Sanlam Financial Adviser Worcester

Sanlam Life Ltd

Worcester, Western Cape, ZA
On-site
Client relationship management
Revenue generation
Treating customers fairly
The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements

Job Summary

  • The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.
  • Sanlam prides itself in helping its financial advisors to realise their worth and offers opportunities for growth and development.
  • The Sanlam Group is committed to transformation and embracing diversity, driving an inclusive and equitable work environment.

Matching Summary

The purpose of the role is to provide new and existing clients with professional and relevant financial advice, planning and products (sales) that are suited to their needs and requirements.

Skills & Requirements

Must-have

  • client relationship management
  • revenue generation
  • treating customers fairly
  • financial planning advice
  • ethical client interactions

Nice-to-have

  • personal career aspirations
  • social or business networking
  • marketing on social media
  • continuous learning
  • embracing diversity

Key Requirements

  • Grade 12
  • FAIS 'Fit and Proper' requirements
  • Regulatory Examination completed

Work Rights

Not specified

Tailored Resume

Cover Letter