Advisory Services Professional

4 days ago


Pretoria, Gauteng, South Africa Sanlam Full time
About the Job
We're looking for an Independent Financial Solutions Expert to join our team. As a key member of our advisory services team, you will be responsible for providing high-quality financial advice and planning to new and existing clients, meeting sales targets, and maintaining client relationships within a compliant and ethical manner.

Key Responsibilities
  1. Ensure all client interactions are compliant in terms of disclosures and advice given, providing written/electronic information required for compliance.
  2. Develop and implement focused campaigns with new or existing clients in defined markets, turning trusted relationships into business relationships, and strengthening existing relationships.
  3. Conduct regular client consultations, reviewing client portfolios annually, and updating records accordingly, ensuring all activities are compliant with regulatory requirements.
  4. Promote the Sanlam brand, adhering to Treating Customers Fairly principles, and striving for excellent, value-added service to clients.


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