Financial Advisor (Commission Only) - KimberlySanlam 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.
The ability to demonstrate, understand, 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 courageServe with prideCare because we respect each otherAct with integrity & accountabilityGrow value through innovation & superior performanceWhat will you do? Provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.Work in allocated key accounts and allocated markets.Offer customer service to Sanlam clients.Arrange appointments with potential customers within Key Accounts and Allocated Markets.Update and inform customers and the public of our new products.Class of Business (COB): Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment. If a potential candidate has not completed Class of Business they are still deemed to be under supervision and cannot be appointed as a Financial Advisor.
Qualification & experience: FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.Matric (grade 12) or NQF level 4RE5 an advantageClear Credit and Criminal recordsFAIS ComplianceAt least two years' work experience within sales or marketingClient Service OrientationAbility to influence client decisionGreat business acumenAdhering to principles and valuesAnalyticalProactiveAbility to cope with pressure and setbacksExceptional interpersonal skillsTrustworthyDetail-orientedActivity management.Our aim is to help you 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, personal development, and achieving great things. We pride ourselves in helping our employees to realize their worth. Through its business clusters – Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate Santam, Miway, as well as the Group Office – the group provides many opportunities for growth and development.
Turnaround times: The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.
The Sanlam Group is committed to transformation and embracing diversity, and our employment equity plan and targets will be considered as part of the recruitment process. This commitment is what drives us to achieve a diverse workplace with employment equity as a key goal to create an inclusive workforce, representative of the demographics of our society, as well as people with disabilities.
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