Authorised Principal - Western Cape (SAN) at Sanlam Group

We are looking to partner with individuals who are interested in building and growing their own business. The ideal candidate is someone with financial   services experience, as well as experience in recruiting, managing and motivating a team of advisers.

As an Authorised Principal, you will be responsible for building your own business by recruiting and managing a team of financial advisers on Sanlam’s behalf.

We know how daunting it can be to start your own business, so this partnership will give you the necessary support to get your business off the ground. Sanlam will assist you in doing a feasibility analysis and provide you with a business plan.

Benefits of being an Authorised Principal

• Entrepreneurial independence.
• Operating under the Sanlam Developing Markets Limited FSP License.
• Excellent service fee structure.
• Transparent contract.
• Access to industry expertise.
• Sanlam pays financial advisers.
• Comprehensive business support.
• Compliance requirements – costs are shared.
• Ongoing training for the Franchise.
• Associated with a 100-year-old leading brand.
• Competitive product range.
• Access to key accounts support.
• Vesting manager support.

Minimum requirements

• Grade 12 / Matric
• Industry recognised qualification
• RE1 and RE5
• 2 years’ experience in the financial services industry

The following will be an added advantage

• Leadership qualities
• Energetic and a motivator
• Have business acumen and the ability to grow and develop people
• Activity management
• Existing relationships within Government
• Have a strong network and recruitment skills 
• Area and Regional management experience within insurance industry   
• Knowledge of the lower to middle class.