsibility for increased market share in, and profitability for the province through:
- Setting and driving the provincial distribution strategy
- Driving business metrics, innovation, performance, and partnerships for the province
- Ensuring the alignment, integration and effective functioning of all functions, areas, and channels across the province
- Connecting the business with key stakeholders through partnerships and business relationships
What will make you successful in this role?
Strategy development and business planning
Strategic Leadership
- Understand the overarching distribution strategy and vision to co-create an aligned regional/provincial distribution strategy and drive the aggressive growth of the province.
- Deliver monthly, quarterly, and annual business planning for the province. This includes formulating sales targets, expense budgets, workforce growth, tactics, projects and marketing plans for penetration and growth, provincial value propositions and strategies.
- Analyse market changes, competitors, risks, opportunities, and threats and create contingency plans for these to protect and grow market share
Budget and Expense Management
- Accountable for the operational execution of the budget and cost management for the province:
- Identify cost saving initiatives and create a cost awareness culture within the province.
- Understand and implement practices to ensure viability and profitability of the province.
- Have accountable oversight of the product mix across the province – working with business analysts to determine profitability drivers.
- Create and direct opportunities to increase new business streams in the Area.
- Drive the ongoing measurement of campaigns, initiatives, and training practices to ensure return on investment across the province.
Drive the execution of the Provincial sales strategy through sales management
- Translate the provincial distribution strategy and business plan into key objectives and targets and ensure these objectives are communicated and cascaded into the different areas across the province.
- Lead the conceptualisation and implementation of tactics, projects and marketing plans for penetration and growth across all areas in the province.
- Map, plan and drive the cost-effective and profitable integration of the different channels in the province.
- Guide Sales Managers in generating tactically aligned plans across branches to effectively penetrate new and existing markets within the province.
- Monitor sales performance against targets based on feedback obtained from the Sales Committee. Identify areas of poor sales performance and guide Sales Managers in formulating and implementing action plans.
- Lead a culture of high performance across all areas in the province:
- Structure and align area operating models across the province to ensure effective functioning.
- Drive capacity in the province, identifying mission critical roles and ensuring resources are place.
- Drive training and upskilling in line with products and business goals.
Drive change and business innovation across the province
- Put mechanisms in place to communicate and cascade regulatory and policy changes across the areas. Where relevant, provide regional input towards policy development and maintenance.
- Build a change management capability in the province that will support and navigate teams effectively and efficiently through changes relating to systems, processes, and organisational structures.
- Establish and drive a culture of innovation across the province.
Additional Duties:
Compliance, quality, and risk management
- Keep up to date with all relevant regulatory and legislative laws/rules/ frameworks applicable to doing business compliantly.
- Work closely with the Compliance Department to put mechanisms and frameworks in place that will ensure compliant business conduct.
- Identify areas of risk within the Area and ensure there are appropriate management processes, monitoring, reporting and corrective actions in place to minimise or eliminate these.
- Keep up to date with fraud modus operandi and work with Forensics Department to:
- Identify possibilities or potential weaknesses that can expose the business
- Proactively put mechanisms in place to identify and resolve internal and external fraud.
People Management
- Work with Human Resources and Talent Acquisition to source and select high potential talent for mission critical roles in the province.
- Align HR practices, with respect to recruitment and promotion of staff, to support transformation targets.
- Ensure good people practices in the province are implemented and maintained (performance management, succession planning, personal development, etc.)
- Responsible for all operational people practices relating to direct reports, in collaboration with the Human Resource Function (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Put frameworks in place to enable the accreditation and continuous professional growth of staff in the province.
- Ensure coaching and development programmes / frameworks are in place to provide work exposure and ensure personal and career growth for the staff in the province.
- Drive retention of staff to ensure a consistent service delivery to customers. Work with Human Resources to craft Employee Value Proposition and retention strategies.
Stakeholder Management
- Be the face of the province (Cross Channel), and an ambassador for customers, stakeholders, and intermediaries in the province. Position Assupol as a brand and business on provincial level in the market with key public and private market stakeholders.
- Engage in relationship building to network opportunities and influence customers.
- Engage with industry bodies (i.e., business and community forums).
- Develop and maintain provincial business partnerships within the financial services community (including competitor liaison when required).
- Identify and engage high impact intermediary opportunities.
- Host events and functions that drive recognition and awareness.
Sales Administration and Reporting obligations
- Participation in Sales and Operational Committee meetings
- Oversee the liaison with Marketing and Sales Support Intelligence (MSSI)
Formal Education:
- Grade 12
- CFP an advantage
- Regulatory Examination Level 5: Representatives
- Regulatory Examination Level 1: Key Individuals
- 120 Wealth Management Credits Or Qualification that is recognised by the FSCA
- Business, Legal or Commercial Degree/MBA an advantage
- It is expected that the successful candidate meets the requirements of Class of Business (COB) at the date of appointment
- CPD
Experience:
- At least 3 years of Regional Sales Management where you managed Sales Managers
- At least 6 years as a Sales Manager with proof of success in either Regional Manager or Sales Manager
- At least 8 years industry related experience
- Sound Financial Services experience at a senior level within a corporate environment
- At least 5 years Sales and Distribution exposure
- At least 5 years sound management and leadership experience
go to method of application »
What will you do?
- Manage the achievement of business productivity, quality, manpower targets.
- Manage compliance and business risk.
- Manage the daily business operations.
- Manage and develop the performance of staff.
- Resolve escalated operational issues.
- Manage budgets.
- Allocate worksites or facilities.
- Manage changes within the business.
- Manage relationships with key stakeholders and clients.
- Talent and succession management.
- Ensure alignment to Treating Customers Fairly (TCF), in all business practices.
- Manager of managers.
- Worksite management and relationship building.
Education and Experience
- Grade 12
- Degree or a 3-year diploma in Finance/ Marketing/Business Management; or
- The recruit must have obtained a full qualification (120 Credits. at NQF level 4 would be required and
- NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA’s list of recognised qualifications at the point of recruitment.
- Must have RE5.
- RE1 is business requirement from the date of appointment.
Knowledge and Skills
- At least 5 years industry experience of which 3 years should be in management of sales.
- Preference will be given to those with experience in insurance sales within the entry level market.
Personal Qualities
- Analysing
- Team Management
- Relating and Networking
- Adapting and responding to change
- Coping with Pressure and Setbacks
- Interpersonal sensitivity
- Adhering to principles and values
- Confidence and decisiveness
- Proactivity
- Planning and Organising
- Quality and detail orientation
- Persuading and Influencing
- Achieving personal and work goals and objectives
- Computer Literacy (MS Office)
- Treating Customers Fairly
- Strategic thinking
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 client 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 client 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 client 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 client 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 client 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 client 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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