Financial Adviser-PMB(Commission Only)

Sanlam; Pietermaritzburg; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Sanlam is seeking a Financial Advisor dedicated to offering meaningful financial solutions to emerging markets. The successful candidate will provide personalized financial advice, assist clients in understanding product offerings, and ensure compliance with industry regulations while developing their career in a supportive environment.

Benefits

Career and personal development opportunities

Strong, lasting relationships with employees

Qualifications

• Minimum Matric (Grade 12) or NQF Level 4 qualification required.
• At least two years of sales or marketing experience preferred.
• Clear credit and criminal records are necessary.

Responsibilities

• Provide financial advice and develop financial plans.
• Work with allocated key accounts and markets.
• Inform customers about new products.

Skills

Sales tactics

Client service

Regulatory frameworks

Education

Matric (Grade 12)

FSB recognized qualification

RE5 qualification

FAIS compliance

Job description

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is a leading financial services provider in South Africa's entry-level and emerging middle market. SDM focuses on understanding clients' unique needs and offers a range of simple, affordable financial solutions, including funeral insurance, education savings, life cover, and personal accident plans.

What will you do?

• Provide financial advice and develop financial plans aligned with the customer value proposition and the treating customers fairly framework.
• Work with allocated key accounts and markets.
• Offer excellent customer service to Sanlam clients.
• Arrange appointments with potential customers within key accounts and markets.
• Inform customers and the public about new products.
• Maintain an understanding of Sanlam products and stay updated on changes in products or regulations.
• Ensure ongoing professional development to maintain qualifications and certifications.
• Participate in knowledge sharing and training opportunities.
• Report daily activities using relevant technology platforms.
• Gather data to meet weekly and monthly reporting deadlines.
• Collaborate with the Sales Manager to identify priorities and plan activities.

What will make you successful in this role?

Qualifications & experience:

• FSB recognized qualification or credits as per the latest FSB guidelines.
• Matric (Grade 12) or NQF Level 4 qualification.
• RE5 qualification is advantageous.
• Clear credit and criminal records.
• FAIS compliance.
• At least two years of sales or marketing experience.

Knowledge:

• Sales tactics and approaches.
• Client service and engagement.
• Relevant regulatory frameworks and standards.
• Sanlam insurance products (preferred).

Additional qualifications:

Diploma with no experience or Grade 12 with 1-2 years of relevant experience.

Knowledge and Skills:

Processing new and existing business, appointment preparation, client liaison, and partnership building.

Personal Attributes:

Efficient work process management, effective communication, action orientation, and strategic planning.

Build a successful career with us

We value strong, lasting relationships with our employees and support your career and personal development. Our diverse business clusters offer numerous growth opportunities.

Core Competencies:

Turnaround time:

Shortlisting begins after the application deadline. The process duration depends on your progress and management availability.