Financial Advisor

Job Opportunity: Financial Advisor at Sanlam Concept

About the Role

Sanlam is seeking ambitious and driven Financial Advisors to join our team. This is an opportunity to build a rewarding career in financial services with the backing of one of South Africa’s most trusted financial institutions.

What We Offer

We believe in empowering our advisors with transparent, competitive, and supportive benefits:

• 100% Commission Split
• 24 Months Vesting Support – financial support to help you grow your practice
• 13th Cheque 
• Admin Support 
• Group Life Benefits 
• Medical Aid
• Recognition Programs 
• Succession Planning & Retirement Buy-Outs
• Retain existing book flows

Requirements

• Matric (Grade 12) minimum; tertiary qualification in Finance/Business preferred
• Strong entrepreneurial drive and client-focused mindset
• Excellent communication and relationship-building skills
• Valid driver’s licence and own vehicle

Why Join Sanlam?

• Work with a trusted brand and extensive product suite
• Enjoy transparent earnings with no hidden costs
• Build a long-term career path with succession planning and retirement buy-outs
• Be part of a culture that values recognition, support, and growth

Job Purpose

To provide new and existing clients with professional, relevant financial advice, planning, and products that suit their needs. The role focuses on building long-term client relationships, ensuring compliance, and contributing to the growth and sustainability of the Sanlam Group brand.

Key Responsibilities

• Client Engagement & Advice
  • Deliver holistic financial planning solutions across insurance, investments, retirement, and health planning.
  • Assess client needs and recommend suitable Sanlam products.
  • Maintain ongoing relationships to build loyalty and trust.
• Business Development
  • Procure sustainable, high-quality business in line with Sanlam’s targets.
  • Drive sales and meet performance metrics through proactive prospecting.
  • Cultivate innovation and resilience in achieving results.
• Compliance & Ethics
  • Operate within FAIS “Fit and Proper” requirements and FSCA regulations.
  • Ensure all advice and transactions meet Sanlam’s governance and ethical standards.
• Collaboration & Support
  • Work with Sanlam Financial Adviser managers and specialist support staff.
  • Participate in structured training programmes covering tax, disability planning, and capital needs.

Qualifications & Experience

• Minimum: Matric (Grade 12) certificate
• Preferred: Business-related degree or diploma
• FAIS Regulatory Examination (RE5) if registered with FSCA for more than 24 months
• Computer literacy and proficiency in digital tools
• Valid driver’s licence and own vehicle

Personal Attributes

• Entrepreneurial spirit with strong business acumen
• Self-disciplined and results-driven approach
• Excellent communication and interpersonal skills
• Ability to build and sustain long-term client relationships
• Resilience and customer focus in achieving outcomes