Sanlam Financial Adviser Vredenburg

Sanlam

Hopefield, Western Cape, ZA
On-site
Client relationship management
Revenue generation
Treating customers fairly
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.
  • Our commitment to transformation is what drives 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
  • Revenue generation
  • Treating customers fairly
  • Financial planning and recommendations
  • Marketing on social media

Nice-to-have

  • Action orientated
  • Interpersonal savvy
  • Customer focus
  • Being resilient
  • Cultivates innovation

Key Requirements

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

Work Rights

Not specified

Tailored Resume

Cover Letter