Thursday , April 18 2024

Sanlam Jobs 2023 – 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

Job Responsibilities:

  • 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.
  • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
  • To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.

Job Requirements:

  • Ability to influence client decision
  • Adhering to principles and values
  • Client Service Orientation
  • Proactive
  • Great business acumen
  • Analytical
  • Confident decision maker

Qualification & Experience:

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

Job Details:

Company: Sanlam

Vacancy Type:  Full Time

Job Location: Vryburg, North West, SA

Application Deadline: N/A

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