Financial Advisor-Ulundi

Who are we?

Sanlam Life Ltd is one of the top financial services providers in the South African market. 

We’re all about building strong, lasting relationships with our financial advisors. 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 financial advisors to realise their worth. 

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

What will you do?

Entry point for representatives in a company.  Represents and sells the company's goods and/or services by visiting companies and obtaining orders.  Promotes sales by introducing the products with use of presentation/display techniques.  Keeps immediate superior informed of competitor action and customer status.  Is expected to achieve pre-set sales targets.

What will make you successful in this role?

Qualification and Experience

Diploma with no experience or Grade 12 with 1 to 2 years related experience.

Knowledge and Skills

New business processing

Existing business processing

Appointment preparation

Client appointments and liaison

Partnership Building

Personal Attributes

Optimises work processes - Contributing dependently

Communicates effectively - Contributing dependently

Action orientated - Contributing dependently

Plans and aligns - Contributing dependently

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 five business clusters – Sanlam Fintech, Sanlam Life and Savings, Sanlam Investment Group, Sanlam Allianz, Santam, as well as MiWay and the Group Office – the group provides many opportunities for growth and development.

Core Competencies

Cultivates innovation - Contributing dependently

Customer focus - Contributing dependently

Drives results - Contributing dependently

Collaborates - Contributing dependently

Being resilient - Contributing dependently

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. 

Our commitment to transformation

The 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.