Financial Services Professional

1 month ago


Durban, KwaZulu-Natal, South Africa Sanlam Full time
Job Title: Financial Adviser

About the Role:

Sanlam Life Ltd is a leading financial services provider in the South African market, committed to building strong, lasting relationships with our financial advisors. We believe in helping our advisors realise their worth and achieve their career aspirations.

Key Responsibilities:

  1. Provide professional and relevant financial advice, planning, and products to new and existing clients, tailored to their needs and requirements.
  2. Maintain and service clients as part of a long-term relationship, building loyalty to the brand and generating ongoing advice and sales.
  3. Undertake activities within a compliant and ethical manner, resulting in the growth and sustenance of the Sanlam Group business and brand.

Requirements:

  1. Grade 12 qualification.
  2. Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed, if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months.

Core Competencies:

  1. Collaborates effectively with colleagues and stakeholders.
  2. Being resilient in the face of challenges and setbacks.
  3. Drives results-oriented performance and achieves targets.
  4. Cultivates innovation and creativity in solving problems.
  5. Customer focus, prioritising client needs and satisfaction.

What We Offer:

Sanlam is committed to building a successful career with our employees, providing opportunities for growth and development through our four business clusters: Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office.

Turnaround Time:

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



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