Job Description

Sanlam Vacancies – Sanlam Financial Adviser

Sanlam Financial Adviser – Sanlam Vacancies

About the Role
Sanlam is a leading financial services provider committed to building meaningful, long-term relationships with its financial advisers. As a Sanlam Financial Adviser, you will be empowered to grow your career, develop your potential, and deliver impactful financial solutions to clients while being recognised and rewarded for your performance.

Key Responsibilities

• Provide professional financial advice, planning, and tailored product solutions to new and existing clients
• Build and maintain a sustainable portfolio of high-quality business aligned with set targets
• Develop long-term client relationships that promote loyalty and ongoing engagement
• Ensure all activities are conducted in a compliant and ethical manner

Business Growth and Development

• Support and execute marketing strategies to grow the adviser business
• Apply knowledge of market segmentation and customer profiles to drive targeted growth
• Achieve revenue targets through single and recurring premium generation
• Promote the Sanlam brand and deliver fair customer outcomes in all engagements

Networking and Lead Generation

• Identify and create new business opportunities through networking and relationship building
• Generate leads via social platforms, referrals, and professional associations
• Strengthen and expand existing client relationships to unlock additional value
• Conduct targeted campaigns and identify gaps within the client base for growth opportunities
• Monitor client activities such as policy changes, cancellations, or maturities to identify sales opportunities

Client Consultations and Sales

• Conduct detailed client fact-finding and financial needs analysis
• Develop and present personalised financial plans and solutions
• Ensure all advice and documentation meet compliance and regulatory standards
• Maintain accurate client records using relevant systems and tools
• Review client portfolios regularly to ensure continued alignment with their needs

Client Service Excellence

• Deliver professional, ethical, and client-focused service at all times
• Resolve client queries efficiently through appropriate support channels
• Continuously enhance product knowledge and industry awareness
• Build and maintain strong, long-term client relationships

Monitoring and Reporting

• Track and report on client engagements, consultations, and sales performance
• Monitor revenue against targets and maintain accurate client data
• Ensure all activities are recorded within workflow and reporting systems

Qualifications and Experience

• Matric (Grade 12)
• Compliance with FAIS “Fit and Proper” requirements
• Regulatory Examination (RE) completed for candidates registered with FSCA for more than 24 months

Knowledge and Skills

• Financial advisory and planning expertise
• Strong understanding of compliance and risk management
• Ability to meet production targets and manage budgets
• Client relationship management and advisory skills

Personal Attributes

• Effective communicator
• Technologically proficient
• Results-driven and action-oriented
• Strong interpersonal and influencing skills

Core Competencies

• Collaboration and teamwork
• Resilience and adaptability
• Results-driven mindset
• Innovation and continuous improvement
• Customer-centric approach

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