Sanlam Financial Adviser: Northern Cape at Sanlam Group

In brief

**Overview** Sanlam, established in 1918, is a prominent South African business known for its long-term view and adaptation to evolving societal and environmental demands. This full-time Financial Adviser role is based in the Northern Cape. The core purpose is to provide professional and relevant financial advice, planning, and products (sales) to new and existing clients, ensuring their needs are met. The position also involves procuring sustainable, high-quality business, maintaining client relationships, and conducting all activities in a compliant and ethical manner to build and sustain the Sanlam Group business and brand. **What you will do** * Provide new and existing clients with professional and relevant financial advice, planning, and products (sales) suited to their needs and requirements. * Undertake the procurement of sustainable, high-quality business in accordance with set business targets. * Maintain and service clients as part of a long-term relationship to build loyalty and generate ongoing advice and sales. * Conduct all activities in a compliant and ethical manner to build and sustain the Sanlam Group business and brand. * Assist in growing the Sanlam Adviser Business by committing to marketing plans and targets and applying knowledge of market segmentation and customer profiles. * Undertake behaviours to attain targets related to revenue generation (single and recurring premiums) and activity quotas. * Promote the Sanlam brand and apply "Treating Customers Fairly" principles in all client engagements. * Engage in networking, prospecting, and leads generation through face-to-face interactions, social/business networks, associations, ad hoc presentations, and social media marketing. * Strengthen existing relationships and establish opportunities across Sanlam businesses. * Create personalised client value propositions. * Undertake selected client-focused activities to generate leads and informal prospecting opportunities. * Mine existing client bases to identify marketing gaps and sales opportunities within the middle-high and affluent market. * Structure and implement focused campaigns with new or existing clients. * Request active and ongoing leads and referrals from others. * Monitor and respond to client activities such as maturities, cancellations, or surrenders within the defined market. * Ensure all client interactions are compliant regarding disclosures and advice given, providing written/electronic information as required. * Undertake comprehensive fact-finding with each client, documenting needs and priorities. * Conduct a financial needs analysis using relevant e-tools/instruments or systems, or utilise a Para-Planner for this. * Provide sound personal financial planning advice and apply financial knowledge to create balanced portfolios. * Present financial solutions professionally and competently, aligned with "Treating Customers Fairly." * Use relevant processes and system tools to capture analysis information and update records. * Review clients' portfolios annually. * Ensure all client interactions are ethical, courteous, and professional. * Follow up or refer all existing business queries for timely resolution through support. * Strive for excellent, value-added service to clients to prevent them from seeking competitor products. * Undertake continuous learning regarding knowledge, skills, and market/industry issues. * Initiate and maintain long-term client relationships with a relational focus. * Document and present weekly/monthly reports on activities such as the number and profile of contacts, appointments, consultations, issued business, and revenue against targets. * Update client details on records and ensure appropriate workflow and activity monitor system entries. **Requirements (from the original advert)** * Grade 12 (Matric) * Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements and Regulatory Examination successfully completed if registered with the Financial Sector Conduct Authority (FSCA) for more than 24 months. **Who should apply** * Candidates committed to marketing plans and targets for business growth and development. * Individuals who can apply knowledge and understanding of market segmentation and customer profiles to support sales. * Professionals focused on attaining targets for revenue generation and activity quotas. * Those who actively promote the Sanlam brand and are committed to "Treating Customers Fairly." * Individuals skilled in networking, prospecting, and generating leads through various channels, including social media. * Candidates proficient in conducting compliant client consultations, comprehensive fact-finding, financial needs analysis, and presenting financial solutions. * People dedicated to ethical, courteous, professional, and value-added client service, focused on building long-term relationships. * Individuals committed to continuous learning in financial knowledge and industry issues. * Candidates capable of monitoring, updating, and reporting on business activities and targets. * Those seeking a role that aligns with their personal career aspirations. **Deadline** Not specified **Reference** Original posting: https://www.myjobmag.co.za/job/sanlam-financial-adviser-northern-cape-sanlam-8 Source: myjobmag

Summary drafted with AI assistance from the original advert. The advert itself is the authority — how we use AI.

Job description

Before you apply

• Confirm the requirements and closing date on the original listing (myjobmag). SPANi lists vacancies from other sites and may not reflect last-minute changes.
• Legitimate employers do not charge application, registration or training fees.
• Don't send your ID or bank details before you have confirmed the employer is real.

How to spot a job scam

Applying for permanent roles

• Mirror the job title and top three requirements in your CV summary and most recent experience.
• Quantify results where possible: sales targets, cases handled, tickets closed, or team size.
• Proofread contact details and filenames before submitting — small errors cost interviews.
• Verify the company and role on the source page before sharing ID copies or banking details.