Job Description
Responsibilities
Provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Manage the procurement of sustainable business in line with business targets, maintain and service clients to build long‑term relationships that generate ongoing advice and sales, and perform all activities in a compliant and ethical manner to sustain the Sanlam Group business and brand.
- Assist in growing the Sanlam Adviser Business.
- Commit to marketing plans and targets set for business development as defined by the distribution strategy.
- Apply knowledge of market segmentation and customer profiles to support sales and growth within the defined market.
Relevant Behaviours to Achieve Targets
- Revenue generation (single and recurring premiums)
- Activity quotas
- Promote the Sanlam brand
- Treat customers fai...