Sanlam Health Care Adviser

Sanlam Global Investment Solutions (SGIS); Cape Town; On-site; ZAR 30 000 - 60 000; Full time

Job summary

An established industry player seeks a proactive Health Care Adviser to drive business development and client engagement in Cape Town. This role emphasizes ethical client service and compliance with financial advisory standards, making it ideal for those passionate about helping clients achieve their financial goals. You will implement marketing strategies, conduct client consultations, and maintain strong relationships while focusing on revenue generation. Join a dynamic team that values continuous learning and professional growth, and make a meaningful impact in the financial advisory space.

Qualifications

• Experience in sales, retail, or business development is essential.
• Relevant regulatory requirements must be met.

Responsibilities

• Assist in growing the adviser business through marketing and sales.
• Conduct client consultations and provide financial advice.

Skills

Business Development

Client Consultations

Sales Experience

Networking

Financial Advice

Education

Grade 12

Job description

Job Title: Sanlam Health Care Adviser

Location: Western Cape, Cape Town

Deadline: May 21, 2025

Responsibilities and Requirements

1. Business Development: Assist in growing the Sanlam Adviser Business by implementing marketing plans, understanding market segmentation, and supporting sales growth.
2. Behavioral Goals: Focus on revenue generation, activity quotas, promoting the Sanlam brand, and treating customers fairly.
3. Networking & Lead Generation: Engage in face-to-face interactions, social media marketing, prospecting, and maintaining client relationships to generate leads and sales.
4. Client Consultations & Sales: Conduct compliant client interactions, perform needs analysis, provide financial advice, and review portfolios annually.
5. Client Service: Maintain professional and ethical client interactions, resolve queries promptly, and strive for excellent service.
6. Monitoring & Reporting: Track activities, update records, and report on contacts, consultations, and revenue regularly.
7. Qualifications & Experience: Grade 12, relevant regulatory requirements, and experience in sales, retail, or business development.

This role requires proactive business development, client engagement, and compliance with financial advisory standards. The position aligns with personal career aspirations and emphasizes ethical client service and continuous learning.