Financial Adviser: Career Opportunity

5 days ago


Cape Town, Western Cape, South Africa Sanlam Full time
Company Overview

Sanlam Life Ltd is a leading provider of financial services in the South African market. We pride ourselves on building strong relationships with our financial advisors, helping them achieve their career goals and personal development.

We believe that every individual has unique worth and potential, which is why we provide opportunities for growth and recognition within our company.

Job Description

The primary objective of this role is to provide expert financial advice and planning to new and existing clients, identifying their needs and delivering tailored solutions. You will be responsible for growing the Sanlam adviser business by applying knowledge of market segmentation and customer profiles, as well as leveraging your professional network to generate leads and referrals.

You will work closely with clients to understand their financial situations, providing sound advice and recommendations to help them achieve their goals. Your role will also involve maintaining and servicing client relationships, ensuring exceptional service and loyalty to the brand.

Required Skills and Qualifications
  • Fitness and Proper requirements under the FAIS Act
  • Regulatory Examination qualification
  • Strong communication and interpersonal skills
  • Ability to work independently and collaboratively
Benefits

As a valued member of our team, you can expect a competitive salary package, comprehensive training and development opportunities, and a dynamic work environment that supports your growth and success.

Our Commitment to Transformation

At Sanlam, we are committed to creating a diverse, inclusive, and equitable work environment, recognizing the value that each employee brings to our organization. This commitment drives us to achieve a thriving and sustainable business in South Africa.


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