Financial Adviser-PMB(Commission Only)

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.

• Develop and maintain an understanding of the range of Sanlam products. Keep up to date with any changes in products or regulations, as well as the impact thereof.

• Ensure Continuous Professional Development (CPD) credits, accreditations and qualifications are up to date to maintain a quality and continuous service offering to customers.

• Participate in knowledge sharing platforms and training opportunities, inside and outside of the organisation, where relevant.

• Responsible for reporting on activities daily, through using relevant technology platforms.

• Collate data on activities to deliver on weekly and monthly reporting deadlines.

• Work with Sales Manager to identify priority areas and to plan monthly activities accordingly.

What will make you successful in this role?

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 

Knowledge:

• Sales tactics and approaches
• Client service and engagement
• Relevant Regulatory frameworks, policies, and standards
• Sanlam insurance products (ideal)

Qualification and Experience

Knowledge and Skills

Personal Attributes

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Turnaround time

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. 

Our commitment to transformation