Strategic Short-Term Insurance Advisor

Sanlam; Cape Town; On-site; ZAR 300,000 - 500,000; Full time

Job summary

Sanlam seeks a professional financial advisor to build long-term client relationships and provide tailored financial products. Responsibilities include generating leads, serving clients' financial needs, and ensuring compliance with all regulations.

Ideal candidates should have completed their Grade 12 and the FAIS requirements, with strong skills in financial advice and risk management. This position offers significant growth opportunities

Qualifications

• Completion of Regulatory Examination, registered with FSCA for more than 24 months.

Responsibilities

• Network, prospect, and generate leads.
• Conduct face‑to‑face and social interactions to create business opportunities.
• Convert trusted relationships into business relationships.
• Analyze existing client base to identify marketing gaps and sales opportunities.

Skills

Financial advice and support

Production target achievement and budgeting

Compliance and risk management

Client relationship management

Financial planning and recommendations

Education

Grade 12

Completion of Financial Advisory and Intermediary Services Act (FAIS) 'Fit and Proper' requirements

Job description

Sanlam seeks a professional financial advisor to build long-term client relationships and provide tailored financial products. Responsibilities include generating leads, serving clients' financial needs, and ensuring compliance with all regulations.

Ideal candidates should have completed their Grade 12 and the FAIS requirements, with strong skills in financial advice and risk management. This position offers significant growth opportunities