Sanlam Financial Planner Mosselbaai

Sanlam Life Ltd

Mosselbay, Western Cape, ZA
On-site
Client relationship management
Revenue generation
Financial advice and support
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.
  • We pride ourselves in helping our financial advisors to realise their worth.
  • The Sanlam Group is committed to transformation and embracing diversity.

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
  • financial advice and support
  • marketing plans and targets

Nice-to-have

  • customer focus
  • action orientated
  • interpersonal savvy
  • cultivates innovation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter