Financial Advisor

Sanlam is one of the top financial services providers in the South African entry-level and emerging middle market. The company intends to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover, and personal accident plans.

In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance, and African Rainbow Life.

Sanlam Values

The ability to demonstrate, understand and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

• Leads with courage
• Serves with pride
• Care because the company believes in mutual respect
• Acts with integrity & accountability
• Grow value through innovation & superior performance

Responsibilities:

• To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.
• To work in allocated key accounts and allocated markets.
• To offer customer service to Sanlam clients.
• To arrange appointments with potential customers within Key Accounts and Allocated Markets.
• To update and inform customers and client public of our new products.

Class of Business (COB):

• Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained the Class of Business before the appointment. If a potential candidate has not completed Class of Business they are still deemed to be under the supervision and cannot be appointed as a Financial Advisor.

Qualification & experience

• FSB recognized qualifications listed or credits on the date of the first appointment in the industry, as listed on the most recently published Board notice as published for recognized qualification by the FSB.

Requirements:

• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• At least two years’ work experience within sales or marketing

Personal qualities

• Client Service Orientation
• Ability to influence client decision
• Confident decision-maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.
   

Sanlam aims to build strong, lasting relationships with its employees. The company knows that employees have hopes for their future; their career, personal development, and achieving great things. It prides itself in helping its employees to realize their worth. Through its business clusters; Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office, the group provides many opportunities for growth and development.

Turnaround times

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive, and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa. The Group’s Employment Equity plan and targets will be considered as part of the selection process.