Financial Advisor | Sanlam

Sanlam Careers – Financial Advisor

As a Financial Advisor, your primary objective is to provide professional and tailored financial advice, planning, and products to both new and existing clients. Your role involves:

1. Assisting in Business Growth:
   • Committing to marketing plans and targets set for business growth.
   • Utilizing market segmentation and customer profiles to support sales and growth.
   • Generating revenue and meeting activity quotas.
   • Promoting the Sanlam brand and ensuring fair treatment of customers.
2. Networking and Leads Generation:
   • Engaging in face-to-face interactions to create business opportunities.
   • Prospecting new clients through various channels, including social networks and associations.
   • Strengthening existing relationships and identifying sales opportunities.
   • Implementing focused campaigns and leveraging existing client base for referrals.
3. Client Consultations and Sales:
   • Conducting comprehensive fact-finding with clients to understand their needs.
   • Performing financial needs analysis and providing personalized financial planning advice.
   • Presenting financial solutions professionally and ethically.
   • Reviewing client portfolios annually and updating records accordingly.
4. Client Service:
   • Ensuring all client interactions are ethical, courteous, and professional.
   • Striving for excellent service to retain clients and prevent them from seeking competitor products.
   • Continuously learning to stay updated on industry issues and market trends.
5. Monitoring, Updating, and Reporting:
   • Documenting and reporting activities such as appointments, consultations, and issued business.
   • Updating client details and maintaining accurate records.
   • Utilizing appropriate workflow and activity monitoring systems.

Qualifications and Experience:

• Grade 12
• Successful completion of Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and Regulatory Examination.
• Experience in financial advice, target achievement, compliance, and client relationship management.

Personal Attributes:

• Effective communication skills
• Tech-savvy
• Action-oriented
• Interpersonal savvy
• Persuasive

Build a Successful Career with Us:

We are dedicated to helping our employees realize their potential and achieve their career goals. Through various business clusters, including Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office, we offer numerous opportunities for growth and development.

Core Competencies:

• Collaboration
• Resilience
• Results-driven
• Innovation
• Customer focus

Turnaround Time:

The shortlisting process will commence after the application due date. The duration of the process will depend on your progress and manager availability.

Our Commitment to Transformation:

We are committed to achieving transformation and embracing diversity in the workplace. Our Employment Equity plan and targets will be considered as part of the selection process.