1. Main Function of the Role
The primary function of the Financial Advisor is to offer personalized financial solutions to clients by selling Sanlam products and services, ensuring outstanding client service. The role focuses on helping clients achieve financial security and growth while representing the Sanlam brand with integrity and professionalism.
2. Key Performance Areas
2.1 Client Acquisition and Relationship Management:
- Sourcing and acquiring new clients outside the office environment.
- Building and maintaining long-term client relationships by addressing their financial needs.
2.2 Sales and Service Excellence:
- Selling Sanlam products, including investments, insurance, and other financial solutions.
- Delivering exceptional client service to enhance customer satisfaction and loyalty.
2.3 Entrepreneurial Development and Career Progression:
- Opportunities to grow into roles such as Tied Agents, Associates, and Bluestar business owner.
- Actively pursuing career progression goals aligned with Sanlam’s development programs.
2.4 Performance and Compliance:
- Meeting or exceeding sales targets and deadlines under pressure.
- Ensuring compliance with all industry regulations and company policies.
3. Qualifications and Experience
3.1 Minimum Education:
- Grade 12 certificate with a minimum of 23 points.
3.2 Age Requirement:
- Candidates must be at least 25 years old.
3.3 Industry Experience:
- A minimum of 3 years of experience in sales, financial services, or a related industry.
4. Skills and Attributes
4.1 Skills:
- Passion for sales and client service
- Ability to identify and address client financial needs effectively
- Excellent organizational and stress management skills
- Strong entrepreneurial mindset
4.2 Attributes:
- Resilient and able to work under pressure to meet tight deadlines.
- Self-motivated with a drive to succeed and achieve goals.
- Personable and skilled at building relationships with diverse clients.
5. Benefits
- Comprehensive training, mentoring, and coaching.
- 100% commission-based earnings, subject to taxation.
- Access to pension fund, group life, and medical schemes.
- Vesting production bonuses for the first 36 months of service.
- Financial assistance for office space, laptop, 4G connectivity, telephone, and parking.
- Above-market vesting allowance as per contract.
- Collaboration with Sanlam Personal Portfolio and Unit Trust Investment specialists.
This position offers a rewarding opportunity for entrepreneurial individuals passionate about making a meaningful impact in people’s lives by providing outstanding financial advisory services.
Closing date: 31 January 2025