Adviser: Short Term Insurance

Adviser: Short Term Insurance – Quantify MO

Location: Nelspruit, Mpumalanga, South Africa
Company: Sanlam Group
Date Posted: 24 July 2025

About Sanlam

Sanlam Life and Savings (SLS) focuses on serving retail and corporate clients in South Africa, offering strategic direction and governance oversight to various business units. The group values innovation, inclusivity, and strong client relationships.

Role Purpose

Provide professional, relevant financial advice and products to new and existing clients, helping them meet their needs while growing sustainable, high-quality business in compliance with ethical and regulatory standards.

Key Responsibilities

1. Business Growth

Support marketing plans to grow the adviser business
Understand market segmentation and customer profiles
Achieve revenue and activity targets
Promote the Sanlam brand and apply fair treatment in all client dealings

2. Networking & Lead Generation

Build business opportunities through face-to-face and social interactions
Prospect new clients creatively via networks and presentations
Strengthen relationships and identify sales opportunities
Use social media marketing
Generate leads and referrals

3. Client Consultations & Sales

Ensure compliance in client interactions
Conduct thorough fact-finding and financial needs analysis
Provide sound financial planning advice and present balanced portfolios
Maintain accurate client records and conduct annual portfolio reviews

4. Client Service

Deliver courteous, professional, and ethical service
Resolve business queries promptly
Foster long-term client relationships
Keep knowledge and skills current with industry developments

5. Monitoring & Reporting

Track and report contacts, appointments, issued business, and revenue
Maintain up-to-date client records and activity logs

Qualifications & Experience

Grade 12 (Matric)
FAIS "Fit and Proper" registration with FSCA (over 24 months preferred)

KnFinancial advice and client relationship management

Compliance and risk management
Production target achievement and budgeting

Personal Attributes

Effective communicator
Tech savvy
Action-oriented and results-driven
Strong interpersonal and persuasion skills

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Adviser: Short Term Insurance