Strategic Financial Advisor & Client Growth Specialist

Sanlam; Cape Town; On-site; ZAR 240,000 - 420,000; Full time

Job summary

Sanlam Life Ltd is a leading financial services provider in South Africa, focused on building lasting relationships with financial advisors and clients.

The role involves delivering professional financial advice and planning, growing the adviser business, and maintaining long-term client relationships with high ethical standards. You will conduct comprehensive needs analyses and present suitable financial solutions to clients while achieving sales targets.

Qualifications

• Provide professional financial advice and planning to new and existing clients.
• Undertake fact-finding, needs analysis and recommendations.
• Maintain compliant, ethical client engagements to grow Sanlam’s adviser business.

Responsibilities

• Grow the Sanlam Adviser Business.
• Meet marketing plans and targets as per distribution strategy.
• Apply market knowledge to support sales in defined market.
• Provide client-focused financial solutions and ongoing service.
• Document client interactions and update records in the system.

Skills

Financial advice

Client relationship mgmt

Financial planning

Budgeting & targets

Compliance & risk

Communication

Education

Grade 12

Job description

Sanlam Life Ltd is a leading financial services provider in South Africa, focused on building lasting relationships with financial advisors and clients.

The role involves delivering professional financial advice and planning, growing the adviser business, and maintaining long-term client relationships with high ethical standards. You will conduct comprehensive needs analyses and present suitable financial solutions to clients while achieving sales targets.