Financial Advisor

Role Description

This 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 do

The 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

What we offer

• Assistance to help you grow your practice.
• Appointments can be set
• Leads can be provided
• Back-office support
• Technology support to assist with laptop
• After sales support to all clients
• Commission-based structure with unlimited earning potential
• Paid training allowance
• Lucrative vesting incentives/bonuses for 24 months
• Excellent support structure
• Great continuous training and bursaries for studies in financial planning
• Various rewards and recognition for outstanding performance

We require you to

• Establish and maintain a client base
• Achieve sales targets
• Provide professional advice to clients
• Help build a professional practice

To excel in this position, success hinges on several key factors:

• Contributing to the expansion of the Sanlam Bluestar Business.
• Demonstrating dedication to the marketing plans and targets outlined in the distribution strategy for business growth and development.
• Utilizing knowledge of market segmentation and customer profiles to bolster sales and foster growth within the designated market.

Must Have

• Matric certificate and previous industry experience
• Financial Planning and Financial Advisory skills
• Strong analytical and problem-solving abilities
• Excellent communication and interpersonal skills
• Ability to build and maintain client relationships
• Certifications or licenses in financial planning or related fields are a plus
• RE Certificate (depending on your DOFA)
• 120 Credits on NQF Level 5 (depending on your DOFA)
• Clean criminal and credit scores
• Drivers licence and own vehicle

Turnaround time

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.