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  • Posted: May 4, 2021
    Deadline: Not specified
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  • Since our establishment in 1918, Sanlam has been a prominent part of the South African business landscape. We have always held a long-term view of how business adapts to the demands of the environment in which it operates. Today, in a dynamic world, we see an evolving set of social, economic, political and environmental imperatives that require our skilful ...
    Read more about this company

     

    Financial Advisor

    What will you do?

    • 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 Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.

    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.

    • 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.

    Our aim is to help you build a successful career with us

    We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our 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.

    go to method of application »

    Sales Manager

    What will you do?

    • Activity management of representatives.
    • Prospecting for Representatives.
    • Production management on a daily basis concentrating on quality and quantity.
    • Conducting training - Theoretical and practical in field.
    • Facility liaison.
    • New facility identification.
       

    Qualification & experience

    • Grade 12

    meet the qualification requirements in line with their DOFA:

    • Individuals who joined the industry prior to 2010 must have obtained their 30 or 60 credits or alternatively obtained a full qualification as per the FSCA’s list of recognized qualifications.
    • Individuals who joined the industry from 2010 must have obtained a full qualification (120 Credits at NQF Level 4 for Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
    • It would be advantageous for the individual to meet the following criteria but not compulsory: In order to register for the Retail Pensions Category the Manager must have obtained a full qualification (120 Credits. at NQF level 4 would be required and NQF level 5 would be advantageous Categories B1 and B2) as per the FSCA's list of recognized qualifications at the point of recruitment.
    • RE 5 required from date of appointment)
       

    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 Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Sales Manager.

    Knowledge and skills

    • At least 2 years sales experience of which at least 1 year must be within the financial services industry (Cat B1/Cat B2/Retail Pensions)
    •  A minimum of one year management experience    
    •  Where the appointment is an internal appointment, past performance must be checked to ensure that all company criteria was met

    Personal qualities

    • Good leadership skills.
    • Entrepreneurial with good business acumen.
    • Strong action orientation
    • Good written and verbal communication skills.
    • Ability to make decisions.
    • Initiative and innovativeness.
    • Planning and organizing.
    • Achievement orientation.
    • Negotiation skills.
    • Coaching and enabling skills
       

    Our aim is to help you build a successful career with us

    We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our 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. 

    go to method of application »

    Experienced Financial Advisers

    Overview:
    We provide advice on long term insurance, short term insurance and investments. Excellent training, support, and remuneration structure. We are looking for individuals who will be motivated by the earning potential and personal development we provide.
    Ideal candidates will have:

    •     Matric / Grade 12
    •     At least 7 years’ working experience 
    •     Tertiary qualification an advantage
    •     2 years’ Financial Advisory sales experience will be an advantage
    •     RE and FAIS qualifications 
    •     Good written and verbal communication skills
    •     Clear credit record
    •     No criminal record
    •     Own transport and drivers’ licence

    What we offer:

    •     Training allowance for 3 months
    •     Production Bonus of R5 000 per month and 85 % commission or 100% commission
    •     24 months additional vesting bonus
    •     Training and skills development
    •     Sales and admin support
    •     Medical Aid and Pension Fund

        Group Life benefits

    • Send us a copy of your updated CV that includes your contact details should you be interested in furthering your career in Financial Advisory, love working with people, and have an ambitious attitude. Email address [email protected]

    If you have not received a response within 2 weeks of your application please consider it unsuccessful.

    The recruiter reserves the right to withdraw the advertisement prior to the closing date or to allow further applications to be submitted after the closing date indicated.  
    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.  

    Method of Application

    Use the link(s) below to apply on company website.

     

    Note: Never pay for any training, certificate, assessment, or testing to the recruiter.

  • Send your application

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