Financial Advisor: ELM

What will you do?

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements. Advisors therefore undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.  They maintain and service clients as part of a long term relationship which builds loyalty to the brand and generates ongoing sales.  They undertake these activities in a compliant and ethical manner which results in building and sustaining the Sanlam brand.   

What will make you successful in this role?

• Prospect and lead generation
• Sales and client consultation
• Update and report on Prospects
• Client service

Qualification and Experience

• Grade 12 with minimum 15 points - (English and Mathematics) 
• At least two years’ work experience, preferably in the financial services industry in  Sales or Customer service; alternatively, experience in Marketing, Teaching, Policing or Banking
• Tertiary education will be an added advantaged.  

Competencies of an Advisor

• Discipline
• Perseverance / Results Driven 
• Initiative
• Technical Knowledge
• Communication
• Business Acumen
• Analytical
• Impact

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 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.

Our commitment to transformation