ELM Financial Advisor

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Date: 23 May 2024

Location: Windhoek, Khomas, Namibia

Company: Sanlam Group

Who are we?

Sanlam is a leading Financial Services Institution, which provides services in the fields of Individual Life Insurance, Group Life Insurance, Unit Trusts and Asset Management. To give substance to its objective to be fully-fledged Namibian Insurer, Sanlam is increasingly introducing greater financial and technical expertise.

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 these 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?

  • Prospecting and leads generation.
  • Client consultation and sales.
  • Client service.
  • Monitor, update and report.

Qualification and Experience

  • Grade 12: (English and Mathematic) 
  • Work experience in any financial industry / field: preferably Sales / Marketing / Customer Orientated.
  • Tertiary 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 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.

Our commitment to transformation

The Sanlam Group is commited to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are the key components to ensure a thriving and sustainable business in Namibia. The Group's Employment Equity plan and targets will be considered as part of the selection process.

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