Relationship-Driven Financial Advisor & Planning Expert

Sanlam; Durban; On-site; ZAR 180,000 - 300,000; Full time

Job summary

Sanlam Life Ltd is seeking a dedicated Financial Adviser to deliver professional financial planning and advice to new and existing clients in a compliant and ethical manner. You will source and service high-quality business, maintaining long-term relationships that generate ongoing advice and sales.

The role emphasizes growth of the Sanlam Adviser Business, adherence to market targets, and proactive client engagement through profiling, meetings and proactive follow-ups to ensure customer value.

Qualifications

• Provide professional financial advice and planning to clients.
• Maintain and service client base to build long-term relationships.
• Adhere to FAIS and regulatory requirements in all client interactions.

Responsibilities

• Grow the Sanlam Adviser Business.
• Achieve marketing plans and targets for business growth.
• Identify opportunities through market segmentation and client profiling.
• Conduct comprehensive fact-finding and needs analysis for clients.

Skills

Financial advisory

Client relationship management

Communication skills

Market awareness

Networking & prospecting

Tech-savvy

Education

Grade 12

Job description

Sanlam Life Ltd is seeking a dedicated Financial Adviser to deliver professional financial planning and advice to new and existing clients in a compliant and ethical manner. You will source and service high-quality business, maintaining long-term relationships that generate ongoing advice and sales.

The role emphasizes growth of the Sanlam Adviser Business, adherence to market targets, and proactive client engagement through profiling, meetings and proactive follow-ups to ensure customer value.