Financial Adviser-Durban(Commission Only)

3 weeks ago


Durban, KwaZulu-Natal, South Africa Sanlam Full time

About Us

Sanlam Developing Markets is a leading financial services provider in South Africa, offering a range of simple and affordable financial solutions to meet the unique needs of clients. Our goal is to provide exceptional customer service and support, while maintaining a strong focus on compliance and risk management.

Job Summary

We are seeking a highly motivated and experienced Financial Adviser to join our team in Durban. As a Financial Adviser, you will be responsible for providing financial advice and support to clients, working closely with our sales team to achieve production targets and budgeting goals. You will also be responsible for ensuring compliance with regulatory frameworks and standards, as well as maintaining a strong understanding of Sanlam insurance products.

Key Responsibilities

  • Provide financial advice and support to clients, including developing and maintaining a deep understanding of Sanlam insurance products.
  • Work closely with the sales team to achieve production targets and budgeting goals.
  • Ensure compliance with regulatory frameworks and standards, including the Financial Advisory and Intermediary Services Act (FAIS) and the Financial Sector Conduct Authority (FSCA).
  • Maintain a strong understanding of Sanlam insurance products and stay up-to-date with any changes in products or regulations.
  • Participate in knowledge sharing platforms and training opportunities to enhance skills and knowledge.
  • Collate data on activities to deliver on weekly and monthly reporting deadlines.

Requirements

  • Matric (grade 12) or NQF level 4 qualification.
  • RE5 an advantage.
  • Clear Credit and Criminal records.
  • FAIS Compliance.
  • At least two years' work experience within sales or marketing.

Knowledge and Skills

  • Sales tactics and approaches.
  • Client service and engagement.
  • Relevant Regulatory frameworks, policies, and standards.
  • Sanlam insurance products (ideal).

Personal Attributes

  • Communicates effectively.
  • Contributing independently.
  • Interpersonal savvy.
  • Persuades.

Build a Successful Career with Us

We pride ourselves in helping our employees to realise their worth and achieve great things. Through our five business clusters, we provide many opportunities for growth and development.

Core Competencies

  • Collaborates.
  • Being resilient.
  • Drives results.
  • Cultivates innovation.
  • Customer focus.

Turnaround Time

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.



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