Financial Advisor

7 months ago

Matatiele Eastern Cape, South Africa Sanlam Full time

Who are we?
Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.
Sanlam Values
Lead with courage
Serve with pride
Care because we respect each other
Act with integrity & accountability
Grow value through innovation & superior performance

What will you do?
To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
To work in allocated key accounts and allocated markets.
To offer customer service to Sanlam clients.
To arrange appointments with potential customers within Key Accounts and Allocated Markets.
To update and inform customers and client public of our new products.

**Class of Business (COB)**:
Qualification & experience
FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

Matric (grade 12) or NQF level 4
RE5 an advantage
Clear Credit and Criminal records
FAIS Compliance
At least two years’ work experience within sales or marketing

Personal qualities
Client Service Orientation
Ability to influence client decision
Confident decision maker
Great business acumen
Adhering to principles and values
Analytical
Proactive
Ability to cope with pressure and setbacks
Exceptional interpersonal skills
Trustworthy
Detail-oriented
Activity management.

Our aim is to help you 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 realize their worth. Through its business clusters - Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office - the group provides many opportunities for growth and development.

Turnaround times
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group's Employment Equity plan and targets will be considered as part of the selection process.

  • Financial Advisor Sales Western Cape

    4 months ago

    Cape Town, South Africa Innovative Financial Advisor Services Full time

    **Financial Advisor** **Sales Western Cape Role** - Innovative a leading finical service provider in South Africa that serves individual, businesses and institutional clients. - We believe in people who believe in themselves and have a strong desire to make a success of their lives and strive to create an environment where motivated people with positive...

  • Financial Advisor

    4 days ago

    Cape Town, South Africa Infinitum Financial Solutions Full time

    **LOOKING FOR QUALIFIED FINANCIAL ADVISORS** We want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive. We are hiring qualified financial advisors. Great value propositions. Training allowance of R50,000. Commission only. Minimum requirements: - NQF5 in financial planning - RE5 - minimum 2 years financial planning...

  • Financial Advisor

    2 weeks ago

    Cape Town, South Africa Financial Wealth Holdings Full time

    We require financial advisors with RE5 accreditation, and sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. **Key Duties, but not limited to**: - Ensure all clients have...

  • Financial Advisor

    1 day ago

    Cape Town, South Africa Infinitum Financial Solutions Full time

    **LOOKING FOR QUALIFIED FINANCIAL ADVISORS - CAPE TOWN AREA** We want high-achievers, collaborators, people-orientated advisors with entrepreneurial drive. Great value propositions. Training allowance of R50,000. Basic salary negotiable. Easy on-line training. Continuous in-house support. Above average commission split. Minimum requirements: - RE5...

  • Financial Advisor

    7 months ago

    Cape Town, South Africa Metafin Financial Services Full time

    **Job Opportunity: Exceptional Financial Advisors Wanted in CPT!** Are you an outstanding financial advisor seeking an opportunity that perfectly aligns with your expertise and ambition? Look no further! At Metaf.in Financial Services, we are embarking on an exciting new venture with a strong focus on FINTECH. Join us on this incredible journey and...

  • Financial Advisor

    4 months ago

    Cape Town, South Africa Cross Wealth Financial Services Full time

    Cross Wealth Financial Services is based in Northgate Park, Milnerton. We are looking for Financial Advisors to join our team and help build solid relationships with clients and provide them with financial advice and solutions Requirements. **Requirements**: - Full FAIS recognized qualification - RE 5 - Not under supervision for all product categories -...

  • Financial Advisor

    7 months ago

    Cape Town, South Africa Financial Wealth Capital Full time

    **Job description** The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a...

  • Outbound Sales

    5 days ago

    Cape Town, South Africa Online Financial Advisor Full time

    How would you like to work for one of the fastest growing brokerage in Pietermaritzburg as an Online Financial Advisor? We offer a vibrant, fast-paced work environment packed with people with vision and energy. We provide on going training and support. **Requirements**: - 1 year Outbound Sales experience - Multilingual (Advantageous) - Positive Attitude -...

  • Financial Advisors and Key Individual

    2 weeks ago

    Cape Town, South Africa IWI FINANCIAL SERVICES Full time

    Cape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...

  • Financial Advisors and Key Individual

    2 weeks ago

    Cape Town, South Africa IWI FINANCIAL SERVICES Full time

    Cape Town Financial Advisors required 1. Own laptop 2. Smart phone 3. Access to a stable WiFi Network 4. 2 Years Sales experience 5. Matric Certificate 6. Team Leaders with experience highly advantages 7. Benefits offered Key Individual 1. Qualified - RE1 + RE5 2. 1 Year experience 3. COB - Longterm and Short-Term 4. Subcategories: A,B and C +...

  • Senior Financial Advisor

    4 months ago

    Eastern Cape, South Africa Afro Miaki Group PTY Full time

    The role is about championing our valued customers to achieve their lifetime goals by identifying their financial needs, providing sound financial advice, recommending and implementing fit for purpose financial plans and solutions. It entails generating leads through networking and relationship building, resulting in ongoing customer interaction and...

  • Financial Advisor

    3 months ago

    Cape Town, South Africa ABA Financial Services PTY(LTY) Full time

    **looking for proactive and enthusiastic financial advisors with a passion for guiding clients towards their goals.** **Individual must be willing to work on the road as sales will be made in different locations.** **Key Responsibilities**: - Offer personalized advice and recommendations based on clients' financial or business needs. - Build and maintain...

  • Financial Advisor

    7 months ago

    Cape Town, South Africa Financial Wealth Capital Full time

    The successful incumbent will offer information to clients to help them better understand cover varieties on offer and ensure they are offered the best cover to suit their respective needs. We are currently looking for a Financial Advisor **with an RE5 accreditation**. **Key Duties, but not limited to**: - Ensure all clients have a good understanding of...

  • Financial Advisors Career Opportunity

    3 weeks ago

    Cape Town, Western Cape, South Africa Financial Advisors HR Full time

    At Financial Advisors HR, we are seeking a skilled Insurance Broker to join our team in various locations across South Africa. This is an excellent opportunity for individuals looking to advance their careers in the financial services industry.Overview:We are a leading financial services company committed to providing top-notch wealth management and...

  • Financial Advisor

    2 weeks ago

    Cape Town, South Africa The Vocation Station Full time

    **Financial Advisor** Our client who offers a full spectrum of financial planning services to clients seeks an experienced financial advisor looking to make a change. This opportunity will appeal to an entrepreneurial individual looking to join a dynamic environment which offers the opportunity for growth whilst offering strong admin and servicing support...

  • Financial Advisors

    7 months ago

    Cape Town, South Africa RMV Solutions Pty Ltd Full time

    **Job description** - Our client requires financial advisors with RE5 accreditation, sales experience within the Insurance industry. The successful incumbent will offer information to clients to help them better understand cover varieties on offer, and ensure they are offered the best cover to suit their respective needs.**Key Duties, but not limited...

  • Financial Advisor

    2 weeks ago

    Cape Town, South Africa Prestige IFA Jobs Full time

    My client offering this position in South Afrrica is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...

  • Financial Advisor

    2 weeks ago

    Cape Town, South Africa Prestige IFA Jobs Full time

    My client offering this position in South Afrrica is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...

  • Financial Advisor

    2 weeks ago

    Cape Town, South Africa Prestige IFA Jobs Full time

    My client offering this position in South Afrrica is a very reputable financial planning and investment management brokerage at the top of their sport. They specialise in helping South African professionals, and provide financial solutions for those keen to plan for their financial futures. They pride ourselves on the quality of advice delivered by highly...

  • Financial Advisor

    6 days ago

    Western Cape, South Africa Liberty Standard Bank Group Full time

    Introduction Imagine a career where your ambition meets unparalleled support, and your success is championed by a team of top industry professionals. At Liberty, were not just offering a job; were offering a journey into the world of Wealth Management thats as rewarding as it is transformative. If you have a powerful track record in sales, thrive on...