Sanlam Financial Consultant Role Description

4 days ago


Cape Town, Western Cape, South Africa Sanlam Limited Full time
Role Description:

The Financial Adviser role at Sanlam Limited involves delivering high-quality financial solutions to clients, driving business growth, and maintaining long-term relationships. Key responsibilities include client consultations, sales, and service, as well as compliance and risk management.

Key Responsibilities:
  • Conduct comprehensive fact-finding with clients to understand their financial needs and priorities.
  • Provide sound personal financial planning advice and apply financial knowledge to create customized plans.
  • Maintain and update client records, ensuring accurate and timely information.


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