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      Sanlam

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      Financial Planner Interview

      28 Oct 2020
      Anonymous employee
      Accepted offer
      Positive experience

      Other Financial Planner interview reviews for Sanlam

      Financial Planner Interview

      1 Jul 2026
      Anonymous employee
      Port Elizabeth
      Accepted offer
      Average interview

      Application

      I applied in-person. I interviewed at Sanlam

      Interview

      It's very formal, but the interviewers are very nice and they are not in a rush to confuse you with questions. Just relax and prepare your own questions. Be curious to know what you will be doing once you are hired. Insist on the truth.

      Interview questions [2]

      Question 1

      Why do you think we must hire you?
      1 Answer

      Question 2

      Where do you see yourself in 5 years?
      1 Answer
      Negative experience
      Easy interview

      Application

      I applied online. I interviewed at Sanlam (Port Elizabeth) in Feb 2025

      Interview

      You have to do a Project 100 once that is complete there two interviews with development manger then second one with recruiter and development manager potentially one with the business manger Then a psychometric test

      Interview questions [1]

      Question 1

      Where do you see yourself in 3–5 years?
      Answer question

      Financial Planner Interview

      4 May 2024
      Anonymous employee
      Pretoria, Gauteng
      Accepted offer
      Positive experience
      Average interview

      Application

      I applied through an employee referral. The process took 3 months. I interviewed at Sanlam (Pretoria, Gauteng)

      Interview

      The interview is sales experience based and definitely have scenario based questions. Be prepared to have scenarios up your sleeves. Most interviewers just want you to showcase your ability to network, persuade and selling skills.

      Interview questions [1]

      Question 1

      What is your target market and how do you approach them?
      Answer question