Financial Advisor

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

Job summary

A leading financial services provider in South Africa seeks professionals to deliver financial advice and products to clients. Your role will involve establishing sustainable client relationships, ensuring compliance with regulations, and achieving sales targets. You will need a Grade 12 education, a valid driver's license, and a commitment to ethical practices. The position offers commission and bonuses, along with benefits such as medical aid and performance incentives.

Benefits

Medical aid

Group funds and schemes

Monthly and annual performance bonuses

Qualifications

• Grade 12 is mandatory.
• Must complete FAIS 'Fit and Proper' and RE5 for registration with FSCA.
• Must have own vehicle and valid driver's licence.

Responsibilities

• Grow the Sanlam Adviser Business.
• Engage in networking, prospecting, and lead generation.
• Conduct client consultations and sales.
• Provide client service.
• Monitor, update, and report weekly/monthly.

Skills

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

Job description

About the Company

Sanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth. This is why we give each person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

About the Role

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products that are suited to their needs and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long‑term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

Responsibilities

• Assist in growing the Sanlam Adviser Business
• Networking, prospecting and leads generation
• Client consultations and sales
• Client Service
• Monitor, update and reporting (weekly/monthly)

Minimum Requirements

Grade 12

Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination (RE5) successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

Own vehicle and valid driver's licence

Required Skills

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Preferred Skills

Communicates effectively - Contributing independently

Tech savvy - Contributing independently

Action orientated - Contributing independently

Interpersonal savvy - Contributing independently

Persuades - Contributing independently

Pay range and compensation package

This role pays commission and bonuses. Benefits include medical aid, Group funds and schemes, monthly and annual performance bonuses

Equal Opportunity Statement

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.