SANLAM : FINANCIAL ADVISER – NATIONAL 2024

The Sanlam Personal Finance (SPF) cluster is responsible for Sanlam’s retail business in South Africa. SPF provides clients across different market segments (entry-level, middle-income, affluent, professional market and business owners) with a comprehensive range of appropriate and competitive financial solutions. These include traditional life insurance risk and savings products, investment, retirement, health and fiduciary services. Designed to facilitate long-term wealth creation, protection and niche financing, these solutions are engineered around client needs. As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

Position Description

Sanlam is seeking entrepreneurial, dynamic self-starters to join the fast paced, greatly rewarding industry of financial planning and wealth creation.
Successful candidates will receive extensive training and development that will culminate in an industry specific post graduate qualification. We provide on-going support from our professional team of specialists and a strong mentorship environment that new candidates thrive in. We also offer a highly competitive remuneration model and technical support.
Candidates applying should consider the fact that this position is a long-term career opportunity to grow into your own practice, hence hard work and learning will be on going requiring diligence and dedication.
There are positions available in the following areas:
East London, Umthatha, Butterworth, Grahamstown, Bisho, Queenstown, Idutywa,
Umhlanga, PMB, Empangeni, Richards bay, Ulundi, Newcastle, Vryheid, Ladysmith, Volksrust, Dundee, Escourt,
Portshepstone, and Stanger.

Key Responsibilities

• Establish long-term relationships with clients
• Prospecting for new clients
• Creating  tailored financial solutions for clients
• Focus on identifying client needs and then offer suitable financial
• solutions.
• Provide excellent service orientation and frequent contact with clients

Minimum Requirements

• Grade 12 ( possessing a tertiary qualification would be highly advantageous)
• Computer literate
• No adverse listings (criminal, credit, etc.)
• RE 5 if you have been within the financial services industry for more than 18months
• Driver’s license with own reliable transport

Competencies

• Excellent communication, interpersonal and listening skills;
• The ability to explain complex information simply and clearly;
• The ability to network and establish relationships with clients;
• Research and analytical skills;
• Negotiation and influencing skills as well as determination and tenacity;
• Time management skills;
• Customer service skills;
• Self-motivation and organisation;
• A good level of numeracy and IT skills;
• A target-driven mindset;
• Discretion and an understanding of the need for client confidentiality;
• An ethical and professional approach to workFOR OFFICE USE ONLY: # LI WRAP

Apply to Sanlam Personal Finance on their website