Financial Adviser: Middelburg

4 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Full time

Who are we?

Sanlam 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 their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

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 procurement of sustainable business of a high quality, in accordance with the business targets set. Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales. Undertake these activities within a compliant and ethical manner which results in building and sustaining the Sanlam Group business and brand.

What will make you successful in this role?

  1. 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.
  2. 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 responding to client activities such as maturities, cancellations or surrenders within the defined market.
  3. 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 client's portfolio annually by undertaking the above steps.
  4. 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.
  5. 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.

Knowledge and Skills Financial advice and support, Production target achievement and budgeting, Compliance and risk management, Client relationship management, Financial planning and recommendations.

Personal Attributes Communicates effectively - Contributing independently, Tech savvy - Contributing independently, Action orientated - Contributing independently, Interpersonal savvy - Contributing independently, Persuades - Contributing independently.

Build a successful career with us

We're all about building strong, lasting relationships with our employees. 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 employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies Collaborates - Contributing independently, Being resilient - Contributing independently, Drives results - Contributing independently, Cultivates innovation - Contributing independently, Customer focus - Contributing independently.

Turnaround time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

Our commitment to transformation

The Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.

#J-18808-Ljbffr

  • Nelspruit, Mpumalanga, South Africa Sanlam Group Full time

    Job title : Sanlam Financial Adviser: Mbombela NelspruitJob Location : Mpumalanga, NelspruitDeadline : 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 developing the business as...

  • financial manager

    3 weeks ago


    Nelspruit, Mpumalanga, South Africa Ideal & Selected Candidates Full time

    FINANCIAL MANAGER / ASSISTANT GM Candidate must reside in Witbank/Middelburg/Bronkhorstspruit/Delmas/Kriel, Mpumalanga Or be willing to relocate. Role description: Tasked with supporting the General Manager by overseeing daily business activities, improving overall business functions, managing budgets, developing strategic plans, and communicating business...

  • Business Analyst

    4 weeks ago


    Nelspruit, Mpumalanga, South Africa Findojobs South Africa Full time

    Business Analyst (Financial Focus) Job SpecificationsPosition : Business Analyst (Financial)Location : MiddelburgEmployment Type : Full-timeKey Responsibilities :Analyze financial data, business trends, and financial models to support decision-making.Develop and maintain financial reporting systems to track business performance.Assist in budgeting,...


  • Nelspruit, Mpumalanga, South Africa Metropolitan Full time

    About the RoleThe Financial Services Consultant will play a critical role in selling company products to generate new business and provide after-sales service to clients. This individual will attract and retain clients by highlighting the features and benefits of various products based on their financial wellness needs.Responsibilities:Engage with...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Role DescriptionAs a Financial Adviser, you will play a crucial role in driving business growth, expanding customer base, and providing expert financial advice to clients.Main ResponsibilitiesDriving Business GrowthImplement effective marketing strategies to increase brand visibility and attract new clients.Collaborate with cross-functional teams to achieve...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Overview of the RoleThe Financial Adviser position at Sanlam is an excellent opportunity for a motivated and experienced professional to join our team and contribute to the company's success.Main AccountabilitiesClient Acquisitions and RetentionDevelop and execute lead generation strategies to identify and pursue new business opportunities.Strengthen...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    Company OverviewSanlam Life Ltd is a leading provider of financial services in the South African market, committed to building strong relationships with its employees and clients.Job DescriptionThe role of a Financial Adviser at Sanlam involves providing professional financial advice, planning, and products to new and existing clients, ensuring compliance...


  • Nelspruit, Mpumalanga, South Africa Future Careers Full time

    We are a leader in the Insurance Industry, based in a key location, looking for Short-Term Financial Advisors to advise primarily on motor and household domestic insurance.The ideal candidates are committed, driven, results-oriented professionals who are able to work independently as well as collaboratively within a team environment, achieving business...


  • Nelspruit, Mpumalanga, South Africa Service Solutions Staffing Full time

    Main responsibilities and duties Maintain and update policies and procedures, ensuring the enforcement and adherence of these policies and procedures by advising and monitoring management and staff Maintain the effective implementation of succession planning for the Mining Operations Guide managers on how to imbed time and attendance guidelines with...


  • Nelspruit, Mpumalanga, South Africa Sanlam Full time

    About the RoleThis exciting opportunity for a Financial Adviser at Sanlam offers a chance to join a dynamic team and contribute to the company's mission of building strong relationships with clients and employees.Key Duties and ResponsibilitiesBuilding Client RelationshipsFoster long-term relationships with clients by delivering exceptional service and...


  • Nelspruit, Mpumalanga, South Africa Metropolitan Full time

    Job SummaryThis Sales and Advisory Expert position is responsible for selling company products to generate new business and providing after-sales service to clients. The ideal candidate will have excellent communication skills, a strong understanding of financial products, and the ability to build and maintain relationships with clients.Duties and...


  • Nelspruit, Mpumalanga, South Africa Metropolitan Full time

    Role PurposeThe Relationship Building Professional will be responsible for attracting and retaining clients by selling company products to generate new business and providing after-sales service to clients. This individual will engage with prospective clients to highlight the features and benefits of various products based on their financial wellness...


  • Nelspruit, Mpumalanga, South Africa Metropolitan Full time

    Job DescriptionWe are seeking a skilled Client Relationship Manager to join our team in Mpumalanga. As a key member of our sales team, you will be responsible for building and maintaining relationships with clients, identifying new business opportunities, and providing exceptional customer service.Key Responsibilities:Develop and implement sales strategies...

  • Sales Executive

    1 day ago


    Nelspruit, Mpumalanga, South Africa The Recruiters Full time

    Our well-established client in the Liquor industry is looking for a strong Sales Executive to join their teamDuties and responsibilities include (but are not limited to):● Hybrid Channel service and growth in independent and key account customers. Includes Formal and Informal Markets as well as both On & Off Trade.● Responsible for maintaining a positive...

  • Financial Advisor

    6 days ago


    Nelspruit, South Africa Ikusasa Recruitment Group Full time

    The role sales role is face to face. The successful applicant will be required to source own leads for car, home and contents new business and advise primarily on personal lines motor and household domestic insurance. We are looking for Business Development Consultants who are committed, driven, results oriented advisers who are able to work on their own...


  • Nelspruit, South Africa MPRTC Full time

    **_Requirements: _** - Matric with mathematics/maths literacy - Appropriate NQF 4 qualification with minimum 60 FAIS credits or equivalent (if employed as F&I before Dec 2008); - Retail Insurance Qualification and/or Generic qualification per Board Notice 105 of FSP (New F&I Business after Dec 2009) - NCA accreditation; - Unendorsed drivers license; -...

  • Franchise Principal

    2 weeks ago


    Nelspruit, South Africa Featherway Recruiting Full time

    Franchise Principal - Insurance & Investment Industry Location: PTA / CT / Limpopo / KZN / JHB / EC Reporting to: Regional Head Remuneration: Market related Duties and Skills: - Recruiting and developing of Experienced FA’s - Recruiting and supervising of new advisers joining the industry according to FSCA regulations. - Adhering to all compliance...

  • Tax Advisor

    3 weeks ago


    Nelspruit, South Africa Palesa Mbali Group Full time

    **Purpose of the Role**: This role is for supporting the Director of the firm in rendering Tax Advisory and dispute resolution to Taxpayers. This role involves advising on tax implications of business activities or transactions from a perspective of applicable Tax Acts and structuring for various requirements of clients. Additionally, the role involves...

  • F&b Manager

    2 weeks ago


    Nelspruit, South Africa The Roberts Connexion Full time

    **Responsibilities**: - Managing a team of 20 staff members - Full HR management, recruitment and training - Disciplinary procedures - Provide leadership and vision to subordinates - Uphold Team Spirit - Uphold and implement policies, procedures, regulations and standards - Effective people development, leadership and training - Budget forecasting and...


  • Nelspruit, South Africa Momentum Insure Company Limited Full time

    **Introduction** - Through our client-facing brands Metropolitan and Momentum, with Multiply (wellness and rewards programme), and our other specialist brands, including Guardrisk and Eris Property Group, the group enables business and people from all walks of life to achieve their financial goals and life aspirations.**Disclaimer** - As an applicant, please...


  • Nelspruit, South Africa Barloworld Equipment Full time

    **Key Outputs** - Build productive, professional relationships and strategic partnerships with key personnel in assigned customer accounts. - Proactively assess, clarify, and validate customer needs on an ongoing basis - Consult with customers about equipment life cycles, maintenance and replacement budgets and other solutions that will lower their owning...

  • Hc Business Partner

    1 week ago


    Nelspruit, South Africa Momentum Metropolitan Holdings Full time

    -Introduction **Introduction** Metropolitan is one of the oldest financial services brands in South Africa. With a 116 year legacy of serving the communities in which it operates, Metropolitan represents true empowerment in serving Africa's people through affordable financial solutions that create financial growth and security. Role Purpose **Role...


  • Nelspruit, South Africa F and G Sourcing Specialist Full time

    Our Client is currently looking for a **Branch Administrator **based in **Nelspruit** **Must be fluent in Afrikaans** **Purpose** To completely manage the finance & administrative functions of the branch **(Debtors, Creditors, IBT’s & general admin functions)** In charge of the department’s day-to-day functions as well as supporting staff, improve...


  • Nelspruit, South Africa TotalEnergies Full time

    **Pays** Afrique du Sud **Lieu** South Africa **Lieu de travail** NELSPRUIT-WOLFAARDT ST 8(ZAF) **Société employeur** TotalEnergies Marketing South Africa (Pty) Ltd **Domaine** Logistique, Opérations Exploitation **Type de contrat** CDI **Expérience** Minimum 3 ans - Suitable 3-year tertiary qualification. ( Engineering ) - Extensive...

  • Sales Executive

    2 weeks ago


    Nelspruit, South Africa Kazang Connect Full time

    Two vacancies exist for the **Vaults & Super Wallet Sales Execs **within Kazang Connect, a division of Main Street 1723 (Pty) Ltd in North Region in Nelspruit and Witbank, Mpumalanga. - Kazang is expanding its Vault footprint along with its Supplier Payment platform portfolio. The two elements go hand in hand as vendors deposit cash at Vault enabled (and...