Sanlam Financial Adviser
2 weeks ago
Overview Sanlam Life Ltd is a leading financial services provider in South Africa, dedicated to building lasting relationships with our advisors and clients. Responsibilities Assist in growing the Sanlam Adviser Business by committing to marketing plans and targets. Apply knowledge of market segmentation to support sales and growth within the defined market. Engage in networking, prospecting and leads generation through face‑to‑face and social interactions. Turn trusted relationships into business opportunities and strengthen existing relationships by increasing current service. Utilize existing sources to establish opportunities across Sanlam businesses. Personalise client value propositions and undertake selected client focused activities to generate leads. Mining of existing client base to identify marketing gaps and sales opportunities within the middle‑high and affluent market. Structure and implement focused campaigns with new or existing clients in the defined market. Request active and ongoing leads and referrals from others and monitor client activities such as maturities, cancellations or surrenders. 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. Conduct a financial needs analysis using relevant tools or systems to ascertain the client’s full financial situation. Provide sound personal financial planning advice, applying financial knowledge to create balanced portfolios. Present financial solutions in a professional manner aligned to Treating Customers Fairly. Use relevant processes and system tools to capture analysis information and update records. Review client portfolios annually by undertaking the above steps. Ensure all client interactions are ethical, courteous and professional. Follow up or refer all existing business queries to be resolved time‑synchronously through support. Strive for excellent, value‑added service to retain clients and prevent them from seeking competitor products. Initiate long‑term client relationships and maintain a relational focus. Monitor, update and report (weekly/monthly) on number and profile of contacts, appointments, consultations and issued business versus revenue targets. Update client details on records and appropriate workflow or activity monitoring system entries. Qualifications Grade 12 education. FAIS “Fit and Proper” requirements and FSCA Regulatory Examination successfully completed for more than 24 months. Strong financial advice and support skills. Ability to achieve production targets and manage budgeting. Knowledge of compliance and risk management. Excellent client relationship management. Proficiency in financial planning and recommendations. Effective communication and independent contribution. Tech savvy and action‑oriented. Interpersonal and persuasive skills. Commitment to diversity, inclusion and transformation. #J-18808-Ljbffr
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Sanlam Financial Adviser: Northern Cape
6 days ago
Upington, South Africa Sanlam Limited Full timeSanlam Life Ltd is one of the top financial services providers in the South African market. We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise...
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Upington, South Africa Sanlam Full timeSanlam Financial Adviser: Prieska, Carnavon, Calvinia, Springbok, Okiep, Pofadder, Aggeneys Sanlam Upington, Northern Cape, South Africa 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 requirements. Undertake the...
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Upington, Northern Cape, South Africa Sanlam Group Full time R250 000 - R750 000 per yearWhat 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 requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as...
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Aspiring Financial Adviser
3 weeks ago
Upington, South Africa Old Mutual Limited Full timeAspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations: Upingtontime type: Full timeposted on: Posted Todayjob requisition id: JR-73438**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.**Aspires to be a Financial Adviser**We are looking for...
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Aspiring Financial Adviser
2 weeks ago
Upington, South Africa Old Mutual Full timeLet's Write Africa's Story Together! Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser 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 is about...
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Aspiring Financial Adviser
5 days ago
Upington, Northern Cape, South Africa Old Mutual Limited Full time R150 000 - R250 000 per yearLet's Write Africa's Story TogetherOld Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial AdviserWe 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 is about championing...
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Advancing Financial Adviser
11 hours ago
Upington, South Africa Old Mutual Limited Full timeAdvancing Financial Adviser page is loaded## Advancing Financial Adviserlocations: Upingtontime type: Full timeposted on: Posted Todayjob requisition id: JR-72965**Let's Write Africa's Story Together!**Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this.# Responsibilities## ## Customer ServiceCarry out...
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Upington, South Africa Old Mutual Limited Full timeA prominent financial services company is seeking an Advancing Financial Adviser in Upington. The role involves providing top-notch customer service, developing customer relationships, and identifying sales opportunities. Candidates should possess a relevant qualification at least NQF Level 5 and demonstrate strong consultative selling capabilities. This...
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Upington, South Africa Old Mutual Limited Full timeJob Overview A prominent financial services company is seeking an Advancing Financial Adviser in Upington. Key Responsibilities The role involves providing top-notch customer service, developing customer relationships, and identifying sales opportunities. Qualifications Candidates should possess a relevant qualification at least NQF Level 5 and demonstrate...
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Aspiring Financial Adviser
6 days ago
Upington, South Africa Old Mutual South Africa Full timeOld 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. Role at a Glance The role involves championing our valued customers to achieve their lifetime goals by...
