Sanlam Developing Markets (SDM)-Financial Advisor – Makhado apply now

Sanlam Developing Markets (SDM)

Date: 14 Jul 2023

Location: Makhado, LP, ZA

Company: Sanlam Group

Sanlam Developing Markets (SDM)

Who are we?

Sanlam Developing Markets (SDM) (a wholly-owned subsidiary of Sanlam Life Limited) is one of the top financial services providers in the South African entry-level and emerging middle market. There are four businesses within the SA Retail Mass cluster, namely; Group Benefits, Individual Life, Safrican Insurance and African Rainbow Life.

Sanlam Values for Sanlam Developing Markets (SDM)

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

What will you do?

  • 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.
  • To offer customer service to Sanlam clients.
  • To arrange appointments with potential customers within Key Accounts and Allocated Markets.
  • To update and inform customers and client public of our new products.

Class of Business (COB):

Should the candidate have been deemed Fit and Proper for Tier 1 by 01 April 2018, the candidate is then deemed competent for Class of Business. All applicants that were still under supervision for any competency requirement pre or post 01 April 2018 will be required to have obtained Class of Business prior to appointment.

Qualification & experience-Sanlam Developing Markets (SDM)

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.

  • Matric (grade 12) or NQF level 4
  • RE5 an advantage
  • Clear Credit and Criminal records
  • FAIS Compliance

Personal qualities/Sanlam Developing Markets (SDM)-Sanlam Group

  • Client Service Orientation
  • Ability to influence client decision
  • Confident decision maker
  • Great business acumen
  • Adhering to principles and values
  • Analytical
  • Proactive
  • Ability to cope with pressure and setbacks
  • Exceptional interpersonal skills
  • Trustworthy
  • Detail-oriented
  • Activity management.

Also, See: No Experience or Education? Good New Tips for Jobs.

Our aim is to help you build a successful career with us

We’re all about building strong, lasting relationships with our employees. 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 employees to realize their worth.

Turnaround times-Sanlam Group

The shortlisting process will only start once the application due date has been reached. The time taken to complete this process will depend on how far you progress and the availability of managers.

The Sanlam Group is committed to transformation and embracing diversity and our employment equity plan and targets will be considered as part of the recruitment process.

The Sanlam Group is committed to achieving transformation and embraces diversity. This commitment is what drives us to achieve a diverse, inclusive and equitable workplace as we believe that these are key components to ensuring a thriving and sustainable business in South Africa.

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