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Sanlam Financial Adviser: Zizaru MOB job at Sanlam Group | Apply Now
Are you looking for Finance jobs in South Africa 2025 today? then you might be interested in Sanlam Financial Adviser: Zizaru MOB job at Sanlam Group
About the Organisation
Sanlam Life Ltd is one of South Africa’s foremost financial services providers, recognized for its strong reputation, customer focus, and commitment to empowering clients and employees alike. The company operates on a foundation of respect, integrity, and a belief in each individual's unique worth. Sanlam offers opportunities for growth through its diverse business clusters, including Sanlam Life and Savings, Sanlam Investment Group, Sanlam Fintech, Sanlam Allianz, Santam, MiWay, and the Group Office.
Cape Town, South Africa
Full Time
Job Title
Sanlam Financial Adviser: Zizaru MOB job at Sanlam Group
Sanlam Group
Job Description
The Financial Adviser will be responsible for identifying client needs, providing tailored financial advice, and offering Sanlam’s range of products and services. This includes sourcing new clients, strengthening existing relationships, and promoting the Sanlam brand through high-quality service delivery. The adviser will engage in marketing, client consultations, financial needs analysis, compliance adherence, and relationship building, all while achieving individual business and revenue targets.
Duties, Roles and Responsibilities
Assist in the growth and development of the Sanlam Adviser business in line with the distribution strategy
Segment the market and apply insights to target potential clients
Generate leads through networking, referrals, and social engagements
Prospect new clients via business and social networks
Conduct comprehensive client consultations, fact-finding, and needs analysis
Present financial solutions in alignment with client goals and compliance standards
Continuously service and monitor client portfolios, responding to changes and opportunities
Maintain ethical, courteous, and professional communication at all times
Resolve client queries promptly and efficiently
Document and report on activities including meetings, sales, and progress against targets
Ensure proper data entry and system updates
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
Education and Certifications:
Grade 12 (Matric)
Compliance with FAIS “Fit and Proper” requirements
Successfully completed Regulatory Examination if registered with FSCA for over 24 months
Experience:
Previous experience in financial planning or advisory roles is advantageous
Proven ability to achieve revenue and performance targets
Skills and Attributes:
Excellent communication and interpersonal skills
Tech-savvy and comfortable using digital tools
Strong client relationship management abilities
Goal-driven, persuasive, and action-oriented
Financial planning and compliance knowledge
High ethical standards and customer service orientation
Core Competencies:
Being resilient
Collaborating
Driving results
Cultivating innovation
Customer focus
How to Apply
ONLY ONLINE APPLICATIONS:
Interested candidates are advised that all applications should be submitted online;
To apply please click the “Apply” button below.
