Sanlam Financial Advisor Vacancies – Financial Advisor

Website Sanlam

Job Description:

Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.

Job Responsibilities:

  • To work in allocated key accounts and allocated markets.
  • Care because we respect each other
  • Grow value through innovation & superior performance
  • Act with integrity & accountability
  • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
  • To update and inform customers and client public of our new products.
  • To offer customer service to Sanlam clients.
  • To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.

Job Requirements:

  • Clear Credit and Criminal records
  • RE5 an advantage
  • Matric (grade 12) or NQF level 4
  • FAIS Compliance
  • At least one years’ work experience within sales or marketing

Qualification & Experience:

  • Ability to influence client decision
  • Confident decision maker
  • Client Service Orientation
  • A smartphone that is compatible with the latest technology, i.e. Android or Apple
  • Analytical
  • Great business acumen
  • Adhering to principles and values

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Makhado, Limpopo, SA

Application Deadline: N/A

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