Sanlam Financial Advisor Job (Grade 12 entry Level): Job Details and Application Information
Sanlam is hiring financial advisors to provide professional and relevant financial advice, planning, and products to new and existing clients, ensuring sustainable business growth and long-term client relationships.
Job Details:
- Company Name: Sanlam
- Job Title: financial advisors
- Salary: Market-related
- Location: Free State, South Africa
In case you don’t meet the requirements, applications closed or you not around Springs, Gauteng Province kindly: click here to see more Jobs in various locations.
About Sanlam:
Sanlam Developing Markets (SDM) is a wholly-owned subsidiary of Sanlam Life Limited and a leading provider of financial services in the South African entry-level and emerging middle market. With a focus on understanding client needs, SDM offers affordable financial solutions including funeral insurance, education savings, life cover, and personal accident plans. Managed under the SA Retail Mass cluster, part of the Sanlam Life and Savings cluster, SDM aims to provide simple and comprehensive financial products.
Company History and Background:
Sanlam, founded in 1918, is a prominent financial services group in South Africa. It has grown to offer a wide range of services including insurance, financial planning, retirement, investments, and wealth management. Over the years, Sanlam has expanded its reach across the African continent and into various global markets, maintaining a strong commitment to client-centric service and innovative financial solutions.
Job Description:
The role of a financial advisor at Sanlam includes:
- Providing financial advice and planning to clients.
- Procuring sustainable, high-quality business.
- Maintaining and servicing client relationships for long-term brand loyalty.
- Ensuring compliant and ethical interactions with clients.
- Promoting the Sanlam brand and treating customers fairly.
- Generating revenue through new and recurring premiums.
- Networking, prospecting, and generating leads.
- Conducting comprehensive fact-finding and financial needs analysis.
- Presenting tailored financial solutions to clients.
- Ensuring ethical, courteous, and professional client interactions.
- Continuous learning and staying updated on market/industry issues.
- Monitoring and reporting client activities and business performance.
Key Responsibilities:
- Client Engagement: Interact face-to-face, through social or business networks, and create business opportunities.
- Prospecting: Identify and convert new clients, strengthen existing relationships, and utilize social media for marketing.
- Client Consultations and Sales: Ensure compliance, document client needs, provide financial planning advice, and present solutions professionally.
- Client Service: Maintain ethical standards, resolve queries promptly, and provide exceptional service to retain clients.
- Monitoring and Reporting: Track and report contact activities, issued business, revenue targets, and client details.
Qualification and Experience:
- Educational Requirement: Grade 12
- Regulatory Requirements: Comply with the Financial Advisory and Intermediary Services Act (FAIS) “Fit and Proper” requirements and pass the Regulatory Examination if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.
Applying for Sanlam Financial Advisor Job (Grade 12 entry Level)
Interested candidates can apply by submitting their resumes and a cover letter through Sanlam’s official career portal or via email to the HR department. Ensure that all applications are submitted before the closing date.
Application Link: Sanlam Financial Advisor
