Financial Planner Mob Conecpt Wealth

sanlamcloud.co.za

Mosselbay, Western Cape, ZA
On-site
Client relationship management
Financial advice and support
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.
  • Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
  • Sanlam Group is committed to achieving transformation and embraces 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
  • Financial advice and support
  • Revenue generation
  • Treating customers fairly
  • Networking and prospecting

Nice-to-have

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

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter