Vesting And On-boarding Consultant: Sls Sc Sfp (meersig) (pg 8/9) (rerun)

Sanlam

Constantiakloof, Gauteng, ZA
On-site
Succession operating model understanding
Financial advisor onboarding process
Advisor performance coaching
This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts)

Job Summary

  • This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts).
  • Deliver structured one-on-one and group coaching to improve advisor performance across sales, client engagement, and business growth.
  • Sanlam is dedicated to support, grow and empower clients with affordable, easy and suitable solutions.

Matching Summary

This role undertakes all on-boarding and vesting activities of new Financial Planners to Succession Financial Planning (both SFP and AFP contracts).

Skills & Requirements

Must-have

  • Succession operating model understanding
  • Financial Advisor onboarding process
  • Advisor performance coaching
  • Digital platform adoption
  • Process and technology optimization

Nice-to-have

  • Cultivates innovation
  • Customer focus
  • Being resilient
  • Treating Customers Fairly

Key Requirements

  • Grade 12
  • Drivers licence
  • 3-5 years financial services sales support
  • Financial services distribution experience

Work Rights

Not specified

Tailored Resume

Cover Letter