Sanlam Financial Adviser 2024
Sanlam Financial Adviser 2024. Sanlam Developing Markets (SDM), a wholly-owned subsidiary of Sanlam Life Limited, stands as one of the leading financial services providers in the South African entry-level and emerging middle market. SDM is committed to understanding the unique requirements of its clients and offers a diverse range of simple and affordable financial solutions.
These solutions encompass needs such as funeral insurance, savings for education, life cover, and personal accident plans. SDM operates under the governance policy of the Sanlam Group, specifically managed by the SA Retail Mass cluster, a part of the Sanlam Life and Savings cluster within the broader Sanlam Group. The SA Retail Mass cluster comprises four businesses: Group Benefits, Individual Life, Safrican Insurance, and African Rainbow Life.
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Sanlam Values: Sanlam Financial Adviser 2024
The core values of Sanlam are integral to the company’s identity and are expected to be demonstrated by all employees. These values form the foundation of the company’s culture and guide individuals in their roles. The key Sanlam values include:
- Lead with Courage: taking bold initiatives and demonstrating bravery in decision-making.
- Serve with Pride: providing services with a sense of pride and commitment.
- Care Because We Respect Each Other: Fostering a Culture of Care and Mutual Respect.
- Act with integrity and accountability, upholding high standards of honesty and responsibility.
- Grow Value Through Innovation and Superior Performance: Encouraging innovation and striving for excellence.
Responsibilities: Sanlam Financial Adviser 2024
The primary responsibilities of the role involve providing financial advice aligned with the customer value proposition and treating customers fairly. The key duties include working in assigned key accounts and markets, offering customer service to Sanlam clients, arranging appointments with potential customers, and keeping clients informed about new products.
Class of Business (COB): Candidates must be deemed fit and proper for Tier 1 by April 1, 2024, to be considered competent for Class of Business. Those still under supervision for any competency requirement pre- or post-April 1, 2024, must have obtained a class of business before appointment as a financial advisor.
Qualifications and Experience: Sanlam Financial Adviser 2024
- Matric (Grade 12) or NQF level 4.
- FSB-recognized qualifications or credits listed as per the latest Board notice by the FSB.
- RE5 certification is advantageous.
- Clear credit and criminal records.
- FAIS compliance.
- At least two years of work experience in sales or marketing.
Personal Qualities: Sanlam Financial Adviser 2024
The ideal candidate is expected to possess the following personal qualities:
- Client Service Orientation.
- Ability to influence client decisions.
- Confident decision-maker.
- Strong business acumen.
- Adherence to principles and values.
- Analytical mindset.
- Proactive approach.
- Ability to cope with pressure and setbacks.
- Exceptional interpersonal skills.
- Trustworthiness.
- Detail-oriented.
- Activity management.
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Career Development and Opportunities: Sanlam Financial Adviser 2024
Sanlam is dedicated to helping employees build successful careers by offering opportunities for growth and development. Through its various business clusters—Sanlam Personal Finance, Sanlam Emerging Markets, Sanlam Investments, Sanlam Corporate, Santam, Miway, and the Group Office—the organization provides avenues for individuals to realize their worth and achieve their career and personal development goals.
Turnaround Times: The shortlisting process will commence after the application due date, and the duration will depend on the progress of each candidate and the availability of managers involved in the selection process.
Diversity and Inclusion: Sanlam Financial Adviser 2024
The Sanlam Group is committed to transformation and embraces diversity. Employment equity is a key goal, and the recruitment process incorporates the group’s employment equity plan and targets. The commitment to creating a diverse, inclusive, and equitable workplace extends to people with disabilities.
In conclusion, Sanlam Developing Markets offers a unique and exciting opportunity for individuals looking to make a meaningful impact in the financial services industry. With a commitment to values, diversity, and employee development, Sanlam provides a supportive and dynamic work environment. Join Sanlam in building a successful and fulfilling career where your skills and aspirations are valued and your growth is nurtured. Apply Here