Sanlam Financial Adviser: Provisory Mob

sanlamcloud.co.za

Cape Town, Western Cape, ZA
On-site
Financial advice and planning
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.
  • Undertake the procurement of sustainable business of a high quality, in accordance with the business targets set.
  • We pride ourselves in helping our employees 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

  • Financial advice and planning
  • Client relationship management
  • Revenue generation
  • Prospecting and lead generation
  • Compliance and risk management

Nice-to-have

  • Marketing on social media
  • Customer focus
  • Action orientated
  • Cultivates innovation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter