Financial Advisor: Build Long-Term Client Wealth

Sanlam; Pretoria; On-site; ZAR 250,000 - 450,000; Full time

Job summary

Sanlam Life Ltd is seeking a proactive Financial Advisor to provide professional financial advice, planning, and product recommendations to new and existing clients. You will undertake needs analysis, present tailored solutions, and build long-term client relationships while meeting compliant standards and business targets.

You will contribute to the growth of the Sanlam Connect business and support the distribution strategy by prospecting, networking, and delivering value through high-quality

Qualifications

• Provide professional financial advice and planning to new and existing clients.
• Support sales targets through sustainable, high-quality business generation.

Responsibilities

• Grow the Sanlam Connect business and contribute to marketing plans.
• Apply market segmentation to support sales and growth.
• Perform comprehensive fact-finding and financial needs analysis.
• Present financial solutions professionally with clear disclosures.
• Maintain long-term client relationships and timely client servicing.
• Capture and update client data in the system and report activity.

Skills

Financial advice

Target achievement

Compliance & risk

Client relationship

Financial planning

Education

Grade 12

Job description

Sanlam Life Ltd is seeking a proactive Financial Advisor to provide professional financial advice, planning, and product recommendations to new and existing clients. You will undertake needs analysis, present tailored solutions, and build long-term client relationships while meeting compliant standards and business targets.

You will contribute to the growth of the Sanlam Connect business and support the distribution strategy by prospecting, networking, and delivering value through high-quality