Strategic Short-Term Insurance Advisor

Sanlam; Cape Town; On-site; ZAR 350,000 - 600,000; Full time

Job summary

Sanlam Life Ltd in Cape Town invites a proactive Financial Advisor to deliver tailored financial planning and product recommendations to new and existing clients. You will build long-term relationships, assess client needs, and provide compliant, suitable solutions aligned with individual goals.

You will work within our advisory team, leverage FAIS knowledge, achieve growth targets, and maintain strong ethical standards while delivering exceptional service in a dynamic financial services

Qualifications

• Finance-focused advisory skills and client service.
• Ability to analyse client financial needs and propose solutions.
• Understanding of regulatory requirements and compliance.

Responsibilities

• Provide new and existing clients with professional financial advice and products.
• Conduct financial needs analyses and document findings.
• Build long-term client relationships and deliver ongoing advice.
• Ensure compliance in disclosures and advice given.

Skills

Financial advice & support

Client relationship management

Compliance and risk management

Budgeting and targets

Financial planning and recommendations

Education

Grade 12

FAIS Fit and Proper (FSCA) certification

Job description

Sanlam Life Ltd in Cape Town invites a proactive Financial Advisor to deliver tailored financial planning and product recommendations to new and existing clients. You will build long-term relationships, assess client needs, and provide compliant, suitable solutions aligned with individual goals.

You will work within our advisory team, leverage FAIS knowledge, achieve growth targets, and maintain strong ethical standards while delivering exceptional service in a dynamic financial services