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Sanlam Financial Adviser – Peak MO Bluestar job at Sanlam Group (Sanlam Life Ltd) | Apply Now
Are you looking for Finance jobs in South Africa 2025 today? then you might be interested in Sanlam Financial Adviser – Peak MO Bluestar job at Sanlam Group (Sanlam Life Ltd)
About the Organisation
Sanlam Life Ltd is one of the leading financial services providers in South Africa, dedicated to building strong, lasting relationships with clients and financial advisers. The company values individual worth and growth, offering opportunities for personal and professional development while delivering tailored financial solutions to diverse markets. Sanlam operates across five business clusters—Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, and Santam—along with MiWay and the Group Office, creating wide-ranging opportunities for advancement within a supportive and inclusive environment.
Johannesburg, South Africa
Full Time
Job Title
Sanlam Financial Adviser – Peak MO Bluestar job at Sanlam Group (Sanlam Life Ltd)
Sanlam Group (Sanlam Life Ltd)
Job Description
The role of Sanlam Financial Adviser – Peak MO Bluestar involves acquiring new clients and servicing existing ones with tailored financial planning and product offerings. Advisers are expected to generate sustainable business aligned with company targets, foster long-term client relationships, and ensure compliance with industry regulations. Responsibilities include prospecting through social and business networks, conducting financial needs analyses, developing client portfolios, and presenting financial solutions professionally. Advisers must monitor client activities, respond to changes (such as policy maturities or cancellations), and review portfolios annually. The role also requires delivering excellent customer service, continuous personal development, and reporting on progress against revenue and activity targets.
Duties, Roles and Responsibilities
Commit to distribution strategy targets for business growth.
Prospect and network to generate new client opportunities.
Convert trusted relationships into business relationships.
Strengthen existing client relationships and identify service gaps.
Conduct financial needs analyses using Sanlam’s tools and systems.
Provide professional financial planning and advice.
Present balanced financial solutions aligned with Treating Customers Fairly (TCF).
Monitor and respond to client activities (maturities, cancellations, surrenders).
Conduct annual reviews of client portfolios.
Deliver ethical, courteous, and professional client service.
Document and report on contacts, consultations, issued business, and revenue.
Continuously update skills and industry knowledge to remain effective.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
Education and Certifications:
Grade 12 (Matric).
FAIS "Fit and Proper" requirements.
Regulatory Examination completed if registered with FSCA for more than 24 months.
Knowledge and Skills:
Financial advisory and support.
Business development and revenue generation.
Compliance and risk management.
Client relationship management.
Financial planning and recommendations.
Personal Attributes:
Strong communication and interpersonal skills.
Tech-savvy and adaptable.
Action-oriented and persuasive.
Resilient and results-driven.
Independent, with strong problem-solving skills.
Core Competencies:
Customer focus.
Collaboration and teamwork.
Resilience and adaptability.
Innovation and results orientation.
How to Apply
ONLY ONLINE APPLICATIONS:
Interested and qualified candidates are advised that all applications should be submitted online.
To apply please click on the APPLY button below.
