Sanlam Financial Adviser - Berghshier

Sanlam Life Ltd

Johannesburg, Gauteng, ZA
On-site
Revenue generation and activity quotas
Client relationship management
Financial planning and recommendations
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.
  • Sanlam prides itself in helping its financial advisors realize their worth by inspiring them to realize their infinite and unique worth, recognizing, respecting, and rewarding their capabilities.
  • The Sanlam Group is committed to transformation and embracing diversity, driving a diverse, inclusive, and equitable work environment for a thriving and sustainable business in South Africa.

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

  • Revenue generation and activity quotas
  • Client relationship management
  • Financial planning and recommendations
  • Treating customers fairly
  • Ethical and compliant client interactions

Nice-to-have

  • Networking and prospecting
  • Marketing on social media
  • Continuous learning and market knowledge
  • Collaboration and resilience
  • Customer focus and innovation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter