Financial Planner : Richards Bay & Surrounding Areas

Sanlam Life Ltd

Richards Bay, KwaZulu Natal, South Africa
On-site
Financial advice and support
Client relationship management
Revenue generation
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 Life Ltd is one of the top financial services providers in the South African market and is committed to transformation and embracing diversity.
  • We pride ourselves in helping our financial advisors to realise their worth and offer opportunities for growth and development through its five business clusters.

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

  • Financial advice and support
  • Client relationship management
  • Revenue generation
  • Treating customers fairly

Nice-to-have

  • Marketing on social media
  • Customer focus
  • Cultivates innovation
  • Interpersonal savvy

Key Requirements

  • Grade 12
  • FAIS "Fit and Proper" requirements
  • Regulatory Examination successfully completed

Work Rights

Not specified

Tailored Resume

Cover Letter