Financial Advisor JHB

2 days ago


Johannesburg, Gauteng, Saudi Arabia Sanlam Group Full time

What will you do?

  • As a Financial Advisor, you will be selling Sanlam Retail Mass products and services. You will be promoting sales by introducing the products with use of presentation/display techniques. The successful candidates will need to keep informed of competitor action and customer status and will be required to achieve pre-set sales targets.

What will make you successful in this role?

The successful candidate will demonstrate strong entrepreneurial skills, target driven, self-disciplined, customer-centric and can build great client relationships.

  • 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.

Education and Qualification

  • Grade 12/Matric.
  • FAIS compliant in terms of 'fit and proper'.
  • English and any other official South African language.
  • Tech savvy and active on different social media platforms the following is an added advantage.
  • Post-matric qualification or RE5.
  • Previous experience in sales or client services.
  • Experience at a competitor company will be an added advantage.

Knowledge and Skills

  • Financial advice and support
  • Production target achievement and budgeting
  • Compliance and risk management
  • Client relationship management
  • Financial planning and recommendations


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