Talent.com
Sanlam Financial Adviser Paarl

Sanlam Financial Adviser Paarl

Sanlam GroupPaarl, ZA
30+ days ago
Job description

Job title : Sanlam Financial Adviser Paarl

Job Location : Western Cape, Paarl

Deadline : October 31, 2025

Quick Recommended Links

  • Jobs by Location
  • Job by industries

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.
  • Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
  • Maintain and service these clients as part of a long- term relationship which builds loyalty to the brand and generates ongoing advice and sales.
  • Undertake these activities within a compliant and ethical manner which results in the building and sustaining the Sanlam Group business and brand.

    • What will make you successful in this role?

    Assist in growing the Sanlam Adviser Business

  • Be committed to the marketing plans and targets set for growing and developing the business as set forward by the distribution strategy.
  • Apply knowledge and understanding of market segmentation and customer profiles to support sales and growth within the defined market.

    • Undertake relevant behaviours to attain targets relating to :

  • Revenue generation (Single and recurring premiums)
  • Activity quotas
  • Promote the Sanlam brand
  • Treating customers fairly to be applied to all client engagements
  • Role is aligned to your personal career aspirations

    • Networking, prospecting and leads generation

  • Face to face interactions, social or business, to create business opportunities.
  • Prospecting of new clients through creative opportunities such as business / social networks, associations or ad hoc presentations.
  • Turning trusted relationships into business relationships.
  • Strengthening existing relationships by increasing the current service.
  • Use existing sources to establish opportunities across Sanlam businesses.
  • Personalised client value propositions.
  • Marketing on social media.
  • Undertake selected client focused activities to generate leads and informal prospecting opportunities.
  • Mining of existing client base to identify marketing gaps and sales opportunities within the middle-high and affluent market.
  • Structuring and implementing focused campaigns with new or existing clients in the defined market.
  • Requesting active and ongoing leads and referrals from others.
  • Monitoring and respond to client activities such as maturities, cancelations or surrenders within the defined market.

    • Client consultations and sales

  • Ensure all client interactions are compliant in terms of disclosures and advice given (provide written / electronic information required for compliance).
  • Undertake comprehensive fact finding with each client to lift needs and priorities. Document these findings.
  • Conduct a financial needs analysis, using the relevant e-tools / instruments or systems, to ascertain the clients full financial situation; or utilise the services of a Para-Planner for this. (Draw policy history).
  • Provide sound personal financial planning advice.
  • Apply financial knowledge in putting together a plan that meets the needs of the client for a balanced portfolio.
  • Present financial solutions to the client in a professional and competent manner aligned to Treating Customers Fairly.
  • Use relevant processes and system tools to capture analysis information and update records accordingly.
  • Review client portfolio annually by undertaking the above steps.

    • Client Service

  • Ensure all client interactions are ethical, courteous and professional.
  • Follow-up or refer all existing business queries to be resolved timeously through support.
  • Strive for excellent, value-added service to clients so that they do not seek competitor products or services.
  • Undertake continuous learning in terms of knowledge, skills and market / industry issues so as to service clients within the defined market.
  • Initiate long term client relationships and maintain a relational focus.

    • Monitor, update and reporting (weekly / monthly)

    Document and present the following activities :

  • Number and profile of contacts, appointments, consultations.
  • Issued business and revenue against targets.
  • Update client details on records.
  • Appropriate workflow and activity monitor system entries.

    • Qualification and Experience

  • Grade 12
  • Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with Financial Sector Conduct Authority (FSCA) for more than 24 months.

    • Knowledge and Skills

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

    • Personal Attributes

  • Communicates effectively - Contributing independently
  • Tech savvy - Contributing independently
  • Action orientated - Contributing independently
  • Interpersonal savvy - Contributing independently
  • Persuades - Contributing independently
  • Sales / Retail / Business Development  jobs
    • Create a job alert for this search

    Sanlam Financial Adviser Paarl • Paarl, ZA

    Related jobs
    • Promoted
    Aspiring Financial Adviser-Paarl

    Aspiring Financial Adviser-Paarl

    Old MutualPaarl, ZA
    Job title : Aspiring Financial Adviser-Paarl.Job Location : Western Cape, Paarl.Aspires to be a Financial Advisor.We are looking for self-motivated and dynamic individuals who have a passionate ent...Show moreLast updated: 30+ days ago
    • Promoted
    Aspiring Financial Adviser

    Aspiring Financial Adviser

    Old Mutual LimitedWorcester, Western Cape, South Africa
    Aspiring Financial Adviser page is loaded## Aspiring Financial Adviserlocations : Worcesterposted on : Posted Todayjob requisition id : JR-72675 • •Let's Write Africa's Story Together! • •Old Mutual...Show moreLast updated: 30+ days ago
    • Promoted
    Commissioned Financial Adviser

    Commissioned Financial Adviser

    Old MutualWorcester, Western Cape, South Africa
    Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. We are looking for self-motivated and dynamic individuals who have...Show moreLast updated: 30+ days ago
    • Promoted
    Aspiring Financial Adviser- Paarl

    Aspiring Financial Adviser- Paarl

    Old MutualPaarl, ZA
    Job title : Aspiring Financial Adviser- Paarl.Job Location : Western Cape, Paarl.Aspires to be a Financial Adviser.We are looking for self-motivated and dynamic individuals who have a passionate en...Show moreLast updated: 3 days ago
    • Promoted
    Financial Planner Paarl

    Financial Planner Paarl

    Sanlam LimitedPaarl, Western Cape, South Africa
    Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : Create Alert.Sanlam Life Ltd is one of the top financial services providers in the South African market.We’...Show moreLast updated: 30+ days ago
    • Promoted
    Service Consultant Paarl

    Service Consultant Paarl

    Wenz RecruitmentPaarl, Western Cape, South Africa
    A Corporate Financial Services Company is seeking to employ a Client Service Consultant to telephonically service internal / external clients / brokers with regard to new business, switches, redemption...Show moreLast updated: 30+ days ago
    • Promoted
    Advancing Financial Adviser

    Advancing Financial Adviser

    Old MutualCeres, Western Cape, South Africa
    Let's Write Africa's Story Together!.A minimum of Matric or equivalent.A minimum 12 months’ financial services experience as a Financial Adviser. A minimum of Long-term Insurance Class of Business c...Show moreLast updated: 23 days ago
    • Promoted
    Financial Manager Paarl, South Africa

    Financial Manager Paarl, South Africa

    Finovate People (Pty) LtdPaarl, Western Cape, South Africa
    Develop and maintain financial models to support business planning and decision-making.Conduct variance analysis and provide insights to management on financial performance.Assist in the developmen...Show moreLast updated: 30+ days ago
    • Promoted
    Sanlam Financial Adviser Paarl

    Sanlam Financial Adviser Paarl

    SanlamPaarl, Western Cape, South Africa
    Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re all about building strong, lasting relationships with our financial advisors.We know that you have h...Show moreLast updated: 30+ days ago
    • Promoted
    Sanlam Financial Adviser Worcester

    Sanlam Financial Adviser Worcester

    Sanlam LimitedWorcester, Western Cape, South Africa
    Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : Create Alert.Sanlam Life Ltd is one of the top financial services providers in the South African market.We’...Show moreLast updated: 30+ days ago
    • Promoted
    Sanlam Financial Adviser Bellville

    Sanlam Financial Adviser Bellville

    Sanlam GroupBellville, ZA
    Job title : Sanlam Financial Adviser Bellville.Job Location : Western Cape, Bellville.The purpose of the role is to provide new and existing clients with professional and relevant financial advice,...Show moreLast updated: 30+ days ago
    • Promoted
    Sanlam Financial Adviser Worcester

    Sanlam Financial Adviser Worcester

    SanlamWorcester, Western Cape, South Africa
    Sanlam Life Ltd is one of the top financial services providers in the South African market.We’re committed to building strong, lasting relationships with our financial advisors.We understand your a...Show moreLast updated: 30+ days ago
    • Promoted
    Sanlam Financial Planner Ceres

    Sanlam Financial Planner Ceres

    Sanlam GroupWorcester, ZA
    Job title : Sanlam Financial Planner Ceres.Job Location : Western Cape, Worcester.The purpose of the role is to provide new and existing clients with professional and relevant financial advice, pla...Show moreLast updated: 30+ days ago
    • Promoted
    Aspiring Financial Adviser

    Aspiring Financial Adviser

    Old MutualPaarl, Western Cape, South Africa
    Let's Write Africa's Story Together!.Old Mutual is a firm believer in the African opportunity and our diverse talent reflects this. Aspires to be a Financial Adviser.We are looking for self-motivate...Show moreLast updated: 30+ days ago
    • Promoted
    Farm Manager - Wine Grapes

    Farm Manager - Wine Grapes

    Alpha HR Management (Pty) LtdMalmesbury, South Africa
    A thriving wine farm, located between Malmesbury and Paarl, is looking for a dynamic and experienced.Minimum 5+ years of experience in vineyard management, preferably with bush vine vineyards as we...Show moreLast updated: 30+ days ago
    • Promoted
    Sanlam Financial Adviser Paarl

    Sanlam Financial Adviser Paarl

    Sanlam LimitedPaarl, Western Cape, South Africa
    Press Tab to Move to Skip to Content Link.Select how often (in days) to receive an alert : Create Alert.Sanlam Life Ltd is one of the top financial services providers in the South African market.We’...Show moreLast updated: 30+ days ago
    • Promoted
    Commissioned Financial Adviser- Paarl

    Commissioned Financial Adviser- Paarl

    Old MutualPaarl, ZA
    Job title : Commissioned Financial Adviser- Paarl.Job Location : Western Cape, Paarl.We are looking for self-motivated and dynamic individuals who have a passionate entrepreneurial spirit to join o...Show moreLast updated: 3 days ago
    • Promoted
    Sanlam Financial Adviser Worcester

    Sanlam Financial Adviser Worcester

    Sanlam GroupWorcester, ZA
    Job title : Sanlam Financial Adviser Worcester.Job Location : Western Cape, Worcester.The purpose of the role is to provide new and existing clients with professional and relevant financial advice,...Show moreLast updated: 30+ days ago