Who are we?
Sanlam is one of the leading financial services providers in the South African entry-level market. We’re in the business of planning for tomorrow. The never-ending pursuit of meticulously crafting our clients’ futures. We do this by truly appreciating the value of money and turning the materials we’re given into something more. It’s our trade and it is something we are passionate about. It’s what makes us Wealthsmiths™.
The ability to demonstrate, understanding and apply our Sanlam values is embedded in all roles. Applicants must exhibit their commitment to the values as part of the application process.
Lead with courage
Serve with pride
Care because we respect each other
Act with integrity & accountability
Grow value through innovation & superior performance
Responsibilities + Skills
To provide financial advice along with a financial plan in line with the customer value proposition and treating customers fairly framework.To work in allocated key accounts and allocated markets.FSB recognised qualification listed or credits pertaining to the date of first appointment in the industry, as listed on the most recently published Board notice as published for recognised qualification by the FSB.
RE5 an advantageClear Credit and Criminal recordsFAIS ComplianceAt least two years work experience within sales or marketing