Financial Advisor - Coastal

SanlamAllianz

About the role

SanlamAllianz is seeking a driven Affluent Financial Adviser to grow our presence in key regions. This role suits a commercially minded professional who enjoys acquiring new affluent clients, building strong relationships, and actively driving new business. You will work within a supportive Advisery team while taking ownership of pipeline growth and results. • Proactively identify and acquire new affluent clients • Build and manage a strong pipeline of new business • Provide holistic financial advice across risk, investment, and wealth solutions • Develop trusted, long term client relationships • Own personal production targets and drive measurable results • Collaborate with internal teams to support growth initiatives • Aged 25 years or older • Minimum 3+ years’ experience in financial Advisery, sales, or business development • Proven track record of new client acquisition • Relevant industry and regulatory qualifications • Strong hunter mindset with a result driven approach • Confident communicator, self motivated, disciplined, and resilient • A trusted and established brand with strong market credibility • Access to a competitive and diverse product offering • Opportunity to grow an affluent client base in high potential regions Performance and initiative are recognized and rewarded If you are ready to grow your career while helping clients build their financial futures, we’d like to hear from you. Only shortlisted candidates who meet the criteria will be contacted.

Requirements

• The role of a Financial Advisor is to provide personalized financial solutions, build lasting client relationships, and drive sales of Sanlam products, ensuring outstanding service.

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