Financial Advisor JHB

Sanlam; Johannesburg; On-site; ZAR 200 000 - 300 000; Full time

Job summary

A leading financial services provider in South Africa is seeking a Financial Advisor to sell products and services, achieve sales targets, and maintain strong client relationships. Applicants must have Grade 12/Matric, be FAIS compliant, and possess customer service experience. The role involves providing financial advice and staying informed about market trends. This is a great opportunity for those looking to build a successful career in a dynamic environment.

Qualifications

• FAIS compliant in terms of ‘fit and proper’.
• Tech savvy and active on different social media platforms.
• Previous experience in sales or client services.

Responsibilities

• Sell Sanlam Retail Mass products and services.
• Promote sales using presentation and display techniques.
• Achieve pre-set sales targets.
• Provide financial advice with a financial plan.
• Maintain knowledge of Sanlam products and regulations.

Skills

Financial advice and support

Production target achievement

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12/Matric

Post-matric qualification or RE5

Job description

Who are we?

Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions covering needs such as funeral insurance, savings for education, life cover and personal accident plans. SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focuses on retail products, as well as group schemes.

What will you do?

As a Financial Advisor, you will sell Sanlam Retail Mass products and services. You will promote sales by introducing the products using presentation and display techniques. The successful candidate will stay informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

• The successful candidate will demonstrate strong entrepreneurial skills, be target-driven, self-disciplined, customer‑centric and able to build great client relationships.
• Provide financial advice along with a financial plan in line with the customer value proposition and the treating customers fairly framework.
• Work in allocated key accounts and allocated markets.
• Offer customer service to Sanlam clients.
• Arrange appointments with potential customers within key accounts and allocated markets.
• Update and inform customers and the public of new products.
• Develop and maintain an understanding of the range of Sanlam products and keep up to date with any changes in products or regulations, as well as their impact.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside the organization, where relevant.

Education and Qualification

• Grade 12/Matric.
• FAIS compliant in terms of ‘fit and proper’.
• English and any other official South African language.
• Tech savvy and active on different social media platforms; the following is an added advantage.
• Post‑matric qualification or RE5.
• Previous experience in sales or client services.
• Experience at a competitor company will be an added advantage.

Knowledge and Skills

• Financial advice and support
• Production target achievement and budgeting
• Compliance and risk management
• Client relationship management
• Financial planning and recommendations

Build a successful career with us. We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development, and the achievement of great things. We pride ourselves in helping our people realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

• Collaborates – Contributing independently
• Being resilient – Contributing independently
• Drives results – Contributing independently
• Cultivates innovation – Contributing independently
• Customer focus – Contributing independently

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment drives us to achieve a diverse, inclusive and equitable workplace, as we believe these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.