Sanlam Financial Advisor Constantia

Sanlam Life Ltd

Constantia, Western Cape, ZA
On-site
Financial advice and support
Client relationship management
Revenue generation
We pride ourselves in helping our financial advisors to realise their worth

Job Summary

  • We pride ourselves in helping our financial advisors to realise their worth.
  • 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.
  • Our commitment to transformation The Sanlam Group is committed to transformation and embracing diversity.

Matching Summary

We pride ourselves in helping our financial advisors to realise their worth.

Skills & Requirements

Must-have

  • Financial advice and support
  • Client relationship management
  • Revenue generation
  • Marketing on social media
  • Treating customers fairly

Nice-to-have

  • Personalised client value propositions
  • Cultivates innovation
  • Customer focus
  • Action orientated

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter