Financial Planner : Pietermaritzburg, New Castle, Ladysmith & Surrounding Areas

Sanlam Life Ltd

Pietermaritzburg, KwaZulu Natal, ZA
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, committed to building strong, lasting relationships with financial advisors.
  • The Sanlam Group is committed to transformation and embracing diversity, driving towards a diverse, 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

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

Nice-to-have

  • Marketing on social media
  • Personalised client value propositions
  • Continuous learning
  • Ethical and professional client interactions

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter