Professional Financial Advisor

2 days ago


Nelspruit, Mpumalanga, South Africa Sanlam Full time
Overview of the Role

The Financial Adviser position at Sanlam is an excellent opportunity for a motivated and experienced professional to join our team and contribute to the company's success.

Main Accountabilities
  1. Client Acquisitions and Retention
  • Develop and execute lead generation strategies to identify and pursue new business opportunities.
  • Strengthen existing client relationships by delivering exceptional service and tailored solutions.
Financial Planning and Advice
  • Conduct comprehensive fact-finding sessions with clients to understand their needs and priorities.
  • Develop and recommend tailored financial solutions to meet client needs.
Business Development and Growth
  • Develop and implement targeted marketing campaigns to attract new clients and grow business revenue.
  • Collaborate with internal teams to achieve business targets and milestones.


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