Strategic Financial Advisor & Planner

Sanlam; Jawa Barat; On-site; IDR 120,000,000 - 240,000,000; Full time

Job summary

Sanlam Life Ltd is seeking a proactive Financial Advisor to provide tailored financial advice, planning and products to new and existing clients in Indonesia. You will build sustainable, compliant relationships, achieve revenue targets and contribute to the growth of the adviser business while promoting the Sanlam brand.

Key responsibilities include client needs analyses, presenting financial solutions, documenting findings, and maintaining high standards of ethical practice and compliance in

Qualifications

• Provide financial advice and support to clients.
• Achieve revenue targets and manage budgets.
• Ensure compliance and risk management in client engagements.
• Maintain strong client relationships and deliver ongoing financial planning recommendations.
• Present financial solutions that meet client needs and adhere to regulatory standards.

Responsibilities

• Grow the Sanlam Adviser Business
• Contribute to marketing plans and distribution strategy targets
• Apply market segmentation to support sales and growth

Skills

Financial advice

Target achievement

Compliance risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper

FSCA registration (if >24 months)

Job description

Sanlam Life Ltd is seeking a proactive Financial Advisor to provide tailored financial advice, planning and products to new and existing clients in Indonesia. You will build sustainable, compliant relationships, achieve revenue targets and contribute to the growth of the adviser business while promoting the Sanlam brand.

Key responsibilities include client needs analyses, presenting financial solutions, documenting findings, and maintaining high standards of ethical practice and compliance in