Independent Financial Solutions Expert

6 days ago


Pretoria, Gauteng, South Africa Sanlam Full time
About the Position
Sanlam is a leading financial services provider in South Africa, dedicated to building strong relationships with our financial advisors. We're committed to helping them realise their worth and achieve great things through continuous development and growth opportunities.

We're seeking an experienced Wealth Management Specialist 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. Assist in growing the Sanlam Adviser Business by applying knowledge of market segmentation and customer profiles to support sales and growth within defined markets.
  2. Maintain accurate records, monitor progress, and document client interactions, ensuring all activities are compliant with regulatory requirements.
  3. Present financial solutions to clients in a professional and competent manner aligned to treating customers fairly, developing and implementing focused campaigns with new or existing clients in defined markets.
  4. Collaborate with colleagues to drive results, cultivate innovation, and maintain a customer-focused approach.


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