Sanlam Financial Planner Cape Town

Sanlam Life Ltd

Cape Town, Western Cape, 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.
  • We pride ourselves in helping our financial advisors to realise their worth.
  • Our commitment to transformation drives us to achieve 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
  • Promote the Sanlam brand
  • Treating customers fairly

Nice-to-have

  • Interpersonal savvy
  • Action orientated
  • Cultivates innovation
  • Customer focus
  • Build a successful career

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter