Sanlam Financial Adviser: Duxfin

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 company is built on a respect for what people are worth and an appreciation for what they can become.

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
  • Treating customers fairly
  • Marketing on social media

Nice-to-have

  • Personal career aspirations
  • Continuous learning
  • Customer focus
  • Being resilient
  • Cultivates innovation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter