Financial Planner Jage 2024

Sanlam Life Ltd

Gauteng, ZA
On-site
Revenue generation
Client relationship management
Financial planning and recommendations
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

  • Revenue generation
  • Client relationship management
  • Financial planning and recommendations
  • Treating Customers Fairly

Nice-to-have

  • Marketing on social media
  • Personalised client value propositions
  • Continuous learning
  • Action orientated

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter