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About the Organisation
Sanlam Life Ltd is one of South Africa’s leading financial services providers, renowned for building strong, lasting relationships with clients and advisors alike. With a deep respect for individual worth and potential, Sanlam offers opportunities for personal and professional growth while providing clients with innovative and tailored financial solutions. Through its five business clusters—Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, and Santam—along with MiWay and the Group Office, Sanlam provides diverse opportunities for career advancement within a supportive, inclusive, and transformative environment.
Sanlam Financial Adviser – Lonfin MOB (WC) job at Sanlam Group (Sanlam Life Ltd) | Apply Now
Cape Town, South Africa
Are you looking for Finance jobs in South Africa 2025 today? then you might be interested in Sanlam Financial Adviser – Lonfin MOB (WC) job at Sanlam Group (Sanlam Life Ltd)
Full Time
Deadline:
30 Sept 2025
Job Title
Sanlam Financial Adviser – Lonfin MOB (WC) job at Sanlam Group (Sanlam Life Ltd)
Sanlam Group (Sanlam Life Ltd)
Job Description
As a Financial Adviser, you will be responsible for growing Sanlam’s client base and revenue through the marketing and delivery of financial solutions that suit client needs. Your work will include prospecting, networking, generating leads, and converting relationships into business opportunities. You will conduct financial needs analyses, develop client portfolios, and present financial solutions in a professional manner. Continuous client service, compliance with regulatory requirements, and annual portfolio reviews will form a key part of your responsibilities. Additionally, you will be expected to achieve business targets, promote the Sanlam brand, and ensure excellent service delivery while maintaining strong ethical and compliance standards.
Duties, Roles and Responsibilities
Qualifications, Education and Competencies
See all details of the qualifications, competencies and education for this role under the "How to Apply" section below.
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Interested and qualified candidates are advised that all applications should be submitted online.
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How to Apply
Commit to marketing plans and distribution strategies to grow the adviser business.
Apply knowledge of market segmentation and customer profiling to support sales.
Prospect new clients through social, business, and professional networks.
Generate leads through networking, referrals, social media, and client-focused campaigns.
Conduct comprehensive fact-finding and financial needs analyses for clients.
Provide tailored financial planning and advice, ensuring compliance with FAIS and FSCA requirements.
Present financial solutions professionally and aligned with Treating Customers Fairly (TCF) principles.
Monitor client activities (maturities, cancellations, surrenders) to identify new opportunities.
Review client portfolios annually and recommend adjustments where needed.
Deliver exceptional service to build loyalty and long-term client relationships.
Document and report on business activities, including revenue, issued business, and client engagements.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Education and Certifications:
Grade 12 (Matric).
Compliance with FAIS "Fit and Proper" requirements.
Regulatory Examination completed if registered with FSCA for more than 24 months.
Knowledge and Skills:
Financial advisory, planning, and recommendations.
Sales and production target achievement.
Compliance and risk management knowledge.
Strong client relationship management skills.
Budgeting and financial advice delivery.
Personal Attributes:
Strong communication skills (verbal and written).
Tech-savvy and action-oriented.
Persuasive and interpersonal savvy.
Resilient, adaptable, and results-driven.
Ability to work independently and contribute effectively.
Core Competencies:
Customer focus.
Collaboration and teamwork.
Cultivates innovation.
Drives results.
Resilience under pressure.
