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About the Organisation
Sanlam Group is one of South Africa’s leading financial services providers, offering a wide range of financial products and solutions to clients across all markets. Through its business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, MiWay, and the Group Office – Sanlam is committed to building strong client relationships, fostering financial growth, and creating lasting impact.
Sanlam Financial Adviser – Provisory MOB job at Sanlam Group | Apply Now
Cape Town, South Africa
Are you looking for Finance jobs in Rwanda 2025 today? then you might be interested in Sanlam Financial Adviser – Provisory MOB job at Sanlam Group
Full Time
Job Title
Sanlam Financial Adviser – Provisory MOB job at Sanlam Group
Sanlam Group
Job Description
The role involves growing Sanlam’s client base by understanding customer profiles and providing suitable financial solutions. The Adviser will identify opportunities through networking, social and business interactions, and client base mining. They will conduct comprehensive financial needs analyses, prepare balanced financial plans, and present solutions aligned with compliance and ethical standards. The position also emphasizes maintaining client relationships, ensuring excellent service, monitoring portfolio changes, and providing continuous follow-up. Reporting on activities, revenue, and compliance is a key component of the role.
How to Apply
Duties, Roles and Responsibilities
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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.
Support business growth by implementing Sanlam’s distribution strategies.
Prospect for new clients via networks, referrals, social media, and campaigns.
Convert trusted relationships into business opportunities.
Conduct financial needs analyses and provide comprehensive financial planning advice.
Present solutions that align with client needs, affordability, and regulatory requirements.
Manage and maintain client portfolios, ensuring annual reviews.
Resolve business queries promptly and provide excellent after-sales service.
Strive for long-term client loyalty and relationships.
Ensure compliance with FAIS, FSCA, and other regulatory standards.
Document and report weekly/monthly activities, business issued, and revenue against targets.
Continuously improve skills and knowledge of financial products, services, and industry trends.
SERVICES
COMMERCIAL
SERVICES
INDUSTRIAL
SERVICES
RESIDENTIAL
Qualifications, Education and Competencies
Grade 12 (Matric) required.
FAIS “Fit and Proper” compliance.
Regulatory Examination successfully completed if FSCA-registered for more than 24 months.
Knowledge and Skills:
Financial advice and planning.
Client relationship management.
Risk management and compliance.
Production target achievement and budgeting.
Personal Attributes:
Strong communication skills.
Tech savvy and adaptable.
Persuasive and action-oriented.
Interpersonal and client-focused.
Resilient and results-driven
