Sanlam Financial Adviser: Potchefstroom / Klerksdorp North West 2026

Sanlam Life Ltd

Potchefstroom, North West, ZA
On-site
Financial advice and planning
Client relationship management
Revenue generation and activity quotas
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements

Job Summary

  • The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
  • We pride ourselves in helping our financial advisors to realise their worth, inspiring you to realise this worth by giving each person the opportunity to make the most of who they are.
  • The Sanlam Group is committed to transformation and embracing diversity, driving us to achieve a diverse, inclusive and equitable work environment.

Matching Summary

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.

Skills & Requirements

Must-have

  • Financial advice and planning
  • Client relationship management
  • Revenue generation and activity quotas
  • Marketing and lead generation
  • Ethical and compliant client interactions

Nice-to-have

  • Contributing independently
  • Action orientated
  • Interpersonal savvy
  • Customer focus
  • Cultivates innovation

Key Requirements

  • Grade 12
  • FAIS 'Fit and Proper' requirements
  • Regulatory Examination successfully completed

Work Rights

Not specified

Tailored Resume

Cover Letter