Executive Financial Planner

Job Description

We are looking for suitably experienced financial advisors who share our passion for service excellence to join our team & to build a career as a financial planner. The individual will be responsible for growing a client base and will have the ability to market all Sanlam products to medium to high net-worth individual and corporate clients.

Company:

Sanlam Life Ltd is one of the top financial services providers in the South African market.

We’re all about building strong, lasting relationships with our financial advisors. We know that you have hopes for your future – your career, your personal development and of achieving great things. We pride ourselves in helping our financial advisors to realise their worth.

Our company is built on a respect for what people are worth and an appreciation for what they can become. We know that your worth is infinite and unique – and want to inspire you to realise this worth.

This is why we give each and every person who is contracted at Sanlam the opportunity to make the most of who they are, and to be recognised, respected and rewarded for their capabilities.

Personal Attributes and Skills:

• Sales and Customer Service
• Networking Skills
• Able to work independently
• Strong Planning and Organisational skills
• Reporting Skills
• Attention to Detail
• Deadline-Oriented and results driven

Education and Experience Required:

• Industry recognized qualification (minimum of 120 credits).
• RE 5 (essential)
• Class of Business Training completed.
• Minimum of 2-3 years financial planning experience necessary.
• 6 months of Sales records and commission statements.
• Clear ITC and No criminal record.

Important Information:

• Valid Driver’s license and own vehicle essential.
• Hybrid or office based in Lynnwood, Pretoria.
• Full product training & financial planning training offered.
• Ongoing support and assistance from a well-established team.

Remuneration and Benefits:

• A market-leading remuneration contract designed to provide income stability.
• Lucrative vesting incentives for 24 months.
• Multiple Revenue streams as you can sell all Sanlam products.
• Established admin assistants provided and benefiting from established lead opportunities to assist to grow your business.

You can apply by sending your CV to Shanton.arendse@sanlam4u.co.za before the closing date: 15/05/2025. Please use reference: EFA-2025/2026 in the subject line.