Financial Advisor at Sanlam Group

Job description

Position Details

Sanlam Sky Solutions, a business unit within the Sanlam Personal Finance cluster, offers a wide range of simple and affordable financial solutions tailored for the South African entry-level market. These solutions cover needs such as funeral insurance, savings for education, life cover and personal accident plans. This business consists of 61 sales branches and 106 client care offices, conducting business through over 400 brokers and 3 700 tied agents, all dedicated to meeting the financial needs of its clients and their families.

Position Description Key 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 meeting with potential customers within Key Accounts and Allocated Markets.
• To update and inform a customers and client public of our new products

Minimum Requirements

Role Requirements

• 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 FSB.
• Matric (grade 12) or NQF level 4
• RE5 an advantage
• Clear Credit and Criminal records
• FAIS Compliance
• Own vehicle or fulltime access to one an advantage
• Valid Driver's License
• At least two years’ work experience within sales or marketing

Competencies

• 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.