Strategic Financial Planner & Advisor

Sanlam; Jawa Barat; On-site; IDR 329,808,051 - 604,648,093; Full time

Job summary

Sanlam is seeking a dedicated Financial Adviser to provide professional financial advice, planning and products tailored to client needs, while building long-term relationships and sustainable revenue. You will deliver compliant, high-quality service and play a key role in growing the Sanlam Adviser Business.

The role focuses on assessing client needs, presenting financial solutions, and maintaining ongoing client engagement to meet targets and ensure regulatory compliance.

Qualifications

• Provides professional financial advice and planning to clients.
• Supports sustainable revenue with compliant processes.
• Maintains and services long-term client relationships.

Responsibilities

• Advise clients on financial products and strategies.
• Achieve revenue targets and manage activity levels.
• Promote Sanlam brand and ensure high-quality client engagements.
• Ensure all client interactions comply with disclosures and regulatory requirements.

Skills

Financial advice

Target achievement

Budgeting

Compliance & risk management

Client relationship management

Financial planning

Education

Grade 12

Job description

Sanlam is seeking a dedicated Financial Adviser to provide professional financial advice, planning and products tailored to client needs, while building long-term relationships and sustainable revenue. You will deliver compliant, high-quality service and play a key role in growing the Sanlam Adviser Business.

The role focuses on assessing client needs, presenting financial solutions, and maintaining ongoing client engagement to meet targets and ensure regulatory compliance.