Financial Adviser – Berghshire (MOB)

About the role

The Financial Adviser will provide professional financial advice, planning and product sales to both new and existing clients, building long‑term relationships that generate ongoing revenue for Sanlam.

Key responsibilities

• Provide professional financial advice, planning and product sales to new and existing clients.
• Generate sustainable business by meeting revenue and activity targets while promoting the Sanlam brand.
• Network, prospect and generate leads through face‑to‑face interactions, social media and business networks.
• Conduct comprehensive fact‑finding, financial needs analysis and present tailored solutions in compliance with regulatory standards.
• Maintain long‑term client relationships, deliver courteous service and monitor client activities such as maturities and cancellations.

Required profile

• Commitment to achieving sales and revenue targets set by the distribution strategy.
• Ability to prospect, generate leads and turn relationships into business opportunities.
• Strong client consultation skills, including fact‑finding, analysis and presentation of financial solutions.
• Focus on ethical, compliant and customer‑fair service throughout the client lifecycle.
• Capability to document activities, update records and report on contacts, revenue and client details.