Financial Advisor

Sanlam; Durban; Hybrid; ZAR 240,000 - 420,000; Full time

Benefits offered by this job

On-going training

Business opportunity

Study support (industry only)

Group Life insurance

Pension fund

Income protection / spouse

Job summary

Sanlam in Durban is seeking a Financial Advisor for a full-time hybrid role, with some work-from-home flexibility. You will work with clients to understand goals and build tailored financial plans covering investments, retirement, and risk management.

Candidates should have degree or diploma and sales experience; own vehicle and driver's license are required. We offer ongoing training, study support, and strong benefits including life cover and pension.

Qualifications

• Degree or diploma preferred, relevant certifications a plus.
• Previous sales experience is essential.
• Own vehicle and valid driver's license required.

Responsibilities

• Advise clients on financial planning, retirement, and investments.
• Analyze client financial data and develop tailored plans.
• Maintain proactive client communication and ongoing engagement.

Skills

Sales experience

Education

Degree / Diploma

Job description

Sanlam is dedicated to empowering individuals by helping them achieve financial confidence through effective financial planning. With our unique approach known as "The F Factor," we partner with individuals to unlock their financial potential.

Role Description

This is a full-time hybrid role located in Durban, with flexibility for some work-from-home. As a Financial Advisor, you will work closely with clients to understand their financial goals and create tailored plans for achieving them. Responsibilities include offering financial, retirement, and investment advice, analyzing financial data, and developing detailed financial plans to help clients manage their investments and achieve long-term financial stability. Proactive communication and consistent engagement with clients will be central to this role.

We offer

• On going training
• Business opportunity
• Sanlam will pay for further studies related to industry only
• Group Life, pension fund and income protection / spouse

Requirements

• Qualifications:
• Degree / Diploma (preferred)
• Own vehicle and driver's license
• Previous experience in sales

Join Our Team:

If you're ready to take your career to new heights and make a meaningful impact in the lives of others, we want to hear from you.