Financial Advisor - Ermelo

at  Sanlam

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. The cluster focusses on retail products, as well as group schemes.
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.

QUALIFICATION AND EXPERIENCE

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

• Client Communication and Sales administration
• Service and Support
• Workflow management and reporting
• Partnership Building
• Personal Attributes
• Client Service Orientation
• Ability to influence client decision
• Confident decision maker
• Great business acumen
• Adhering to principles and values
• Analytical
• Proactive
• Ability to cope with pressure and setbacks
• Exceptional interpersonal skills
• Trustworthy
• Detail-oriented
• Activity management.
  Core Competencies
  Cultivates innovation - Contributing independently
  Customer focus - Contributing independently
  Drives results - Contributing independently
  Collaborates - Contributing independently
  Being resilient - Contributing independently
  Build a successful career with us
  We’re all about building strong, lasting relationships with our employees. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our employees to realise their worth. Through its four business clusters – Sanlam Life and Savings, Sanlam Investment Group, Sanlam Emerging Markets, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Please refer the Job description for details