Financial Planning Specialist
3 weeks ago
About Us
Sanlam Limited is a leading financial services provider in the South African market. Our company values building strong, lasting relationships with our clients and employees alike. We strive to help our financial advisors and employees realise their worth through personal and professional growth opportunities.
Job Description
This role involves providing new and existing clients with professional financial advice, planning, and sales that meet their needs. You will be responsible for procuring sustainable business, maintaining client relationships, and generating ongoing advice and sales. Your primary goal is to build loyalty to the Sanlam brand while ensuring compliance and ethical practices.
Key Responsibilities:
- Revenue generation through single and recurring premiums
- Meeting activity quotas and promoting the Sanlam brand
- Treating customers fairly in all client engagements
- Aligning your role with your personal career aspirations
Networking and Lead Generation
You will engage in face-to-face interactions, social connections, and creative opportunities to create business leads. This includes prospecting new clients, conducting financial needs analyses, and presenting financial solutions in a professional manner.
Qualifications and Experience
A Grade 12 certificate is required, along with completion of the Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements and Regulatory Examination if registered with the Financial Sector Conduct Authority (FSCA).
Knowledge and Skills
Essential skills include financial advice and support, production target achievement, compliance and risk management, client relationship management, and financial planning and recommendations.
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