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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Job Purpose
- The Business Development Manager is responsible for developing and maintaining a portfolio of Investment focussed Intermediaries, increasing the Sanlam Group’s retail investment market share, and executing the Glacier strategy.
- The role focuses on new business development, portfolio growth, intermediary enablement, and delivering a superior adviser experience. This role is based in Durban, KZN.
Key Outcomes
The following outcomes will be expected to be achieved by the Business Development Manager:
Business & Portfolio Growth
- Attract new business and increase retention of existing investment flows.
- Source, onboard, and activate new Intermediaries for Glacier.
- Achieve profitable annual sales volumes and meet monthly targets by actively managing an Intermediary portfolio.
- Grow regional business via Independent Financial Intermediaries and Sanlam Connect (sales, training, marketing, and client services).
Intermediary Support & Enablement
- Implement a structured Intermediary support model to ensure effective collaboration between the Channel, the Intermediary, and Sanlam Group product providers.
- Provide accurate investment, product, fund, service, and investor information.
- Train and upskill Intermediaries and their support staff to improve advice capability and practice sustainability.
- Equip Intermediaries with technology, reporting tools, and business development insights to support profitable practices.
- Drive the adoption and effective use of Glacier’s digital platforms and tools (Web Hub, Investment Hub, etc.).
Stakeholder Engagement & Internal Collaboration
- Support investment campaigns and marketing initiatives.
- Contribute to product implementation through presentations, insights, and client service support.
- Manage the Business Development Coordinator.
- Maintain and coordinate Service Level Agreements (SLAs) with internal and external stakeholders.
Compliance & Governance
- Ensure full adherence to regulatory requirements including FAIS and FICA.
- Promote ethical, compliant, and professional conduct at all times.
Qualifications and Experience
- Relevant financial/investment tertiary qualification. A BCom investment management or economics qualification and CFP will be beneficial.
- 8 plus years’ experience in an investment industry distribution environment.
- Extensive experience supporting and developing IFA investment practices.
- A proven sales track record within the investment industry.
- Deep technical knowledge of retail Collective investments, Linked Investment Service Provider platform, financial industry structures, and market trends.
- Valid driver’s license and own reliable vehicle.
- The role requires traveling throughout the area of responsibility.
Competencies
- Resilience and tenacity in a sales environment.
- Relationship building and stakeholder management.
- Leadership and people-management skills.
- Team contribution and collaboration.
- Target and performance orientation.
- Strong client service ethic.
- Effective communication and presentation skills.
- Impact and influence.
- Innovative and strategic thinking.
- Entrepreneurial mindset.
- Consultive skill and creativity
- Strong problem-solving skills
- Creating insight into opportunities skill
- Ability to work under pressure
- Confidence in presenting to large audiences
- Ability to simplify and train complex investment concepts
- Effective networking capabilities
Attributes
- Positive, initiative-taking “can-do” attitude
- Prominent levels of self-confidence
- Integrity, honesty, and professionalism
- Ability to work independently and take ownership
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
- Degree or Diploma and the required Certification with 8 to 10 years related experience.
- 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.
Knowledge and Skills
- Production target achievement and budgeting
- Compliance and risk management
- Financial Queries and Recommendations
- Technical advice and support
- Client relationship management
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What will you do?
- The Finance Consultant - Tax will be responsible for the tax reconciliation and payment of local and international products as well as streamlining of processes within Glacier.
- This role will support business through analysis, implementation and compliance with legislative tax requirements and changes. This role is based in Cape Town.
Key Outcomes
The following outcomes will be expected to be achieved:
Reconciliation, submission and payment of the following monthly taxes including but not limited to:
- Capital gains tax on local and international products.
- Dividends and interest withholding tax on local products.
- Third-party AA88 instructions on Retirement Products and Living Annuity Products.
- Tax reconciliation of products across other jurisdictions
- Liaise with client services and operations teams regarding reporting queries and issues.
- Liaise with internal tax department, SARS and third parties.
- Provide feedback to management, internal tax department and operational areas regarding tax reporting requirements.
- Accounting and reporting of the products on SAP (GL);
- Improving current processes and providing input into SARS related projects.
- Effective creation of efficiencies and automation within the financial reporting and control environment.
- Involvement in the audit process (Internal and External), ad-hoc accounting and tax tasks.
What will make you successful in this role?
Qualifications and Experience
- A financial related qualification; with majors in Accounting and Tax being a requirement.
- Minimum of three years’ experience in a similar role; preferably within the financial services industry.
- Knowledge of endowment products, unit trusts and long-term insurance business; specifically in a LISP environment will be an added advantage.
- Thorough knowledge of SARS reporting requirements.
- Computer Skills (MS Word, MS Excel, SAP Financials).
Competencies
- Attention to detail
- Problem-solving and analytical skills
- Concern for order and accuracy
- Innovative Thinking
- Ability to function independently
- Communication Skills
Attributes
- Positive, enthusiastic attitude
- Teamwork
- Honesty, integrity and respect
- Self-starter and self confidence
- Ability to co-operate and thrive within and independent and team environment
Knowledge and Skills
- Reconciliations and query resolution
- Recording of Financial Transactions
- Compliance with SOP's and SLA's
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Job Purpose
- The Junior Business Development Manager will be responsible for prospecting, sourcing, developing, and maintaining a specialised Investment Intermediary portfolio, and developing and/or increasing Sanlam Group’s market share of retail investment business from this portfolio, whilst delivering on the Glacier Distribution and Sales Strategy. The role is based in Cape Town.
Key Outcomes
The following outcomes will be expected to be achieved by the Junior Business Development Manager:
Targets and inflows
- Service an existing Intermediary Glacier supporting client base
- Source and introduce new Intermediaries to Glacier
- Attract new business and increase retention of existing investment business
- Ensure that profitable annual sales volumes and monthly targets are met by directly and actively growing and managing an Intermediary Portfolio
- Ensure intermediaries adherence to all regulatory requirements (e.g. FAIS, FICA)
- Co-ordinate and maintain effective SLAs with all relevant stakeholders (internal and external)
Growing the business
- Support and implement the regional business plan for Glacier (sales volumes, investment education and training, marketing and client services – administration)
- Supporting and enhancing an Intermediary support model to facilitate effective and efficient support between the Distribution Channels, the Adviser / Broker and the various Sanlam Group product providers
Knowledge and education
- Train and develop the Intermediary’s and Intermediary’s support staff
- Train and facilitate the use of Glacier’s digital strategy/tools such as the Web and Investment Hub.
- Supply accurate investment, product, fund, services and investor information
- Facilitate or identify Intermediary needs – technology, reporting and developing a profitable practice
Marketing and Sales initiatives
- Support investment projects and campaigns (marketing support)
- Participate in investment product implementation (presentations, product development & client service support)
Qualifications and Experience
- Relevant financial / investment qualification (Financial tertiary qualification is recommended)
- CFP is advantageous
- At least 5 years’ experience in a financial distribution environment (Linked Service Provider and/or Investment Management Company is recommended) in a similar role
- Supporting and developing of intermediary (Sanlam Advisers and IFA) practices
- Proven Sales related success and track record
- Technical knowledge about retail investments, retail investment industry
- Valid drivers’ license and own reliable vehicle
Competencies
- Client focus
- Collaborates
- Cultivates Innovation
- Being resilient
- Drive Results
- Effective written and verbal communication and presentation skills
- Ability to work under high pressure
- Lateral thinking and problem-solving capabilities
- Educating people capabilities
- High attention to detail
Attributes
- Positive, can-do attitude with high self confidence levels
- Passion and high-performance orientation
- Honesty, integrity and respect
- Ability to work independently and within a team
- Persuasive
What will make you successful in this role?
Qualification and Experience
- Degree or Diploma with 4 to 6 years related experience.
Knowledge and Skills
- Assist with production target achievement
- Technical advice and support
- Partnership and network building
- Compliance
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What will you do?
- This is a specialist role, responsible for delivery of training (presenting sales, legal technical, skills and product related programmes and short courses) to Sanlam intermediaries (Brokers and Advisers) and sales and support staff of Sanlam Connect.
- The position will ideally be based at the regional office in Pretoria, Lynnwood
What will make you successful in this role?
Facilitation of training and development programmes
- Facilitate the relevant approved SAQA qualification including Certificate in Wealth Management NQF 5.
- Facilitate training in the on-line practice management and client financial needs analysis tools
- Facilitate various in-house training workshops including selling skills in a professional and effective manner
- Facilitate training that shifts experience from pure knowledge to practical application
- Undertake ad-hoc presentations at conferences and seminars as requested by management and clients
Pre-course training administration
- Support training assistants for the delivery of training, scheduling, materials, logistical arrangements etc.
- Ensure that pre-course on-line assessments are undertaken and passed by all delegates prior to attending the course
Training assessment and feedback/report writing
Aligned to service level agreements in place:
- Administer and score learner assessments in the workshops to determine proficiency levels of delegates
- Complete a feedback report on each delegate after the workshop and share with the relevant line manager
Training material/content development
- Work closely with the training developers to undertake the research and development of training material
- Structure and write training material according to adult learning principles and in competency-based formats
Training queries and projects
- Respond to regional queries from the business relating to training
- Serve as part of project teams, as required
Specific role requirements
- Must be willing to travel
- Must have a valid Code 08 driver’s license
- Must have own reliable transport
Qualification and Experience
- Relevant Degree in Commerce/Finance/Law
- Post Graduate Diploma in Financial Planning qualification
- Experience as a trainer/facilitator
- CFP designation advantageous
- Completed Regulatory Exams advantageous
- Registered INSETA assessor
- Registered INSETA moderator advantageous
Knowledge and Skills
- Previous experience in providing financial advice to clients or in managing Financial Advisors
- Ability to managing stakeholder relationships
- Interest and exposure to developing training solutions
- Knowledge and experience in the laws governing the Life Assurance industry
- Experience in practice management and client financial needs analysis tools
Personal Qualities
- Results Driven
- Decision Making
- Flexibility and Adaptability
- Customer Focus
- Innovation
- Technical Professional Skills
- Presentation skills
- Interpersonal Savvy
The closing date for this application is 14 August 2026
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The overall purpose of the role
- The role provides dedicated support to accelerate Customer Due Diligence (CDD) screening and remediation for existing business. The successful candidates will assist with customer information follow-ups, screening updates, data validation, reprocessing and tracking of outstanding CDD requirements.
- The role is time-bound and focused on improving throughput, reducing the Customer Due Diligence backlog and supporting regulatory compliance delivery by end-2026.
Key responsabilites
- Conduct Customer Due Diligence screening and remediation activities in line with agreed processes and compliance requirements.
- Follow up on outstanding customer information and update progress accurately.
- Validate customer and business information received for completeness and quality.
- Reprocess cases where updated Customer Due Diligence requirements apply.
- Capture and maintain Customer Due Diligence information, screening outcomes and required supporting records.
- Update trackers, control registers and status reports for outstanding and completed cases.
- Escalate exceptions, missing information and process issues to the relevant team members.
- Support Risk and Compliance deliverables by meeting agreed turnaround times and quality standards.
Qualification
- Matric / Grade 12 or equivalent qualification.
- Learner, internship or entry-level administration experience will be considered.
- Exposure to financial services, customer administration, risk, compliance or employee benefits will be advantageous.
- Ability to work in a fixed-term, high-volume remediation environment.
Knowledge and Skills
- Organisational design, change and transformation expertise.
- Extensive knowledge of Talent Management, performance and leadership development practices.
- Strong analytical capability, including survey insights, people analytics and reporting.
- Advanced capability of HR systems and HC processes, information management and project tools.
- High organisational savvy, collaboration, conflict management and stakeholder engagement capability.
Personal qualities
- Flexible and Adaptable - Rebounding from setbacks and adversity when facing difficult situations.
- Courage - Stepping up to address difficult issues, saying what needs to be said.
- Manages Complexity - Demonstrated ability and proven record to make complex decisions.
- Ensures Accountability - Holding self and others accountable to meet commitments.
- Plans and Aligns - Planning and prioritising work to meet commitments aligned to organisational goals
Core Competencies
- Cultivates Innovation by creating new and better ways for the organisation to be successful.
- Client Focus - Building strong customer relationships and delivering customer-centric solutions.
- Drives Results - Consistently achieving results and meets deadlines, even under tough circumstances.
- Collaborates - Building partnerships and working collaboratively with others to meet shared objectives.
- Resilience - Rebounding from setbacks and adversity when facing difficult situations.
go to method of application »
What will you do?
- As a branch manager, you will be responsible for growing the customer base and revenue of Sanlam Retail Mass through developing and overseeing the execution of the retail branch strategy.
- Guiding, integrating, and standardising the activities, goals and objectives of various Sales Consultants in the branch, in line with the strategy.
- Leading a service delivery culture and eco-system within and outside of the branch to enable an optimal client experience.
- Assuming responsibility for the successful day to day maintenance and management of the Retail branch. Responsible for Retail branch strategy development and business planning.
- Ensure retail branch sales delivery and establish and drive a service culture.
- Ensure compliance, quality, and risk management.
- Responsible for all operational people practices relating to direct reports, in collaboration with the HR (talent management, performance management, individual development and growth, resolving grievances, leave allocation, capacity management, etc.).
- Monthly planning and reporting of sales and service activities in the Branch.
- Identify key internal and external stakeholders (Area Managers, Business Owners, activation sites, community forums, etc.) and determine effective engagement tactics that will contribute to building and maintaining relationships.
Education and Experience:
- Matric (Grade 12).
- RE1 and RE5.
- 120 Wealth Management credits OR tertiary qualification recognised by the FSCA.
- Class of Business accreditation (annual).
- Compliant with continuous professional development (CPD) current and past cycles.
- A minimum of 5 years recent industry experience of which 3 years should be in any leadership capacity.
- Service Management experience is essential.
- Insurance sales experience.
- Credit and lending experience.
Knowledge, Skills and Competencies:
- 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.
- Business Acumen.
- Computer literate.
- Data and analytics (including data visualisation).
- Project management.
- Critical thinking and problem-solving skills.
- Strong communicator (verbally and in writing).
- Able to lead and motivate a team.
- Driven to exceed targets.
- Organising skills.
- Adaptable and able to learn quickly.
- Resilient and open to change.
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 »
Role Purpose
- We are looking for a Quantitative Analyst to join the Quantitative Analyis team at Sanlam Financial Markets. The role focuses on quantitative model development, quantitative infrastructure build and maintenance, and active stakeholder engagement supporting and enabling various functional teams in the business.
- You will work closely with trading, ALM, risk, operations, and technology teams to ensure that valuations, pricing, risk, and analytics used by the business are correct, robust, and production‑ready, while also supporting key change initiatives such as new deals, new yield curves, and benchmark transitions (e.g. ZARONIA).
- This role is ideal for someone who enjoys combining quantitative modelling, software development, and real business impact. It will involve the translation of financial and mathematical concepts using various programming languages to generate actionable insights and production-ready outputs.
Key Responsibilities
Quantitative model development
- Validate pricing and risk models for various financial instruments, using simple to more mathematically complex models, primarily in the equity, fixed income, and FX markets.
- Perform independent checks on valuations, sensitivities, and yield curve construction.
- Investigate and explain discrepancies between models, systems, or market data.
- Produce clear, defensible model development and validation documentation and sign‑off notes.
Quantitative infrastructure & tooling
- Design and maintain backend quantitative libraries and services.
- Build and support APIs and analytics used via Excel and other front‑end tools.
- Implement testing, regression checks, and data sanity controls.
- Contribute to improving reliability, monitoring, and auditability of quant systems.
Key responsibilities Continues
Business support & change initiatives
- Support new business initiatives such as new deals, new instruments, or curve changes.
- Contribute quantitative analysis to regulatory and market transitions (e.g. ZARONIA).
- Work with stakeholders to translate business requirements into robust quantitative solutions.
- Provide day‑to‑day quantitative support to the business where required.
Required Skills and Experience
- MSc (Maths, Physics, Engineering) Degree with 3 to 6 years related experience.
- Strong quantitative, analytical and mathematical skills, required in the construction of yield curves and volatility surfaces, and their interpretation thereof.
- Proficiency in statistical analysis and data modelling.
- Strong Microsoft Office and programming experience in Python, C#, VBA, or similar.
- Understanding of or strong interest in financial markets.
- Knowledge of financial risk management, portfolio theory and portfolio optimisation.
- Clear written and verbal communication skills, particularly in the ability to translate complex mathematical concepts clearly, and their effective document thereof.
Desired Experience
- Experience building tools or APIs used by others (especially Excel integration).
- Familiarity with testing frameworks, version control, or production support environments.
- CFA or FRM designation would be an advantage.
- Knowledge of working on risk and trading systems like Murex would be an advantage.
- Prior experience in model validation, risk, or front‑office quant support.
What we Value
- A strong quality mindset: correctness, robustness, and clarity matter more than complexity.
- Ownership and accountability for delivered work.
- Curiosity and willingness to learn both the markets and the systems.
- Ability to work with both technical and non‑technical stakeholders.
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
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