Sanlam Financial Adviser: Zen Mob: Somerset West, Strand, Gordonsbay, Stellenbosch, Helderberg

Sanlam Life Ltd

Cape Town, Western Cape, ZA
On-site
Client relationship management
Revenue generation
Treating customers fairly
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.
  • We pride ourselves in helping our financial advisors to realise their worth.

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
  • Treating customers fairly
  • Financial planning and recommendations
  • Networking and lead generation

Nice-to-have

  • Marketing on social media
  • Personalised client value propositions
  • Continuous learning and development
  • 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