Sanlam Financial Planner 2024
Introduction:
Welcome to Sanlam Life Ltd, a leading financial services provider dedicated to fostering enduring relationships with our financial advisors and empowering them to achieve greatness. At Sanlam, we recognize the aspirations of our advisors for personal and professional growth, and we are committed to supporting them in realizing their full potential. Our company ethos is rooted in a profound respect for the value of individuals and a belief in their limitless capacity for growth and success. Sanlam Financial Planner 2024
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The Role: Sanlam Financial Planner 2024
As a financial advisor at Sanlam Life Ltd, your role is pivotal in providing clients with professional financial advice, planning, and products tailored to their needs. By cultivating sustainable business relationships and delivering exceptional service, you will contribute to the growth and success of the Sanlam brand. Your responsibilities include:
- Growing the Sanlam Adviser Business:
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- Committing to marketing plans and targets set for business development.
- Applying market segmentation and customer profiling strategies to support sales and growth.
- Generating revenue through single and recurring premiums while promoting the Sanlam brand.
- Ensuring compliance with Treating Customers Fairly principles and aligning actions with personal career aspirations.
- Networking, Prospecting, and Lead Generation:
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- Utilizing face-to-face interactions, social networks, and business associations to create business opportunities.
- Prospecting new clients through creative avenues such as social media marketing and ad hoc presentations.
- Strengthening existing relationships and identifying new service opportunities within the market.
- Collaborating with Sanlam businesses to explore cross-selling opportunities and generate leads.
- Client Consultations and Sales:
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- Conducting comprehensive fact-finding with each client to understand their needs and priorities.
- Performing financial needs analyses and presenting personalized financial solutions in a professional manner.
- Ensuring compliance with regulatory requirements and treating clients fairly throughout the sales process.
- Reviewing client portfolios annually to assess performance and make necessary adjustments.
- Client Service:
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- Providing ethical, courteous, and professional service to clients at all times.
- Resolving client queries and issues promptly through appropriate channels.
- Striving for excellence in service delivery to maintain client loyalty and satisfaction.
- Pursuing continuous learning and development to enhance knowledge and skills in financial advisory services.
- Monitoring, Updating, and Reporting:
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- Documenting and reporting activities related to client interactions, sales, and revenue generation.
- Updating client details and maintaining accurate records of interactions and transactions.
- Adhering to workflow and activity monitoring systems to ensure efficient business operations.
Qualifications and Experience: Sanlam Financial Planner 2024
To excel in this role, you should possess the following qualifications and attributes:
- Grade 12 qualification.
- Compliance with the Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements.
- Demonstrated knowledge and skills in financial advice, production target achievement, compliance, and client relationship management.
- Effective communication, interpersonal, and persuasion skills.
- Tech-savvy with the ability to adapt to digital tools and platforms.
Building a Successful Career with Sanlam: Sanlam Financial Planner 2024
At Sanlam Life Ltd, we are committed to nurturing strong, lasting relationships with our employees and supporting them in achieving their career aspirations. Through our diverse business clusters and commitment to growth and development, we provide numerous opportunities for career advancement and personal growth. Our core competencies include collaboration, resilience, results-driven focus, innovation, and customer-centricity, which guide our employees in achieving success.
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Our Commitment to Transformation: Sanlam Financial Planner 2024
Sanlam Life Ltd is dedicated to embracing diversity and fostering an inclusive work environment that celebrates the unique contributions of every individual. We believe that diversity, equity, and inclusion are essential for building a thriving and sustainable business in South Africa. Through our commitment to transformation, we aim to create a workplace where all employees feel valued, respected, and empowered to reach their full potential.
Turnaround Time and Application Process: Sanlam Financial Planner 2024
The shortlisting process for applications will commence upon the application due date. The duration of the process will depend on the progression of candidates and the availability of managers. We encourage interested applicants to submit their applications promptly to be considered for this exciting opportunity.
Conclusion: Sanlam Financial Planner 2024
Joining Sanlam Life Ltd means becoming part of a dynamic team dedicated to building strong relationships, realizing individual worth, and driving success. As a financial advisor, you will play a crucial role in providing clients with expert financial advice and solutions that meet their needs and aspirations. With our commitment to transformation, growth, and development, Sanlam offers a supportive environment where you can thrive and build a rewarding career. We invite you to embark on this journey with us and make a positive impact in the world of finance.