Job Description

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.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?1. Assist in growing the Sanlam Adviser BusinessBe 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 quotasPromote the Sanlam brandTreating customers fairly to be applied to all client engagementsRole is aligned to your personal career aspirations2. Networking, prospecting and leads generationFace 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.