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?

• Consistent performance meeti ng minimum producti on requirements.
• Building a strong pipeline through eff ecti ve prospecti ng.
• Applying technical insurance knowledge and principles of risk management to maintain a profitable portfolio.

Undertake Relevant Behaviours To Attain Targets Relating To

• Adhering to compliance and ensuring comprehensive Record of Advice completion.
• Promoting the Sanlam and Santam brand.
• Treating customers fairly in all client engagements.
• Aligning the role to your personal career aspirations.

Responsibilities:

• Networking, prospecting, and lead generation.
• Face-to-face interactions, social or business, to create business opportunities.
• Prospecting 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.
• Using existing sources to establish opportunities across Sanlam businesses.
• Personalized client value propositions.
• Marketing on social media.
• 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 responding to client needs, discussions at renewal, managing unpaid premiums of clients, and
• cancellations.

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 client’s
• short term insurance needs.
• Present short-term insurance solutions to the client professionally and competently aligned to Treating
• Customers Fairly.
• Use relevant processes and system tools to capture analysis information and update records accordingly.
• Review client’s portfolio annually with a full Record of advice.

Client Service:

• Ensure all client interactions are ethical, courteous, and professional.
• Managing client’s claims needs from registration to settlement.
• 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 to service clients within the defined market.
• Initiate long-term client relationships and maintain a relational focus.

Monitoring, updating, 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.

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.