Financial Planner

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re committed to building strong, lasting relationships with our financial advisors. We support your hopes for your future – your career, personal development, and achieving great things. We pride ourselves on helping our financial advisors realize their worth.

Our company values respect for individual worth and potential. We believe that your worth is infinite and unique, and we aim to inspire you to recognize this.

We offer every contracted person at Sanlam the opportunity to maximize their potential, be recognized, respected, and rewarded for their capabilities.

The role involves providing new and existing clients with professional, relevant financial advice, planning, and products tailored to their needs. You will undertake the procurement of sustainable, high-quality business aligned with set targets. Maintaining and servicing clients to foster long-term loyalty, while building and sustaining the Sanlam brand ethically and compliantly, is essential.

• Commit to marketing plans and targets for business growth as per the distribution strategy.
• Use knowledge of market segmentation and customer profiles to support sales and growth.

Achieve targets related to:

• Revenue (single and recurring premiums)
• Activity quotas
• Promotion of the Sanlam brand
• Fair treatment of customers in all engagements
• Aligning the role with personal career aspirations

• Engage in face-to-face interactions to create business opportunities.
• Prospect through social or business networks, associations, or presentations.
• Convert trusted relationships into business relationships.
• Enhance existing relationships with increased service.
• Utilize existing sources to identify opportunities across Sanlam businesses.
• Create personalized client value propositions.
• Market on social media.
• Engage in activities to generate leads and prospects.
• Identify marketing gaps and sales opportunities within the middle-high and affluent markets.
• Implement targeted campaigns with clients.
• Request ongoing leads and referrals.
• Monitor client activities like maturities, cancellations, or surrenders.

• Ensure all interactions comply with disclosure and advice standards.
• Conduct comprehensive fact-finding to understand client needs; document findings.
• Perform financial needs analysis using relevant tools or systems.
• Provide sound financial planning advice.
• Present solutions professionally, aligned with fair treatment principles.
• Update records accurately using system tools.
• Review client portfolios annually.

• Maintain ethical, courteous, and professional interactions.
• Follow up on queries through support channels.
• Deliver excellent, value-added service to retain clients.
• Continuously update knowledge and skills.
• Build long-term relationships with clients.

Document and present activities such as contacts, consultations, business issued, revenue, and client details regularly.

Grade 12; FAIS 'Fit and Proper' certification and Regulatory Examination passed if registered with FSCA for over 24 months.

Financial advice, support, target achievement, compliance, client management, financial planning.

Effective communication, independence, tech-savviness, action-oriented, interpersonal skills, persuasive abilities.

We value long-term relationships with our employees, supporting your career and personal growth. Our diverse business clusters provide ample opportunities for development.

Collaboration, resilience, results-driven, innovation, customer focus.

The shortlisting process begins after the Final date to receive applications; duration depends on progress and management availability.