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Sanlam Wealth Solutions Expert

3 weeks ago

Cape Town, Western Cape, South Africa Sanlam Limited Full time

At Sanlam Limited, we're committed to building strong relationships with our financial advisors. As a Sanlam Wealth Solutions Expert, you'll play a key role in helping us achieve this goal.

Company Overview

Sanlam Limited is one of the top financial services providers in South Africa. Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

We give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

Job Description

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 and requirements. Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.

Maintain and service these clients as part of a long-term relationship which builds loyalty to the brand and generates ongoing advice and sales.

  • Assist in growing the Sanlam Adviser Business
  • Networking, prospecting and leads generation
  • Client consultations and sales
  • Client Service
  • Monitor, update and reporting (weekly/monthly)