Sanlam Financial Adviser - Lynnwood

sanlamcloud.co.za

Pretoria, Gauteng, 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.
  • 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

  • client relationship management
  • financial planning and recommendations
  • revenue generation
  • treating customers fairly

Nice-to-have

  • networking and prospecting
  • social media marketing
  • customer focus
  • being resilient

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter