Application Details:
Closing date: Not specified
Location: Various, South Africa
Sanlam Developing Markets (SDM) is recruiting and invites applications for the following job vacancy: Financial Advisor [x20 posts].
ABOUT SANLAM
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.
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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
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.
JOB 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 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 Attributes
- 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.
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 realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.
How to apply
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.
Click on your preferred location to view further details abd/or apply:
The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process.
