Dynamic Short-Term Insurance Advisor

Sanlam Limited; Cape Town; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Sanlam Limited seeks a Short-term Insurance Adviser for National positions in Cape Town. The role focuses on delivering professional financial advice and suitable products to clients, building long-term relationships and driving sustainable business growth through compliant, ethics-driven practices.

The position requires FAIS Fit and Proper accreditation, Grade 12, and a strong track record of advisory success in a tight regulatory environment.

Qualifications

• Financial advice and support knowledge for clients.
• Production target achievement and budgeting skills.
• Compliance and risk management understanding.
• Client relationship management and portfolio guidance.
• Financial planning and recommendations expertise.

Responsibilities

• Provide professional and relevant financial advice, planning and products to new and existing clients.
• Undertake client fact-finding and needs analysis to build a balanced portfolio.
• Present financial solutions in a compliant and transparent manner.
• Maintain long-term relationships and service clients to generate ongoing advice and sales.
• Conduct weekly/monthly activity reporting and ensure timely client updates.

Skills

Financial advice

Sales targets

Client relationship mgmt

Financial planning

Compliance & risk

Education

Grade 12

FAIS Fit & Proper

Job description

Sanlam Limited seeks a Short-term Insurance Adviser for National positions in Cape Town. The role focuses on delivering professional financial advice and suitable products to clients, building long-term relationships and driving sustainable business growth through compliant, ethics-driven practices.

The position requires FAIS Fit and Proper accreditation, Grade 12, and a strong track record of advisory success in a tight regulatory environment.