Growth-Driven Financial Advisor

Sanlam Limited; Durban; On-site; ZAR 300,000 - 540,000; Full time

Job summary

Sanlam Life Ltd in Durban seeks a financial advisor to provide professional financial advice, planning and products to new and existing clients. You will build a long-term relationship, service clients, and strive to meet business targets with integrity.

Key activities include client consultations, needs analysis, presenting solutions, and maintaining compliant records. You will network, generate leads, and ensure high standards of ethical conduct while supporting the Sanlam brand.

Qualifications

• Grade 12 minimum education.
• FAIS Fit and Proper requirements completed and FSCA registration where applicable.
• Strong interpersonal and client-facing skills.

Responsibilities

• Provide professional financial advice and planning to new and existing clients.
• Undertake needs analysis and present suitable financial solutions.
• Maintain compliant records and documentation for all client interactions.
• Develop and nurture long-term client relationships to drive loyalty and ongoing business.
• Generate leads, network, and build opportunities within the defined market.
• Strive to meet revenue targets while upholding Treating Customers Fairly principles.

Skills

Financial advice

Client relationship management

Sales targets

Networking

Communications

Education

Grade 12

FAIS Fit and Proper + FSCA registration

Job description

Sanlam Life Ltd in Durban seeks a financial advisor to provide professional financial advice, planning and products to new and existing clients. You will build a long-term relationship, service clients, and strive to meet business targets with integrity.

Key activities include client consultations, needs analysis, presenting solutions, and maintaining compliant records. You will network, generate leads, and ensure high standards of ethical conduct while supporting the Sanlam brand.