Financial Planner - Sizwe Wealth 2024

Sanlam Life Ltd

Free State, ZA
On-site
Financial advice and support
Client relationship management
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.
  • Sanlam prides itself in helping its financial advisors to realise their worth and offers opportunities for growth and development through its various business clusters.
  • The company is committed to transformation and embracing diversity, driving towards 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

  • Financial advice and support
  • Client relationship management
  • Revenue generation
  • Treating customers fairly
  • Marketing plans and targets

Nice-to-have

  • Personal career aspirations
  • Networking and prospecting
  • Social media marketing
  • Continuous learning
  • Transformation and diversity

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter