Sanlam Short term financial advisor: National positions

1 month ago

Western Cape, Saudi Arabia Sanlam Group Full time

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 clientââ¬â¢s 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 ââ¬Ëback-officeââ¬â¢ 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.
  • Knowledge and Skills
  • Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
  • Financial planning and recommendations

Personal Attributes

  • Communicates effectively - Contributing independently
  • Tech savvy - Contributing independently
  • Action orientated - Contributing independently
  • Interpersonal savvy - Contributing independently
  • Persuades - Contributing independently

  • Sanlam: Data

    4 weeks ago

    Cape Town, Saudi Arabia Sanlam Full time

    Sanlam: Data & Digital Academy Internship Programme 2024   An exciting opportunity is available for soon-to-be or recent graduates to join the Sanlam Data & Digital Academy. We are seeking bright minds who are eager to build and develop technical, analytical, and business skills while working on real business cases within the Sanlam Business...

  • Data & Digital Academy Internships 2024

    4 weeks ago

    Cape Town, Western Cape, Saudi Arabia Sanlam Full time

    Sanlam: Data & Digital Academy Internship Programme 2024An exciting opportunity is available for soon-to-be or recent graduates to join the Sanlam Data & Digital Academy. We are seeking bright minds who are eager to build and develop technical, analytical, and business skills while working on real business cases within the Sanlam Business Intelligence and...

  • SA National Parks: Financial Accounting

    1 month ago

    Cape Town, Western Cape, Saudi Arabia South African National Parks Full time

    SA National Parks: Financial Accounting / Internal Auditing Internship Programme 2024Applications are hereby invited from graduates who completed their National Diploma / Degree at a Public Higher Education Institution (HEI) in South Africa and wish to be placed in SANParks for a period of one (1) year with a monthly stipend of R Duration: 12 Months...

  • SA National Parks: Financial Accounting

    1 month ago

    Cape Town, Saudi Arabia South African National Parks Full time

    SA National Parks: Financial Accounting / Internal Auditing Internship Programme 2024   Applications are hereby invited from graduates who completed their National Diploma / Degree at a Public Higher Education Institution (HEI) in South Africa and wish to be placed in SANParks for a period of one (1) year with a monthly stipend of R6...

  • Legal Advisor Specialist

    4 weeks ago

    Cape Town, Western Cape, Saudi Arabia Old Mutual South Africa Full time

    Job DescriptionThe appointment will be made from the designated group in line with the Employment Equity Plan of Old Mutual South Africa and the specific business unit in question.An opportunity has become available for a Legal Advisor Specialist within the Legal team within the Old Mutual Personal Finance business unit. This role provides specialist legal...

  • Chief Financial Officer

    5 days ago

    Cape Town, Saudi Arabia Lesedi Nuclear Services Pty Ltd Full time

    PURPOSE OF ROLELesedi seeks an exceptional Chief Financial Officer CFO to play a vital role in steering the financial direction of the company. The CFO will have a broad mandate to oversee all financial aspects of the company, serve as a strategic advisor to the executive team, and ensure that financial strategies align with our long-term objectives. This...

  • Chief Financial Officer

    4 days ago

    Cape Town, Western Cape, Saudi Arabia Lesedi Nuclear Services Pty Ltd Full time

    PURPOSE OF ROLELesedi seeks an exceptional Chief Financial Officer CFO to play a vital role in steering the financial direction of the company. The CFO will have a broad mandate to oversee all financial aspects of the company, serve as a strategic advisor to the executive team, and ensure that financial strategies align with our long-term objectives. This...

  • Financial Accountant

    3 days ago

    Cape Town, Saudi Arabia Overberg Water Board Full time

    DescriptionOverberg Water is a Water Board established in terms of section 28 of Water Services Act, No 108 of 1997 and is classified as Government Business Enterprise as per Schedule 3B of the Public Finance Management Act No. 1 of 1999 as amended.RequirementsGovernment Business Enterprise as per Schedule 3B of the Public Finance Management Act No. 1 of...

  • Financial Accountant

    3 days ago

    Cape Town, Western Cape, Saudi Arabia Overberg Water Board Full time

    DescriptionOverberg Water is a Water Board established in terms of section 28 of Water Services Act, No 108 of 1997 and is classified as Government Business Enterprise as per Schedule 3B of the Public Finance Management Act No. 1 of 1999 as amended.RequirementsGovernment Business Enterprise as per Schedule 3B of the Public Finance Management Act No. 1 of...

  • Branch Manager

    2 days ago

    Western Cape, Saudi Arabia Momentum Metropolitan Holdings Limited Full time

    RequirementsQualifications:Matric or equivalent NQF Level 5 qualificationRE5FAIS Representative legislative qualificationClass of Business 3 and 7 preferableExperience3-5 years of working experience in the financial services industryA minimum of 2 years of managerial experience overseeing the rendering of financial adviceExperience in FAIS Tier 1 Long Term...

  • Financial Accountant

    2 weeks ago

    Cape Town, Western Cape, Saudi Arabia Momentum Full time

    RequirementsExperience and QualificationsBComm Degree in Financial Management or Accounting or related qualification3 years in the Insurance or Financial industry5-7 years' relevant accounting experience essentialDuties & ResponsibilitiesINTERNAL PROCESSPerforming the Reinsurance function within Group InsuranceProcessing Reinsurance premium and claim...

  • Supply Planning Manager

    16 hours ago

    Cape Town, Saudi Arabia Levi Strauss & Co. Full time

    JOB DESCRIPTIONDelivery on time of an accurate monthly optimized medium and long term finished good inventory and production plan balancing service level/ financial targets with production capabilities.Delivery of an on time and accurate monthly fabric purchase plan that balances the production needs, the RM markdown exposure and the fabric inventory level...

  • Supply Planning Manager

    12 hours ago

    Cape Town, Western Cape, Saudi Arabia Levi Strauss & Co. Full time

    JOB DESCRIPTIONDelivery on time of an accurate monthly optimized medium and long term finished good inventory and production plan balancing service level/ financial targets with production capabilities.Delivery of an on time and accurate monthly fabric purchase plan that balances the production needs, the RM markdown exposure and the fabric inventory level...

  • Financial Accountant

    2 weeks ago

    Cape Town, Saudi Arabia Momentum Full time

    RequirementsExperience and QualificationsBComm Degree in Financial Management or Accounting or related qualification3 years in the Insurance or Financial industry5-7 years’ relevant accounting experience essentialDuties & ResponsibilitiesINTERNAL PROCESSPerforming the Reinsurance function within Group InsuranceProcessing Reinsurance premium and claim...

  • Senior Legal Advisor

    12 hours ago

    Cape Town, Western Cape, Saudi Arabia PPS Full time

    Minimum Requirements5+ years' experience in a financial services environment.Experience/ knowledge of investments products, asset management industry, Pension Funds, Management Companies, Linked Investment Service Providers.Ideal experience:LLB/ admitted attorney.Postgraduate Diploma in Law or Business Administration would be advantageous.Systems...

  • Legal Advisor

    12 hours ago

    Cape Town, Western Cape, Saudi Arabia Truworths Full time

    Key ResponsibilitiesDrafting, reviewing and approving commercial agreements.Providing legal advice, guidance, assistance and written legal opinions on various commercial legal matters.Advice and assistance on effective new legislative enactments, amendments and matters affecting the Company.Working knowledge of the National Credit Act NCA, the Consumer...

  • Permanent - External Sales

    2 weeks ago

    Western Cape, Saudi Arabia Unique Personnel Full time

    Responsibilities:Identify and prescribe products or services based on the customer’s needs and or market needs.Follow up on leads generated Including new COD accounts opened by internal sales or from external sources.Generate quotes, sales orders and invoices including follow up’sIdentify / Suggest products or ranges based on customer needs, identify...

  • Head: Strategic Business Development

    3 weeks ago

    Cape Town, Western Cape, Saudi Arabia Unitrans Full time

    Job Advert Summary Unitrans has an exciting position as Head: Strategic Business Development. The purpose of the role is to identify and lead strategic business development opportunities delivering sustainable, profitable revenue growth for Unitrans as a leading Supply Chain Solutions provider in South African and broader African territories.The scope...

  • Learnerships 2022

    3 weeks ago

    Cape Town, Western Cape, Saudi Arabia Santam Full time

    Santam: Learnership Programme 2022 / 2023The Santam Learnership Programme is an entry-level transformation initiative aimed at building a sustainable pipeline of talented people who will support business in meeting its objectives by addressing the present lack of skills within the financial services sector. Requirements:ONLY applicants in possession of a...

  • Mining Planner

    1 week ago

    , Northern Cape, Saudi Arabia TAU Mining Pty Ltd. Full time

    Job purpose:The role is responsible for providing the Company with specialist mine planning services and expertise in support of the Tau Mining operations. The Mining Planner must have an excellent understanding of economic principles behind a profitable mine plan mineral quality parameters, blending, cut-off grade/quality, limits, mining width, dilution,...