Thursday , April 18 2024

Sanlam Job Applications – Financial Advisor

Website Sanlam

Job Description:

Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims 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.

Job Responsibilities:

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

Job Requirements:

  • Analytical
  • Trustworthy
  • Exceptional interpersonal skills
  • Confident decision maker
  • Detail-oriented
  • Adhering to principles and values
  • Ability to cope with pressure and setbacks
  • Great business acumen
  • Proactive

Qualification & Experience:

  • FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
  • FAIS Compliance
  • RE5 an advantage
  • Clear Credit and Criminal records
  • Matric (grade 12) or NQF level 4
  • At least one years’ work experience within sales or marketing.

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Tzaneen, Limpopo, SA

Application Deadline: N/A

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