Affluent Financial Advisor (AFA) at Sanlam Nigeria

Sanlam Life Insurance Nigeria Limited is a limited liability company licensed to transact life insurance business in Nigeria. Its subsidiary, Sanlam General Insurance Nigeria Limited is licensed to transact general insurance business in Nigeria. We provide cover for both individuals and corporate organisations, enriching lives by offering a wide range of insurance plans that cover various needs of life.

We are recruiting to fill the position below:

Job Title: Affluent Financial Advisor (AFA)

Location: Abuja
Job Type: Full Time

Job Description

• As an Affluent Financial Advisor at Sanlam Nigeria, you will play a vital role in helping high-net-worth individuals manage their wealth and achieve their financial goals.
• This entry-level position is an exciting opportunity for individuals with a passion for finance and a desire to make a positive impact on the financial well-being of our clients.
• You will be responsible for building and nurturing long-term relationships with affluent clients, helping them navigate the complex world of financial planning, investment, and risk management.

Key Responsibilities
Client Relationship Management:

• Develop and maintain strong, trust-based relationships with affluent clients.
• Conduct comprehensive financial assessments to understand their unique needs and goals.

Financial Planning:

• Create customized financial plans that align with client objectives.
• Provide expert advice on investment strategies, retirement planning, estate planning, and risk management.

Product Knowledge:

• Stay up-to-date with Sanlam's product offerings and market trends.
• Educate clients on a range of financial products and services.

Sales and Business Development:

• Identify opportunities to grow your client base and revenue.
• Implement effective sales strategies to achieve financial targets.

Compliance and Documentation:

• Ensure all regulatory and compliance requirements are met.
• Maintain accurate client records and documentation.

Qualifications

• Bachelor's or HND Degree in Finance, Economics, Business, or related field.
• Strong interpersonal and communication skills.
• Passion for financial planning and wealth management.
• Self-motivated and target-driven.

Benefits

• Competitive base salary and commission structure.
• Comprehensive training and development programs.
• Access to a wide range of financial products and services.
• Opportunities for career growth and advancement.
• HMO for successful applicant.

Application Closing Date
Not Specified.

Method of Application
Interested and qualified candidates should send their CV and a Cover Letter detailing their interest and qualifications to: gabriel.oyeleye@sanlam.com.ng using the Job Title as the subject of the mail.