Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning, and products that are suited to their needs. Undertake the procurement of sustainable business of 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.What will make you successful in this role?Assist in growing the Sanlam Adviser BusinessBe committed to the marketing plans and targets set for growing and developing the business.Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth.Networking, prospecting, and leads generationFace-to-face interactions to create business opportunities.Prospecting of new clients through creative opportunities such as business/social networks and presentations.Strengthening existing relationships by increasing the current service.Client consultations and salesEnsure all client interactions are compliant in terms of disclosures and advice given.Conduct a financial needs analysis to ascertain the client’s full financial situation.Provide sound personal financial planning advice.Client ServiceEnsure all client interactions are ethical, courteous, and professional.Strive for excellent, value-added service to clients.Monitor, update, and reporting (weekly/monthly)Document and present the number and profile of contacts, appointments, and consultations.Update client details on records.Qualification and ExperienceGrade 12Financial 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 SkillsFinancial advice and supportProduction target achievement and budgetingCompliance and risk managementClient relationship managementFinancial planning and recommendationsPersonal AttributesCommunicates effectivelyTech savvyAction orientatedInterpersonal savvyPersuadesCore CompetenciesCollaboratesBeing resilientDrives resultsCultivates innovationCustomer focusOur commitment to transformationThe Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace.#J-18808-Ljbffr