Sanlam Financial Adviser: Cape Mob

sanlamcloud.co.za

Cape Town, Western Cape, ZA
On-site
Client relationship management
Financial planning and recommendations
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.
  • 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

  • Client relationship management
  • Financial planning and recommendations
  • Revenue generation
  • Treating customers fairly

Nice-to-have

  • Marketing on social media
  • Networking and prospecting
  • Customer focus
  • Action orientated

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter