Company DescriptionSanlam is a leading financial services group that aims to help individuals live a life of confidence today and every day. With a focus on providing financial solutions, Sanlam is committed to supporting their clients in achieving their financial goals. The company is located in Bellville and operates on-site during regular business hours.Role DescriptionThis is a full-time Financial Advisor role at Sanlam located in Bellville as part of a Sanlam Bluestar Franchise. As a Financial Advisor, you will be responsible for providing financial planning, estate planning, retirement planning, and investment advice to clients. Your day-to-day tasks will include conducting financial assessments, providing recommendations, and guiding clients in making sound financial decisions.What will you doThe aim of this position is to offer both new and current clients tailored financial advice, planning, and product sales that align with their needs. It involves acquiring sustainable business of excellent quality, meeting set business targets. Additionally, the role entails nurturing long-term relationships with clients to foster brand loyalty, facilitate ongoing advice, and generate sales. All activities are to be conducted ethically and compliantly, contributing to the growth and maintenance of the Sanlam Group business and brand.Support the expansion of the Sanlam Adviser Bluestar Business by actively engaging in marketing strategies and achieving set growth objectives outlined in the distribution strategy.Utilize market segmentation and customer profiling insights to drive sales and foster growth within the specified market.What we offerExcellent support structureAssistance to help you grow your practice.Appointments can be setLeads can be providedBack-office supportTechnology support to assist with laptopAfter sales support to all clientsCommission-based only structure with unlimited earning potentialPaid training allowanceLucrative vesting incentives/bonuses for 24 monthsGreat continuous training and bursaries for studies in financial planningVarious rewards and recognition for outstanding performanceWe require you toEstablish and maintain a client baseAchieve sales targetsProvide professional advice to clientsHelp build a professional practiceTo excel in this position, success hinges on several key factorsContributing to the expansion of the Sanlam Bluestar BusinessDemonstrating dedication to the marketing plans and targets outlined in the distribution strategy for business growth and developmentUtilizing knowledge of market segmentation and customer profiles to bolster sales and foster growth within the designated market.Must HaveMatric certificate and previous industry experienceFinancial Planning and Financial Advisory skillsStrong analytical and problem-solving abilitiesExcellent communication and interpersonal skillsAbility to build and maintain client relationshipsCertifications or licenses in financial planning or related fields are a plusRE Certificate (depending on your DOFA120 Credits on NQF Level 5 (depending on your DOFAClean criminal and credit scoresDriver's licence and own vehicleBuild a successful career with usWe'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. Furthermore, we pride ourselves in helping our employees to realise their worth. Through its five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Sanlam, as well as Mi Way and the Group Office – the group provides many opportunities for growth and development.Turnaround timeThe 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.Our commitment to transformationThe Sanlam Group is committed to transformation and embracing diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable work environment as we believe these are key components to ensuring a thriving and sustainable business in South Africa.
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