Sanlam Financial Consultant Role Description
4 days ago
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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Sanlam Financial Adviser: Lonfin MOB
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam Financial Adviser: Lonfin MOB (WC)Date: 13 Jan 2025Location: Cape Town, Western Cape, ZAWho 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 pride ourselves in helping our financial advisors to realise their...
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Financial Services Consultant
2 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeJob Description:We are looking for an experienced Financial Services Consultant to join our team at Sanlam Limited. The successful candidate will be responsible for providing expert advice and guidance to clients on their personal financial planning needs.The ideal candidate will have a strong background in finance and experience in working with clients to...
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Cape Town, Western Cape, South Africa Sanlam Limited Full timeAs a Financial Adviser: Berghshire MOB Position at Sanlam Limited, you will be responsible for providing expert financial advice to our clients and growing the business. Key responsibilities include:Client Needs Assessment:
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Expert Financial Guidance with Sanlam
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam Financial Services OpportunityThis is a unique opportunity to join our team as a Financial Adviser at Sanlam Limited. As a key player in our sales force, you will be responsible for delivering expert financial advice and guidance to our clients.Job RequirementsProvide financial advice and support to clients.Produce target achievements and...
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Sanlam Financial Adviser: SFG
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam 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...
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Sanlam Financial Adviser: Berghshire MOB
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam Financial Adviser: Berghshire MOBDate: 13 Jan 2025Location: Cape Town, Western Cape, ZAWho are we?Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam...
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Sanlam Financial Adviser: Evagor MOB
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam 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...
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Healthcare Financial Advisor Sanlam
4 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeJob DescriptionWe are seeking a skilled Sanlam Health Care Adviser to join our team. As a key member of our advisory team, you will be responsible for providing expert financial advice and planning services to our clients.Responsibilities:Conduct thorough financial assessments of clients to identify areas for improvement and opportunities for growth.Develop...
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Sanlam Financial Adviser: Wealth Solutions
3 weeks ago
Cape Town, Western Cape, South Africa Sanlam Group Full timeJob title : Sanlam Financial Adviser: Wealth SolutionsJob Location : Western Cape, Cape TownDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries 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...
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Sanlam Financial Adviser: Evagor MOB
3 weeks ago
Cape Town, Western Cape, South Africa Sanlam Group Full timeJob title : Sanlam Financial Adviser: Evagor MOBJob Location : Western Cape, Cape TownDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries 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...
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Sanlam Financial Adviser: Firebird Group
3 weeks ago
Cape Town, Western Cape, South Africa Sanlam Group Full timeJob title : Sanlam Financial Adviser: Firebird Group (WC)Job Location : Western Cape, Cape TownDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries 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...
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Sanlam Financial Adviser: Mlibo MOB
3 weeks ago
Cape Town, Western Cape, South Africa Sanlam Group Full timeJob title : Sanlam Financial Adviser: Mlibo MOBJob Location : Western Cape, Cape TownDeadline : April 10, 2025Quick Recommended LinksJobs by Location Job by industries 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...
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Product Strategist: Sanlam Corporate
23 hours ago
Cape Town, Western Cape, South Africa Sanlam Full timeAbout UsSanlam Corporate forms part of the Sanlam Group which offers retail and corporate life insurance, health and investment products in South Africa. Our vision is to be the preferred partner to Corporate and Public Sector by providing an awesome client experience and comprehensive solutions that enable the financial resilience and prosperity of those...
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Sanlam Financial Services Advisor
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeAbout the RoleWe are seeking a highly skilled and experienced individual to join our team as a Sanlam Short-term Insurance Adviser: OpShield Sti Bluestar.This is an exciting opportunity for someone who is passionate about financial services and has a strong desire to succeed in a fast-paced environment.The successful candidate will be responsible...
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Sanlam Financial Adviser: Fortress MOB
3 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam 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...
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Sanlam Financial Adviser: Mlibo MOB
5 days ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam 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...
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Sanlam Financial Adviser: Zizaru MOB
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam 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...
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Sanlam Financial Adviser: Firebird Group
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam Financial Adviser: Firebird Group (WC)Date: 10 Jan 2025Location: Cape Town, Western Cape, ZAWho 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...
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Sanlam Financial Adviser: Firebird MOB
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeSanlam 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...
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Sanlam Financial Services Expert
1 day ago
Cape Town, Western Cape, South Africa Sanlam Limited Full timeJob OverviewWe are seeking a highly skilled and motivated Financial Adviser to join our team at Sanlam Limited. As a key member of our sales force, you will be responsible for providing expert financial advice and guidance to new and existing clients.About the RoleProvide professional and relevant financial advice, planning, and products to clients.Grow the...