Khula Financial Adviser : Durban

sanlamcloud.co.za

Durban, KwaZulu Natal, 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, inspiring you to realise this worth and rewarding you for your capabilities.
  • 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
  • Marketing on social media

Nice-to-have

  • Interpersonal savvy
  • Action orientated
  • Cultivates innovation
  • 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