Financial Advisor - Boksburg

Date: 05-Jun-2019

Location: GT, ZA

Company: Sanlam Group

Who are we?

Sanlam is one of the leading financial services providers in the South African entry-level market. We’re in the business of planning for tomorrow. The never-ending pursuit of meticulously crafting our clients’ futures. We do this by truly appreciating the value of money and turning the materials we’re given into something more.  It’s our trade and it is something we are passionate about. It’s what makes us Wealthsmiths™. 

As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

 

Sanlam Values

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

  • Lead with courage
  • Serve with pride
  • Care because we respect each other
  • Act with integrity & accountability
  • Grow value through innovation & superior performance

 

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.
      

 

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 marketin

 

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.

Who are we?

Sanlam is one of the leading financial services providers in the South African entry-level market. We’re in the business of planning for tomorrow. The never-ending pursuit of meticulously crafting our clients’ futures. We do this by truly appreciating the value of money and turning the materials we’re given into something more.  It’s our trade and it is something we are passionate about. It’s what makes us Wealthsmiths™. 

As Wealthsmiths™ we believe in creating and cultivating a positive, energised working environment that gives you every opportunity to achieve success. Sanlam is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

 

Sanlam Values

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles.  Applicants must exhibit their commitment to the values as part of the application process.

  • Lead with courage
  • Serve with pride
  • Care because we respect each other
  • Act with integrity & accountability
  • Grow value through innovation & superior performance

 

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.
     

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. 

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. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities

 

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. 

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. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society as well as people with disabilities.

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