Financial Advisor - Sanlam

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.

Class of Business (COB)

Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business.

All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained the Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under the supervision and cannot be appointed as a Financial Advisor.

Qualification and experience 

FSB recognised qualification listed or credits pertaining to the date of the first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.

• 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

Technology requirement

• A smartphone that is compatible with the latest technology, i.e. Android or Apple

Personal qualities 

• Client Service Orientation

• Ability to influence client decision

• Confident decision-maker

• Great business acumen

• Adhering to principles and values

• Analytical

• Proactive

• Ability to cope with pressure and setbacks

• Exceptional interpersonal skills

• Trustworthy

• Detail-oriented

• Activity management

Our aim is to help you 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 realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development. 

Turnaround times

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.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.