Financial Advisor (Commision Only) - Kimberly

at  Sanlam

Free State, Free State, South Africa -

Start DateExpiry DateSalaryPosted OnExperienceSkillsTelecommuteSponsor Visa
Immediate26 Sep, 2024Not Specified27 Jun, 20242 year(s) or aboveGood communication skillsNoNo
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Description:

WHO ARE WE?

Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. It aims to understand the unique requirements of clients and offers a wide range of simple and affordable financial solutions that cover needs such as funeral insurance, savings for education, life cover and personal accident plans. In terms of the Sanlam Group Governance Policy, SDM is managed by the SA Retail Mass cluster, which is part of the Sanlam Life and Savings cluster within the Sanlam Group. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.

Responsibilities:

WHAT WILL YOU DO?

  • 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.

The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.

  • Lead with courage
  • Serve with pride
  • Care because we respect each other
  • Act with integrity & accountability
  • Grow value through innovation & superior performanc


REQUIREMENT SUMMARY

Min:2.0Max:7.0 year(s)

Financial Services

Sales / BD

Finance

Diploma

Proficient

1

Free State, Free State, South Africa