Sanlam Financial Adviser: Evagor Mob

sanlamcloud.co.za

Cape Town, Western Cape, ZA
On-site
Financial advice and planning
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.
  • We pride ourselves in helping our financial advisors to realise their worth and inspire you to realise this worth.
  • The 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

  • Financial advice and planning
  • Client relationship management
  • Revenue generation
  • Treating customers fairly
  • Marketing on social media

Nice-to-have

  • Personal career aspirations
  • Creative prospecting opportunities
  • Value-added service
  • Continuous learning
  • Embracing diversity

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter