Sanlam Financial Advisor Mowbray

Sanlam Life Ltd

Mowbray, Western Cape, ZA
On-site
Revenue generation
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 to realise their worth and offers opportunities for growth and development.
  • The company is committed to transformation and embracing diversity, driving 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

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

Nice-to-have

  • Inspire clients to realise their worth
  • Build strong lasting relationships
  • Continuous learning and market knowledge
  • Personalised client value propositions
  • Marketing on social media

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter