Health Care Adviser at Sanlam Group in Cape Town.
Sanlam is Hiring a Health Care Adviser in Cape Town!
Are you a dynamic and ethical financial professional with a passion for helping people secure their financial future? Sanlam, a leader in the financial services industry, is looking for a dedicated Health Care Adviser to join our team in Cape Town. This is an incredible opportunity to build a rewarding career, grow your own business, and become an integral part of the Sanlam brand.
At Sanlam, we believe in building strong, lasting relationships with both our clients and our employees. We are committed to helping you realize your potential and achieve great things.
What You'll Do
As a Health Care Adviser, your primary purpose is to provide professional and relevant financial advice to new and existing clients. Your key responsibilities will include:
Business Growth: Drive business growth by meeting and exceeding targets for revenue and activity quotas.
Lead Generation: Actively network, prospect, and generate leads through face-to-face interactions, social media marketing, and other creative opportunities.
Client Consultations: Conduct comprehensive fact-finding and financial needs analysis to provide tailored financial planning advice.
Building Relationships: Maintain a long-term, relational focus with clients to build loyalty and generate ongoing advice and sales.
Compliance & Reporting: Ensure all client interactions are compliant and ethical, while also monitoring and reporting on your activities and business performance.
What You'll Need to Succeed
Experience: You should have a proven track record of providing financial advice and achieving sales targets.
Qualifications: You must have a Grade 12 certificate and meet all Financial Advisory and Intermediary Services Act (FAIS) "Fit and Proper" requirements, including the successful completion of the Regulatory Examination.
Skills:
Strong knowledge of financial advice and planning, as well as compliance and risk management.
Excellent communication, interpersonal, and persuasion skills.
You must be action-oriented, tech-savvy, and highly focused on customer needs.
The ability to effectively budget and achieve production targets.
We're looking for someone who is resilient, innovative, and driven by results. If you are ready to take ownership of your career and contribute to a thriving business, we encourage you to apply.
Ready to build a successful career with us?
If you have the passion and expertise to join the Sanlam team, please submit your application. The shortlisting process will begin once the application due date has passed.
How to Apply:
TAP/CLICK HERE TO APPLY
