Financial Advisor-Newcastle(Commission Only)

5 months ago

Newcastle, South Africa Sanlam Full time

Who are we?

Sanlam Developing Markets [SDM] (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. The cluster focusses on retail products, as well as group schemes.

What will you do?

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.
• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.
• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.
• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.
• Responsible for reporting on activities daily, through using relevant technology platforms.
• Collate data on activities to deliver on weekly and monthly reporting deadlines.
• Work with Sales Manager to identify priority areas and to plan monthly activities accordingly

What will make you successful in this role?

Qualification & experience:

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

Knowledge:

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

Qualification and Experience

Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

New business processingExisting business processingAppointment preparationClient appointments and liaisonPartnership Building

Personal Attributes

Optimises work processes - Contributing dependentlyCommunicates effectively - Contributing dependentlyAction orientated - Contributing dependentlyPlans and aligns - Contributing dependently

Build a successful career with us

We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing dependentlyCustomer focus - Contributing dependentlyDrives results - Contributing dependentlyCollaborates - Contributing dependentlyBeing resilient - Contributing dependently

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. 

  • Financial Services Consultant

    2 weeks ago

    Newcastle, KwaZulu-Natal, South Africa Sanlam Full time

    About the RoleAt Sanlam, we're looking for a skilled Financial Advisor to join our team in Newcastle. As a Financial Advisor, you'll be responsible for providing expert financial advice to our clients and helping them achieve their financial goals.Key ResponsibilitiesProvide financial advice and create personalized financial plans for clientsWork with...

  • Sales Manager

    4 months ago

    Newcastle, South Africa Express Employment Professionals (Witbank) Full time

    Our client in the commercial truck industry is in need of a dedicated and motivated sales manager to join their team in Newcastle, KwaZulu-Natal.The ideal candidate must have the following:Grade 12Drivers License and a reliable vehicle.Ability to lead and drive a thriving sales team.Minimum of 5 years working experience in commercial vehicles, preferably...

  • Service Advisor

    4 months ago

    Newcastle, South Africa The Recruitment Guy Full time

    NEW EMPLOYMENT AVAILABLETitle: Service AdvisorArea: NewcastleIndustry: Automotive DealershipRef No.: TRG 2205Salary: Market relatedStart Date: As soon as possible An Automotive Dealership is seeking a motivated and customer-focused SERVICE ADVISOR to join their team in Newcastle, Northern KZN. The successful candidate will be responsible for providing...

  • Heavy Machinery Operator

    3 days ago

    Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full time

    Job Title: Heavy Machinery Operator - Newcastle Onsite ProjectDescription: An opportunity has arisen for a skilled and experienced Skid Steer Operator to join our client's team based in Newcastle, working on an onsite project at ArcelorMittal Steel.About the Role:To operate heavy machinery safely and efficiently, adhering to company rules and...

  • Professional Event Coordinator

    6 hours ago

    Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Company OverviewBeBee Professionals is a renowned organization that excels in delivering exceptional events, conferences, and meetings. Our commitment to excellence drives us to seek out talented professionals like you.SalaryThe estimated salary for this position is £35,000 - £50,000 per annum, depending on experience.Job DescriptionWe are seeking an...

  • Dynamic Financial Services Consultant

    1 day ago

    Newcastle, KwaZulu-Natal, South Africa Sanlam Full time

    Job OverviewWe are seeking a highly motivated and results-driven Financial Services Consultant to join our team in Newcastle. As a key member of our sales team, you will be responsible for providing financial advice and solutions to clients, working closely with our customers to understand their needs and preferences.

  • Premier Financial Advisor

    4 weeks ago

    Newcastle, KwaZulu-Natal, South Africa FirstRand Bank Limited Full time

    Job SummaryWe are seeking a highly skilled Premier Financial Advisor to join our team at FirstRand Bank Limited. As a Premier Financial Advisor, you will be responsible for proactively growing the balance sheet of allocated customers, delivering exceptional experience and education to a portfolio of clients on wealth creation, accumulation, and overall...

  • Financial advisors Hollard

    1 week ago

    Newcastle, South Africa Truesure Intermediary Services Full time

    I am looking for experienced Hollard MLM financial Advisor, with a good track record of success and retaining clients. Previous experience from other Insuraces will be considered.Attention to detail and strong organiztainational skillsAbility to build and maintain long-term client relationshipsProficiency in financial planning software and toolsStrong...

  • Chief Financial Officer

    4 weeks ago

    Newcastle,, South Africa Jobted ZA C2 Full time

    Our client a passionate local producer of metallurgical, chemical and energy products is looking for a Chief Financial Officer. They are seeking an experienced and highly qualified individual to take on this role. You will be a registered CA SA and will be accountable for the full financial management strategy of the organisation. POSITION Chief Financial...

  • Senior Accountant

    1 month ago

    Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full time

    Job Title: Administration ManagerWe are seeking an experienced Administration Manager to join our team at The Recruitment Guy in Newcastle.Job Summary:The successful candidate will be responsible for ensuring the accurate and timely provision of financial and asset performance information to management, as well as overseeing the development of direct reports...

  • Financial Modeling Expert

    4 weeks ago

    Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job Description: beBee Professionals is seeking a Financial Modeling Expert to join our team in Newcastle. The successful candidate will be responsible for providing analysis and support to the Nonprofit team, including developing and maintaining financial models, preparing reports, and providing insights to the team.Key Responsibilities:Develop and maintain...

  • Financial Analyst for Hospitality Industry

    4 weeks ago

    Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    We are seeking a highly skilled Financial Analyst to join our team at beBee Professionals in Newcastle. The ideal candidate will have a degree in accounting or finance and at least 3 years of experience in a similar role. They will be responsible for providing financial advice and support to the hospitality industry, including budgeting, forecasting, and...

  • Financial Manager for Healthcare Division

    4 weeks ago

    Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job Description:We are seeking a Financial Manager for Healthcare Division to join our team in Newcastle. The successful candidate will be responsible for managing the financial activities of the healthcare division, including the development and implementation of financial policies and procedures, the preparation of financial statements and reports, and the...

  • Costing Clerk

    4 months ago

    Newcastle, South Africa The Recruitment Guy Full time

    NEW EMPLOYMENT AVAILABLETitle: Costing Clerk (Service Team Leader)Area: NewcastleIndustry: Automotive DealershipRef No.: TRG 2206Salary: Market related TCTC available/negotiableStart Date: As soon as possible An Automotive Dealership is seeking a detail-oriented and customer-focused COSTING CLERK with dual responsibilities as a SERVICE TEAM LEADER to join...

  • Motor Vehicle Technician

    2 months ago

    Newcastle, South Africa Sydsen Group (Pty) Ltd Full time

    Motor Vehicle Technician - Newcastle, KwaZulu-NatalOur client, a prestigious dealership, is seeking an experienced Motor Vehicle Technician with a background in premium brands to join their team in Newcastle, KwaZulu-Natal. The ideal candidate will possess exceptional technical skills and a commitment to delivering high-quality service. Key...

  • Skid Steer Operator

    4 months ago

    Newcastle, South Africa The Recruitment Guy Full time

    NEW EMPLOYMENT AVAILABLETitle: Skid Steer OperatorArea: NewcastleIndustry: Onsite ProjectRef No.: TRG 2194Salary: 4 weeks Contract Period / Market related ratesStart Date: Immediate An opportunity for an experienced / qualified and licenced SKID STEER OPERATOR is required for contract employment based onsite (in ArcelorMittal Steel) Newcastle.If you meet the...

  • Financial Planning Specialist for Hospitality Sector

    5 hours ago

    Newcastle, KwaZulu-Natal, South Africa beBee Professionals Full time

    Job OverviewBeBee Professionals is a leading provider of accounting services, seeking an experienced Financial Planning Specialist to join our team in Newcastle.Compensation and BenefitsThe estimated salary for this position is around £45,000 - £60,000 per annum, depending on experience. Our company offers a range of benefits, including opportunities for...

  • Repair Shop Assistant

    2 months ago

    Newcastle, South Africa Sydsen Group (Pty) Ltd Full time

    Repair Shop Assistant - Newcastle, KwaZulu-Natal Our client is seeking a dedicated Repair Shop Assistant to join their dealership team in Newcastle, KwaZulu-Natal. In this role, you will support skilled technicians by performing various tasks, including organizing tools and parts, maintaining a clean work environment, and assisting with repairs as...

  • Electrical Fitters Specialist

    3 days ago

    Newcastle, KwaZulu-Natal, South Africa The Recruitment Guy Full time

    We are seeking an experienced Electrical Fitters Specialist to join our team at The Recruitment Guy in Newcastle.As an Electrical Fitters Specialist, you will be responsible for dismantling electrical motors, testing runs on electrical motors, and taking AC data on windings of an electrical motor.You will also be required to clean the core of an electrical...

  • Junior Financial Advisor – Umhlanga

    2 weeks ago

    Newcastle, South Africa The Recruitment Council Full time

    This leading Asset Manager is looking for a Junior Financial Advisor to join their team. You will need to contribute to the overall profitability of the business by assisting advisory partners with the supporting documentation and compliance requirements of existing and new clients. Ensuring a good knowledge of the administrative systems to secure new...