Senior Financial Professional

3 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Full time
Company Overview

Sanlam 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 Description

The role of a Financial Adviser at Sanlam involves providing professional financial advice, planning, and products to new and existing clients, ensuring compliance with business targets and industry regulations.

Key Responsibilities
  1. Growing the Business
  • Develop and implement marketing plans to grow the business and expand customer base.
  • Utilise knowledge of market segmentation and customer profiles to support sales and growth within the defined market.
Networking and Prospecting
  • Establish and maintain face-to-face interactions with clients, partners, and stakeholders to create business opportunities.
  • Identify and pursue new business leads through creative strategies such as networking events, social media, and associations.
Client Consultations and Sales
  • Conduct comprehensive fact-finding sessions with clients to understand their needs and priorities.
  • Provide sound personal financial planning advice and apply relevant e-tools to develop client portfolios.
Client Service
  • Ensure all client interactions are ethical, courteous, and professional.
  • Maintain long-term client relationships by delivering exceptional service and value-added experiences.


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