Job Description

Sanlam Vacancies – Sanlam Financial Adviser

Sanlam Financial Adviser – Sanlam Vacancies

About the Role
The Sanlam Financial Adviser is responsible for delivering professional financial advice, planning, and tailored product solutions to both new and existing clients. This role focuses on building a sustainable, high-quality client base, maintaining long-term relationships, and driving consistent sales growth while operating within a compliant and ethical framework.

Key Responsibilities

• Provide relevant financial advice and recommend suitable products based on client needs
• Build and maintain a strong client portfolio that supports long-term business growth
• Ensure all activities align with compliance standards and ethical practices
• Strengthen client loyalty through ongoing service and relationship management

Business Growth and Development

• Execute marketing plans and achieve targets aligned with business strategy
• Apply market segmentation insights to drive sales within the target market
• Meet revenue goals through single and recurring premium generation
• Promote the brand while ensuring fair treatment of all clients

Networking, Prospecting and Lead Generation

• Identify new business opportunities through networking and relationship building
• Generate leads via social platforms, referrals, and professional engagements
• Convert existing relationships into business opportunities
• Expand services within the current client base to unlock additional value
• Develop targeted campaigns to grow presence within the defined market
• Monitor client activities such as policy changes, cancellations, or maturities to identify opportunities

Client Consultation and Sales

• Conduct detailed client fact-finding and needs analysis
• Provide comprehensive financial planning advice and solutions
• Ensure all interactions meet compliance and disclosure requirements
• Present tailored financial solutions aligned with client goals
• Maintain accurate records using relevant systems and tools
• Perform regular portfolio reviews to ensure ongoing alignment with client needs

Client Service Excellence

• Deliver professional, ethical, and client-focused service
• Resolve client queries efficiently and within agreed timelines
• Continuously enhance product knowledge and industry understanding
• Build and maintain long-term client relationships through consistent engagement

Monitoring and Reporting

• Track and report on sales activities, client engagements, and performance metrics
• Maintain accurate client records and update systems regularly
• Monitor revenue against targets and ensure proper workflow documentation

Qualifications and Experience

• Matric (Grade 12)
• Compliance with FAIS “Fit and Proper” requirements
• Regulatory Examination completed for candidates registered with FSCA for more than 24 months

Knowledge and Skills

• Financial planning and advisory expertise
• Strong understanding of compliance and risk management
• Ability to achieve production targets and manage performance
• Client relationship management and advisory capabilities

Personal Attributes

• Strong communication skills
• Technologically proficient
• Results-driven and proactive
• Strong interpersonal and influencing abilities

Core Competencies

• Collaboration and teamwork
• Resilience and adaptability
• Results-driven mindset
• Innovation and continuous improvement
• Customer-focused approach

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