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Financial Advisor JHB

Sanlam GroupJohannesburg, ZA

30+ days ago

Job description

Job title : Financial Advisor JHB

Job Location : Gauteng, Johannesburg

Deadline : October 05, 2025

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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.

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Financial Advisor • Johannesburg, ZA

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