Sanlam Financial Adviser: Sfg

Sanlam Life Ltd

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 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
  • Financial planning and recommendations
  • Revenue generation
  • Treating customers fairly

Nice-to-have

  • Marketing on social media
  • Customer focus
  • Action orientated
  • Interpersonal savvy

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter