Sanlam Financial Adviser: E2 Solutions (pretoria Lynnwood)

Sanlam Life Ltd

Pretoria, Gauteng, 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.
  • We pride ourselves in helping our financial advisors to realise their worth and inspire you to realise this worth.
  • The Sanlam Group is committed to transformation and embracing diversity, driving 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

  • Client relationship management
  • Revenue generation
  • Treating customers fairly
  • Financial planning and recommendations
  • Networking and prospecting
  • Client service excellence

Nice-to-have

  • Marketing on social media
  • Personalised client value propositions
  • Continuous learning and development
  • Building long-term relationships

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter