Strategic Financial Advisor & Client Growth Expert

Sanlam Limited; Pretoria; On-site; ZAR 180,000 - 360,000; Full time

Job summary

Sanlam Life and Savings is seeking a Financial Adviser to provide professional financial advice and products, building long-term client relationships in South Africa. You will grow the adviser business, prospect for new clients, and deliver compliant financial planning and sales solutions.

The role emphasizes client service, meeting targets, and ongoing learning to support the Sanlam brand. Suitable for individuals with FAIS qualifications and a proactive sales mindset.

Qualifications

• Financial advice and support experience.
• Production target achievement and budgeting skills.
• Compliance and risk management knowledge.
• Client relationship management capabilities.
• Financial planning and recommendations experience.

Responsibilities

• Assist in growing the Sanlam Adviser Business through marketing plans and targets.
• Networking, prospecting and leads generation to create opportunities.
• Conduct client consultations and sales with compliant disclosures and documentation.
• Deliver excellent client service and maintain long-term relationships.
• Monitor, update and report weekly/monthly on activity and revenue against targets.

Skills

Financial advice

Sales targets

Compliance & risk

Client relationships

Financial planning

Education

Grade 12

FAIS Fit & Proper (FSCA)

Job description

Sanlam Life and Savings is seeking a Financial Adviser to provide professional financial advice and products, building long-term client relationships in South Africa. You will grow the adviser business, prospect for new clients, and deliver compliant financial planning and sales solutions.

The role emphasizes client service, meeting targets, and ongoing learning to support the Sanlam brand. Suitable for individuals with FAIS qualifications and a proactive sales mindset.