Khula Financial Adviser

20 hours ago

Durban, KwaZulu-Natal, South Africa Sanlam Group Full time
Job title : Khula Financial Adviser : DurbanJob Location : KwaZulu-Natal, DurbanDeadline : April 17, 2025Quick Recommended Links
  • Jobs by Location
  • Job by industries

What will make you successful in this role?

Assist in growing the Sanlam Adviser Business

  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

Undertake relevant behaviours to attain targets relating to:

  • Revenue generation (Single and recurring premiums)
  • Activity quotas
  • Promote the Sanlam brand
  • Treating customers fairly to be applied to all client engagements
  • Role is aligned to your personal career aspirations

Networking, prospecting and leads generation

  • Face to face interactions, social or business, to create business opportunities.
  • Prospecting of new clients through creative opportunities such as business/social networks, associations or ad hoc presentations.
  • Turning trusted relationships into business relationships.
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalised client value propositions.
  • Marketing on social media.
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Structuring and implementing focused campaigns with new or existing clients in the defined market.
  • Requesting active and ongoing leads and referrals from others.
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

Client consultations and sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written/ electronic information required for compliance).
  • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
  • Provide sound personal financial planning advice.
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Use relevant processes and system tools to capture analysis information and update records accordingly.
  • Review clients portfolio annually by undertaking the above steps.

Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through support.
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  • Undertake continuous learning in terms of knowledge, skills and market/industry issues so as to service clients within the defined market.
  • Initiate long term client relationships and maintain a relational focus.

Monitor, update and reporting (weekly/monthly)

Document and present the following activities:

  • Number and profile of contacts, appointments, consultations.
  • Issued business and revenue against targets.
  • Update client details on records.
  • Appropriate workflow and activity monitor system entries.

Qualification and Experience

  • Grade 12
  • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.
  • Sales / Retail / Business Development  jobs

  • Khula Financial Adviser

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job title : Khula Financial Adviser : DurbanJob Location : KwaZulu-Natal, DurbanDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and...

  • Financial Services Scheduling Manager

    5 days ago

    Durban, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Full time

    We are seeking a skilled Appointment Scheduler Professional to join our team. The successful candidate will contact existing clients and schedule appointments for our financial advisers.Key Skills:Excellent communication and interpersonal skills.Ability to work independently and as part of a team.Strong organisational and time management skills.This role is...

  • Customer Experience Coordinator

    5 days ago

    Durban, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Full time

    The Customer Experience Coordinator/Booking Specialist will be contacting existing clients at our brokerage and scheduling appointments for financial advisers. This role requires excellent communication skills, professionalism, and a customer-focused approach to ensure a positive client experience.Key Responsibilities:Contact potential clients to book...

  • Appointment Setter

    5 days ago

    Durban, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Full time

    The Appointment Setter/Booker will be contacting our existing clients at our brokerage and scheduling appointments for our financial advisers. This role requires excellent communication skills, professionalism, and a customer-focused approach to ensure a positive client experience. This part-time position is ideal for a candidate looking to gain valuable...

  • Booking Specialist Liaison

    5 days ago

    Durban, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Full time

    The Financial Services Scheduling Manager will be responsible for contacting existing clients and scheduling appointments for financial advisers. This role requires excellent communication and organisational skills.Key Responsibilities:Schedule appointments with clients.Explain financial services and products clearly.Confirm client eligibility before...

  • Appointment Scheduler Professional

    5 days ago

    Durban, KwaZulu-Natal, South Africa Financial Adviser (Discovery Life) Full time

    We are seeking a skilled Booking Specialist Liaison to join our team. The successful candidate will contact existing clients and schedule appointments for our financial advisers.Key Skills:Excellent communication and interpersonal skills.Ability to work independently and as part of a team.Strong organisational and time management skills.Familiarity with...

  • Financial Adviser

    20 hours ago

    Durban, KwaZulu-Natal, South Africa Absa Group Limited Full time

    Job title : Financial Adviser (FAIS) (Durban)Job Location : KwaZulu-Natal, DurbanDeadline : April 12, 2025Quick Recommended LinksJobs by Location Job by industries Job SummaryTo follow the six steps of financial planning in executing the role of a FAIS licensed financial adviser. A professional introduction must be made to introduce the adviser and the...

  • Financial Adviser

    18 hours ago

    Durban, KwaZulu-Natal, South Africa Absa Group Full time

    Empowering Africa's tomorrow, together…one story at a time.With over 100 years of rich history and strongly positioned as a local bank with regional and international expertise, a career with our family offers the opportunity to be part of this exciting growth journey, to reset our future and shape our destiny as a proudly African group.Job SummaryTo...

  • Financial Adviser

    3 days ago

    Durban, KwaZulu-Natal, South Africa Lonfin Wealth Full time

    Company: Lonfin WealthDescription: Lonfin Wealth is a registered Sanlam Blue Star Franchise. We are specialists in financial planning and wealth management.Contract Type: Full TimeExperience Required: No ExperienceEducation Level: Grade 12Number of vacancies: 6Job DescriptionWe are hiring for 6 positions open for Financial...

  • Sanlam Financial Adviser

    21 hours ago

    Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job title : Sanlam Financial Adviser : Durban, Umhlanga & Surrounding AreasJob Location : KwaZulu-Natal, DurbanDeadline : April 17, 2025Quick Recommended LinksJobs by Location Job by industries What will make you successful in this role? Assist in growing the Sanlam Adviser BusinessBe committed to the marketing plans and targets set for growing and...

  • Sanlam Financial Adviser

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Sanlam Group Full time

    Job title : Sanlam Financial Adviser : Durban, Umhlanga & surrounding areasJob Location : KwaZulu-Natal, DurbanDeadline : March 18, 2025Quick Recommended LinksJobs by Location Job by industries What will you do?The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that...

  • Financial Advisers

    1 week ago

    Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential•Lucrative Commission...

  • Financial Advisers

    4 days ago

    Durban, KwaZulu-Natal, South Africa Confiar Wealth Full time

    Join Our Team: Experienced Financial Planners WantedWe are expanding and seeking experienced Financial Planners to join our dynamic team. If you're a motivated and results-driven professional looking for a new challenge, we'd love to hear from you.PLEASE NOTE THAT THIS IS A COMMISSION BASED JOB ONLYUnlock Your Earning Potential• Lucrative Commission...

  • Financial Adviser

    4 weeks ago

    Durban, KwaZulu-Natal, South Africa Absa Group Limited Full time

    Job Location : KwaZulu-Natal, DurbanDeadline : March 13, 2025Role DescriptionOCCUPATIONAL HEALTH AND SAFETY OperationalMaintain and review LIT HS&E Management Systems.Prepare and submit monthly HSE performance reports to the management team.Track and report on the implementation of corrective actions for non-conformances.Ensure all incidents and near-misses...

  • Financial Adviser

    3 days ago

    Durban, KwaZulu-Natal, South Africa Acosta Sales & Marketing Full time

    Remote is solving global remote organizations' biggest challenge: employing anyone anywhere compliantly. We make it possible for businesses big and small to employ a global team by handling global payroll, benefits, taxes, and compliance. Check out / how-it-works to learn more or if you're interested in adding to the mission, scroll down to apply now.Not...

  • Branch Financial Advisor

    2 days ago

    Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser.Payment of a Living Allowance during the first three months of completing the Adviser Academy Learning Programme for accreditation as a licensed Financial...

  • Branch Financial Advisor

    2 weeks ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Job title : Branch Financial Advisor (Pine City Shopping Centre, Durban)Job Location : KwaZulu-Natal, DurbanDeadline : December 30, 2025Quick Recommended LinksJobs by Location Job by industries Free Adviser Academy Learning Programme which will qualify you to operate as a Personal Financial Adviser Payment of a Living Allowance during the first three months...

  • Commissioned Financial Advisor

    16 hours ago

    Durban, KwaZulu-Natal, South Africa Old Mutual Full time

    Commissioned Financial Advisor (Durban - Morningside)Let's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join one of Africa's leading insurance companies. The role at a glance...

  • Branch Financial Services Specialist

    2 days ago

    Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Embark on an exciting career journey with Old Mutual South Africa as a Branch Financial Services Specialist.The company offers a comprehensive learning program, the Free Adviser Academy Learning Programme, designed to equip you with the necessary skills and knowledge to succeed as a Personal Financial Adviser.A key benefit of this role is the living...

  • Financial Advisor Position

    2 days ago

    Durban, KwaZulu-Natal, South Africa Old Mutual South Africa Full time

    Old Mutual South Africa is a firm committed to empowering individuals with the skills and knowledge needed to succeed in the finance industry.We offer a comprehensive learning program, the Free Adviser Academy Learning Programme, which will qualify you as a Personal Financial Adviser.During the first three months of completing the programme, you will receive...