Sanlam Financial Advisers
Ugwanga Tangi Shoopala Nangula, a financial adviser in the affluent market at Sanlam, appointed on 1 June 2022.What are your roles and responsibilities in this position?
Talking to clients to determine their expenses, income, insurance coverage, financial objectives, tax status, risk tolerance, or other information needed to develop a financial plan.
What changes do you wish to implement now that you’ve been appointed?
I wish to implement the culture of treating clients fairly. They are the core in this industry and I hope all advisers to do the same.
Please share your educational background with us.
I am yet to complete my business administration studies at the Namibia University of Science and Technology (NUST).
What is your favourite thing about your job?
Working with clients from different backgrounds and with different needs. I get to appreciate life and understand that all clients are equal, no matter their background or needs. They have to be treated fairly.
What advise do you have for youth aspiring to be in this position?
Sometimes, people see being a financial adviser as a profession for uneducated people. Some refer to us as “Äashangi yeepolicy”, meaning writers of policies. This is a professional industry like any other. The good thing that young people have at hand is technology and social media, which will make it easier for them to interact with clients.
What challenges have you experienced in this position?
Managing a client's expectations can be difficult, especially because I worked at a competitor company before I joined Sanlam. I want to assure all my old and new clients that I am here to serve them with passion. Customer service remains pivotal to me.
Can you share your greatest achievements in your career?
I have a large book of client business and a track record of performance and service. Getting clients and having them stick with me is great to see.
What are your hobbies?
I like spending time with my family and friends. On Sundays, I like to go to church.
What are some of the highlights of your career?
A. Researching markets to understand trends and meeting with clients to understand their financial situations.